Keeping it simple: Complex life and financial advice

Painting the bigger picture

In this episode, Link Wealth Group senior financial adviser Billy Norman explains how he interacts with his clients and highlights the importance of implementing a bigger picture when providing financial advice. Additionally, he is also focusing on broadening access to private markets for retail investors, while developing a new private wealth arm. Tune in to listen to the conversation.

Building a high-performing financial advice firm

As a high-performing financial advice firm, what makes Centaur Financial Services tick? Chief executive Hugh Roberston shares how a sense of purpose, commitment to continuous improvement and inspirational leadership help drive the firm’s success.

Helping others thrive

FS Power50 debutant Green Associates senior financial planner and director Trina Wood is passionate about ‘showing and sharing’ the value of advice in people’s lives. On top of dedicating her time to helping clients thrive, she also uplifts others in her local community.

Paving the way for the future of advice

Earlier in his career, Prosperity Advisers financial adviser Ben Travers did not have the luxury of resources that are accessible today, and found becoming an adviser extremely tricky and challenging. Hence, he devoted himself to broadening that access point, but at the same time without compromising the level of standard and quality the industry has upheld over the years. Tune in to learn more about what Ben has contributed to the pathway for the future of financial advice.

Keeping it simple: Complex life and financial advice

Launching two years ago, Fradley Advice has quickly become the trusted practice for complex financial and life matters, such as aged care and retirement. Specialist financial adviser Nathan Fradley tells how he strives to provide empathetic and human-focused advice.