Episodes

Podcast with Jenny Brown Show Notes In this episode, we talk with Jenny Brown of JBS Financial Strategists about FASEA, the Royal Commission and other matters relevant to the future of the financial planning profession. Amongst a range of interesting topics, we discuss doing further study, the increased requirement for professional development in the field of ethics and bringing on the next generation of advisers. Jenny also shares her thoughts about creating an enjoyable environment for clien...

Podcast with Leonie HenryUpon reflection - a practitioner’s journey Show Notes In this episode we talk with Leonie Henry, the founder of Henry Financial Group about her time in practice and now, her life in retirement. Amongst a range of interesting topics, we discuss fee for service, pricing one’s services and running the business in line with some core philosophies. Leonie also shares some interesting aspects about exiting her business. The ultimate exit was not the first route that Leonie t...

Podcast with Leonie HenryUpon reflection - a practitioner’s journey Show Notes In this episode we talk with Leonie Henry, the founder of Henry Financial Group about her time in practice and now, her life in retirement. Amongst a range of interesting topics, we discuss fee for service, pricing one’s services and running the business in line with some core philosophies. Leonie also shares some interesting aspects about exiting her business. The ultimate exit was not the first route that Leonie t...

Podcast with Leonie HenryUpon reflection - a practitioner’s journey Show Notes In this episode we talk with Leonie Henry, the founder of Henry Financial Group about her time in practice and now, her life in retirement. Amongst a range of interesting topics, we discuss fee for service, pricing one’s services and running the business in line with some core philosophies. Leonie also shares some interesting aspects about exiting her business. The ultimate exit was not the first route that Leonie t...

In this episode, we talk with Tim Lane of Centurion Market makers about practice valuations. Amongst a range of interesting topics, we explore trends in valuation including why there is a difference between CBD firms and regional firms. For planners, we also canvass discuss the impact that the Royal Commission and FASEA may have on valuations and of course, we touch upon the perennial issues of recurring revenue and BOLA’s for financial planning firms. For accountants we consider the favourable ...

In this episode, we talk with Tim Lane of Centurion Market makers about practice valuations. Amongst a range of interesting topics, we explore trends in valuation including why there is a difference between CBD firms and regional firms. For planners, we also canvass discuss the impact that the Royal Commission and FASEA may have on valuations and of course, we touch upon the perennial issues of recurring revenue and BOLA’s for financial planning firms. For accountants we consider the favourable ...

In this episode, we talk with Tim Lane of Centurion Market makers about practice valuations. Amongst a range of interesting topics, we explore trends in valuation including why there is a difference between CBD firms and regional firms. For planners, we also canvass discuss the impact that the Royal Commission and FASEA may have on valuations and of course, we touch upon the perennial issues of recurring revenue and BOLA’s for financial planning firms. For accountants we consider the favourable ...

In this episode, we talk with Steve Bakker of Business IT Professionals (BITP) about Cyber Security and Coming Back from Retirement. On the matter of Cyber Security, we discuss the very real threat of a cyber attack and the potential ramifications. Clearly, this is not an issue to be taken lightly…or ignore altogether. Steve explains some of the particular risks for accounting and financial planning firms, including working out of the office and in the home environment. He also outlines some pru...

In this episode, we talk with Steve Bakker of Business IT Professionals (BITP) about Cyber Security and Coming Back from Retirement. On the matter of Cyber Security, we discuss the very real threat of a cyber attack and the potential ramifications. Clearly, this is not an issue to be taken lightly…or ignore altogether. Steve explains some of the particular risks for accounting and financial planning firms, including working out of the office and in the home environment. He also outlines some pru...

In this episode, we talk with Steve Bakker of Business IT Professionals (BITP) about Cyber Security and Coming Back from Retirement. On the matter of Cyber Security, we discuss the very real threat of a cyber attack and the potential ramifications. Clearly, this is not an issue to be taken lightly…or ignore altogether. Steve explains some of the particular risks for accounting and financial planning firms, including working out of the office and in the home environment. He also outlines some pru...

Podcast with Natalie Lennon In this episode, entitled Free to Fly, we talk with Natalie Lennon CA of Two Sides Accounting. Amongst a range of interesting topics, we discuss taking the path less travelled and setting up one’s own firm from scratch. From there we also explore how feasible it is to quickly develop beyond business start up to where you are on a serious growth path. Throughout the interview Natalie also shares some interesting aspects about her journey. Natalie’s infectious enthusi...

Podcast with Natalie Lennon In this episode, entitled Free to Fly, we talk with Natalie Lennon CA of Two Sides Accounting. Amongst a range of interesting topics, we discuss taking the path less travelled and setting up one’s own firm from scratch. From there we also explore how feasible it is to quickly develop beyond business start up to where you are on a serious growth path. Throughout the interview Natalie also shares some interesting aspects about her journey. Natalie’s infectious enthusi...

