Episode 52: A Modern Family Advisory Story - Peter and Lara

Episode 52: A Modern Family Advisory Story - Peter and Lara

Please join Scott Fitzpatrick, Nim De Swardt, Kerrie Anderson and real life clients, Peter and Lara.  This podcast brings to life the real story of complex families and the advisers who stand beside them. In this episode, we take you on a remarkable seven-year journey - a succession plan that unfolded over time, shaped by trust, complexity and unwavering commitment. This is a story of family handshake deals, hard work, resilience and navigating the realities that no textbook can prepare you for. It’s also a story of collaboration - where multiple advisers come together, each bringing their expertise, perspective and care - ultimately creating an outcome that none could have achieved alone. Settle in as we share the challenges, the turning points and the incredible final outcome of a journey that redefines what it means to advise modern families. https://www.linkedin.com/in/nimdeswardt/  [https://www.linkedin.com/in/nimdeswardt/] nim@nimdeswardt.com [nim@nimdeswardt.com]

Episode 51: David Werdiger

On today’s episode of The Gaf Podcast, I’m joined by David Werdiger - author, trusted confidant to significant families and a key contributor to the Ultra High Net Wealth Institute. David shares his perspective on the skills required to work effectively with significant families, how he approaches family dynamics and all that the Ultra High Net Wealth Institute has to offer. If you’re an adviser looking to step into this space, this is an episode you won’t want to miss.

Episode 50: Jason Chequer

In this episode, Scott Fitzpatrick sits down with Jason Chequer from the Linara Group for a wide‑ranging conversation on the evolving world of wealth management. Together, they explore the role of family offices, multi‑family offices, the changing expectations of high‑net‑worth clients and what the future holds for those managing complex wealth. The discussion goes deeper into what it truly means to be an integrator of wealth - bringing together the best expertise, structures, and strategies around the client. Scott and Jason unpack client‑centred principles, examining what clients genuinely value, how trust and outcomes are built, and how professional services should be priced in an increasingly demanding environment. This is a conversation you won’t want to miss.

Episode 49: Brian Fitzpatrick interviews Scott Fitzpatrick

Join us for the final GAF podcast of the year featuring the man himself; Scott Fitzpatrick ! In this episode the microphone has been turned:  Brian Fitzpatrick - our Emotional Intelligence coach from The SAN team - sits down with Scott. Brian has been an integral part of Scott’s life - teacher, coach, matchmaker & mentor. In this candid conversation Scott shares his journey, his inspiration and people who have helped him along the way.   Tune in to discover Scott’s insights, wisdom, and the gems that have shaped his path.   For further information:     1.  www.sanprofessionals.com.au 2.  Scott Fitzpatrick Linkedin      www.linkedin.com/in/scott-fitzpatrick1 [http://www.linkedin.com/in/scott-fitzpatrick1] 3.  SAN Linkedin                www.linkedin.com/company/significant-adviser-network

Episode 48: Scott Whitla

Join Scott for the latest episode of The GAF, featuring Scott Whitla, Partner at McCullough Robertson. A long-standing SAN member and expert in Succession Law and mediation, Scott shares valuable insights on Family Rule Books—what they are, how to create them, and why they matter for advisers working with significant families. It's an episode not to miss! For further information: 1. sanprofessionals.com.au [http://www.sanprofessionals.com.au] 2. https://mccullough.com.au/staff_members/scott-whitla/ [https://mccullough.com.au/staff_members/scott-whitla/]