The Trusted Adviser Episode 9: Leveraging SMAs with Chris West & Mike Parker from Context Capital
Rob Pyne explores the intricacies of Separately Managed Accounts (SMAs) with Chris West and Mike Parker from Context Capital.
The Trusted Adviser Podcast Ep 8: Pricing Mastery with Phillip Little from Slipstream Group
Rob Pyne speaks to Phil Little, a pricing expert and consultant from Slipstream Group, to discuss one of the most pivotal levers for business growth: pricing.
The Trusted Adviser Podcast Ep 7: Scaling Smarter with Dan Brown from Coastal Advice Group
Rob Pyne chats with Dan Brown, Principal of Coastal Advice Group, about his extraordinary journey in transforming a small financial planning team into a thriving enterprise.
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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November Insights and Updates
HPH Solutions Managing Director Rob Pyne shares what’s caught his eye in the world of finance and life in November 2024.
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Case Study: Reducing a $300k tax bill to $0
This case study highlights the importance of getting a second opinion when it comes to complex tax areas – doing so can uncover valuable opportunities.
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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.
Global Events and Market Returns: A Reflection Since 2020
Since January 1, 2020, the world has faced an extraordinary series of economic and geopolitical challenges that have tested global resilience. The COVID-19 pandemic was the first major disruption, leading
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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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October Insights and Updates
HPH Solutions Managing Director Rob Pyne shares what’s caught his eye in the world of finance and life in October 2024.
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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.
What is a digital estate plan, and should you have one? Read More »