Podcast with Natalie Lennon In this episode, entitled Free to Fly, we talk with Natalie Lennon CA of Two Sides Accounting. Amongst a range of interesting topics, we discuss taking the path less travelled and setting up one’s own firm from scratch. From there we also explore how feasible it is to quickly develop beyond business start up to where you are on a serious growth path. Throughout the interview Natalie also shares some interesting aspects about her journey. Natalie’s infectious enthusi...

The FASEA requirements with Neil Kendall In this episode, we talk with Neil Kendall about the pending Financial Adviser Standards and Ethics Authority (FASEA) requirements. In a wide ranging interview, we cover many aspects of FASEA and what this will mean for financial advisers. Amongst a range of highly relevant topics, we discuss the qualifications required of advisers, the FASEA exam and what the approved code of ethics course is likely to entail. We also look at the situation for new advis...

The FASEA requirements with Neil Kendall In this episode, we talk with Neil Kendall about the pending Financial Adviser Standards and Ethics Authority (FASEA) requirements. In a wide ranging interview, we cover many aspects of FASEA and what this will mean for financial advisers. Amongst a range of highly relevant topics, we discuss the qualifications required of advisers, the FASEA exam and what the approved code of ethics course is likely to entail. We also look at the situation for new advis...

The FASEA requirements with Neil Kendall In this episode, we talk with Neil Kendall about the pending Financial Adviser Standards and Ethics Authority (FASEA) requirements. In a wide ranging interview, we cover many aspects of FASEA and what this will mean for financial advisers. Amongst a range of highly relevant topics, we discuss the qualifications required of advisers, the FASEA exam and what the approved code of ethics course is likely to entail. We also look at the situation for new advis...

In this episode we talk with Denise Gibbons, Chartered Accountant and Certified Financial Planner, about Life as a Practitioner and Beyond. Amongst a diverse range of interesting topics, we discuss having a personal advisory board, challenges for mothers who also have careers, family friendly businesses, Toastmasters and respecting one’s brain. Denise also shares some practical tips for women forging careers, dealing with Imposter Syndrome and how to handle committees where female opinions have...

In this episode we talk with Denise Gibbons, Chartered Accountant and Certified Financial Planner, about Life as a Practitioner and Beyond. Amongst a diverse range of interesting topics, we discuss having a personal advisory board, challenges for mothers who also have careers, family friendly businesses, Toastmasters and respecting one’s brain. Denise also shares some practical tips for women forging careers, dealing with Imposter Syndrome and how to handle committees where female opinions have...

In this episode we talk with Denise Gibbons, Chartered Accountant and Certified Financial Planner, about Life as a Practitioner and Beyond. Amongst a diverse range of interesting topics, we discuss having a personal advisory board, challenges for mothers who also have careers, family friendly businesses, Toastmasters and respecting one’s brain. Denise also shares some practical tips for women forging careers, dealing with Imposter Syndrome and how to handle committees where female opinions have...

In this episode we talk with Greg Perks of Perks Wealth Management about Multidisciplinary Practice. Amongst a range of interesting topics, we discuss fostering referrals, ensuring clients get offered all the services they should be offered, fostering the right culture across the various disciplines and technology solutions to tie it all together. Greg also shares some interesting aspects about his personal journey, from Chartered Accountant to Financial Planner and his views regarding where mu...

In this episode we talk with Greg Perks of Perks Wealth Management about Multidisciplinary Practice. Amongst a range of interesting topics, we discuss fostering referrals, ensuring clients get offered all the services they should be offered, fostering the right culture across the various disciplines and technology solutions to tie it all together. Greg also shares some interesting aspects about his personal journey, from Chartered Accountant to Financial Planner and his views regarding where mu...

In this episode we talk with Greg Perks of Perks Wealth Management about Multidisciplinary Practice. Amongst a range of interesting topics, we discuss fostering referrals, ensuring clients get offered all the services they should be offered, fostering the right culture across the various disciplines and technology solutions to tie it all together. Greg also shares some interesting aspects about his personal journey, from Chartered Accountant to Financial Planner and his views regarding where mu...

In this episode we talk with Jon Ryall of Frontline Accounting about The case for offshoring. Jon is well qualified to discuss this topic as he is both a consumer and provider of these services. Jon shares some very practical information about how offshoring works in practice, all of which is based upon his own experience. For anyone who has been contemplating whether or not to use offshoring in their business, this episode is a must-listen episode. Resources There were two books of offshori...

In this episode we talk with Jon Ryall of Frontline Accounting about The case for offshoring. Jon is well qualified to discuss this topic as he is both a consumer and provider of these services. Jon shares some very practical information about how offshoring works in practice, all of which is based upon his own experience. For anyone who has been contemplating whether or not to use offshoring in their business, this episode is a must-listen episode. Resources There were two books of offshori...