What brought us joy in 2024
To reflect on 2024, we asked our team to share what activity(ies) brought them the most joy and fulfilment this year. Here are their answers.
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The Trusted Adviser Podcast Ep 6: Specialist Insurance Partnerships with Jade Burford
Rob Pyne is joined by Jade Burford, partner at MBS Insurance, to explore the intricacies of personal insurance advice and the benefits of joint venture models.
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The Trusted Adviser Podcast Ep 5: Exploring Outsourced Solutions with Jerry Kalogeropoulos
Rob Pyne speaks with Jerry Kalogeropoulos, the founder of Aptium Assist, a business specializing in outsourced back-office support for financial planners.
Opportunity before 5th April 2025 – UK State Pension voluntary contributions
Usually, you can only fill gaps in your NI history up to 6 years, but there is currently a window of opportunity until 5 April 2025 where you can fill up to 16 years.
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The Trusted Adviser Podcast Ep 4: Transforming Financial Planning with Technology
Pat Gardner, Technology Lead at Collins SBA and host of the AdviceTech podcast shares his unique journey from financial planner to tech innovator.
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Case Study: Sale of investment property and superannuation
This case study shares a client strategy we conceived to reduce their assessable capital gain by $1 million, while reducing future tax burden on their children.
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The Trusted Adviser Podcast Ep 3: Mergers & Acquisitions in Financial Planning
Richard Hernan from Broadleaf Financial Group explores the world of mergers and acquisitions (M&A) in the financial planning industry with Rob Pyne
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What is a digital estate plan, and should you have one?
A digital estate plan outlines how digital assets should be managed after their death and ensures a person’s digital legacy is handled according to their wishes.
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The Trusted Adviser Podcast Ep 2: Financial Planning Business Valuation
In this episode, Tim Lane from FinConnect Advisory Group shares expertise on valuing financial planning businesses and advice on succession planning
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10 steps for choosing the best school for your child
Want to send your child to a private school? Here are ten steps you can follow to help make the most informed decision possible about this significant choice.
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The Trusted Adviser Podcast Ep 1: Exploring Employee Share Plans
In this first ep of The Trusted Adviser podcast, Rob details the HPH employee share plan – an employee share scheme that rewards key staff members.
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2025 Aged Care reforms – Advice is paramount
The Aged Care Bill, tabled in Parliament on 12 September 2024, brings changes to the costs of age care from 1 July 2025.
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A strong US dollar – the implications for us
A strong US dollar has negative and positive effects worldwide, and how they play out will have a lot to do with the stickiness of high inflation.
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Aged care – the high cost of poor (or no) advice
Navigating the aged care decision-making process is not easy, especially if decisions are being made in a crisis when emotions are running high.
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Taming inflation is not so easy
More than two years into the steepest interest-rate tightening cycle in decades, central banks worldwide are grappling with how fast to unwind the policy and start to bring interest rates down.
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