An adviser's private market playbook

Catching EOFY curve balls: An evolutionary process

For Jordan Vaka, an independent financial adviser and founder of PlanningSolo, it is possible to have a stress-free and seamless end of financial year. He shares how he strives to make the process better and more efficient every year.

Keep calm: EOFY madness and reforms downpour

This time of the year can be hectic for financial advisers – getting clients’ financial affairs in order while keeping on top of new, major legislative changes. RFS Advice founding partner and financial adviser Troy Theobold shares how he keeps calm during this busy season.

Pivoting for long-term success

Pivot Wealth founder and financial adviser Ben Nash is a prominent figure in the media. It was far from how he had initially operated, but he was forced to innovate by making structural changes to how he presents himself to potential clients. Tune in to learn more about how he pivots in response to unpredictable and challenging events while simultaneously focusing on helping his clients.

Building wealth for women

Esther Althaus from Perspective Financial Services has dedicated over two decades to helping women build wealth, and she says the first step always comes down to one thing: giving yourself permission to ask.

Pay it forward: Advice, community and wellbeing

Beyond uplifting clients’ financial futures, Shadforth Financial Group private wealth adviser Finn Dorney is a passionate contributor to his community and helps the younger generation get excited about their financial wellbeing.