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Between Meetings with Matt Heine
39 minutes | Nov 19, 2021
Ep 61: Talking tech with the founder of SEEK and Square Peg Capital – Paul Bassat
Hear Paul Bassat, Co-Founder at Square Peg (ex-CEO of SEEK and AFL Commissioner), in our first ever live podcast, as he shares how he went from being a lawyer to setting up one of the most successful tech companies in Australia. Paul talks through his experience and global perspective on emerging technology, the future of customer experience and early-stage tech investing. He also discusses what motivated him to set up Square Peg Capital, a venture capital fund with a focus on investing in early-stage tech companies, as well as the challenges of building a strong tech-eco system in Australia, his view on crypto and some tips on getting started.
36 minutes | Oct 27, 2021
Ep 60: Exploring ESG, impact investing and the megatrend of net zero - Kate Temby
Kate Temby, Independent Director of Netwealth and Partner at Affirmative Investment Management, shares what drew her into finance, the early years of her high-profile role in New York whilst balancing a family, and the traits of her favourite leaders. Kate discusses why she is passionate about ESG and impact investing, the various shades of green investing and ‘greeniums’, net zero and transition finance, the availability of ESG data and research, and finally how she ended up in Samoa on hit TV series ‘Survivor’.
32 minutes | Oct 7, 2021
Ep 59: Delivering hyper-personalised wealth solutions with technology - Greg Kirk
Greg Kirk, Executive Chairman of Implemented Portfolios, shares some of his experiences over the last 45 years in the finance industry. We talk about the important leadership traits required during the pandemic, the future of the workplace and the challenges of the digital only world on culture. We also discuss the importance of using technology to deliver hyper-personalised client experiences as well as his involvement with new businesses Creative Mass and Lumient. Importantly, we chat through his love for horses and his investment in breeding racehorse winners for the Sydney and Melbourne Cups.
38 minutes | Sep 14, 2021
Ep 58: Navigating a crisis through wealth and wellbeing - Matt Brown
Hear from Matt Brown, Executive GM of Australian Unity Advice, as he shares the early years of his career, the circumstances that drew him into financial advice and to his current role at Australian Unity. We chat through the importance of company values, building resilience in his team through tragedy and key findings of the latest Australian Unity Wellbeing Index report. We also discuss why he sees the financial industry as a tremendous investment and career opportunity, as well as how technology might be used as ‘guard rails’ for advisers and to improve efficiency and scale.
37 minutes | Aug 26, 2021
Ep 57: Technology and the licensee of the future - Neil Younger
Neil Younger, CEO of Fortnum Private Wealth, shares some of the major changes he’s seen in the industry over the last 30 years of his career and the evolution of financial advice business structures and models. We also discuss what the licensee of the future looks like, the benefits and challenges of technology during COVID in the advice relationship, and how Fortnum is using machine learning and AI to help advisers manage their workflows.
36 minutes | Aug 2, 2021
Ep 56: Making super work for Australians - Senator Andrew Bragg
Senator Andrew Bragg shares his thoughts on a wide range of topics, including how he took on tech giants Google and Facebook earlier this year, the importance of dynamic policy settings for Australia to be competitive, the need for regulation and consumer protection in cryptocurrency markets, and what we need to do to make super work more effectively for Australians, as detailed in his book ‘Bad Egg: How to Fix Super’.
42 minutes | Jun 25, 2021
Ep 55: Benchmarking for success - Sarah Brennan
Hear how Sarah Brennan's career went from humble beginnings in a call centre, to setting up her own benchmarking business and then becoming the CEO of Investment Trends. We chat through the changing face of advice business models, the explosion of online broking and what advisers can do to position themselves for millennial markets. We also explore the growing importance of ESG, building trust and what we can learn from overseas.
39 minutes | May 28, 2021
Ep. 54: Future proofing - the increasing importance of ethical investing – John McMurdo
John unpacks the importance of knowing your ‘why’, his journey into the finance sector, key lessons he’s learnt as a CEO, and some of the innovative things Australian Ethical are doing to future proof themselves. We discuss what he sees as the next big themes for investing and he shares some tips on where advisers can look to self-educate on future trends.
42 minutes | Apr 30, 2021
Ep 53: The value of financial advice - Jodie Hampshire
Jodie Hampshire, Managing Director, Australia at Russell Investments, shares her journey into the wealth industry, the power of meditation, and the value of having a financial adviser. We discuss the future of advice, creating personalised experiences and the role of women.
32 minutes | Apr 9, 2021
Ep 52: Creating a client experience in your advice business - Julie Littlechild
Internationally recognised speaker, author, Founder and CEO of Absolute Engagement, Julie Littlechild shares her research and insights into client engagement. We talk data collection, NPS, client segmentation and the role technology plays in creating a client experience.
34 minutes | Mar 4, 2021
Ep 51: Past, present, and future of financial planning technology - Andrew Walsh
Andrew Walsh, Managing Director and CEO of Iress, shares his journey from founding Xplan 20 years ago to becoming the CEO of Iress. Andrew talks technology adoption, where advisers should start, the curse of the digital magpie and the importance of leveraging and protecting data. Hear Andrew’s thoughts on the future ‘bionic’ adviser, and how advisers can harness robo-technology to provide an on-demand client experience.
37 minutes | Feb 3, 2021
Ep 50: Creating a modern advisory business for today's dynamic economy - Neville Azzopardi
Neville Azzopardi, founding partner and CEO of Sayers Wealth, on the launch of a new wealth management business and challenging the status quo. Listen to Neville discuss the opportunities to bring together a more holistic wealth approach for high net worth individuals (HWNIs), addressing the importance of family, the multi-generational family business, technology and the changing face of philanthropy.
38 minutes | Dec 2, 2020
Ep 49: Creating a healthy workplace - Damien Mu
Hear how Damien Mu went from working in the mailroom to be the CEO of AIA Australia and New Zealand, one of the countries largest life insurers. He also shares how he has built a purpose-led organisation and what workplaces should consider to support mental and physical wellbeing.
35 minutes | Nov 4, 2020
Ep 48: Collaborating with the media - Michelle Baltazar
"What I've found in the last 12 months of working with the Money team is that there's absolute demand out there for good content around finance and steps towards building your wealth." Michelle Baltazar, Executive Director of Media for Rainmaker Group - publisher of the Financial Standard and Money Magazine, joins the podcast to share her advice for wealth management professionals wanting to contribute and be heard in the media. Michelle also discusses some of the major trends she's covering and the future of events post-COVID.
47 minutes | Oct 21, 2020
Ep 47: The expanding role of financial advisers - Clayton Daniel
"As the role of the adviser expands, the previous work and the previous roles are not diminishing, it's just additional work is being done." Clayton Daniel, Managing Director of XY Adviser - a social network for the advice industry, joins to share how he went from aspiring rockstar, to running his own advice business, to managing an online community for financial advisers. Clayton also discusses some of the trends he's seeing in this community including the expanding role of advisers, and what he has planned for the future of XY.
49 minutes | Oct 6, 2020
Ep 46: Exploring the qualities of successful leaders - Brett Kelly
Hear how Brett Kelly, founder and CEO of Kelly Partners, got to speak to some of the most influential Australians at the age of 22 and how this inspired him to create his own business. In this fascinating episode, Brett also explores what he’s learnt about people management from some of the world’s best leaders and how he maintains a passion for his work.
33 minutes | Sep 22, 2020
Ep 45: AdviceTech Leaders Series - Fraser Jack, Advice Intelligence
Fraser Jack, Head of Partnerships at Advice Intelligence chats to Matt about how advice firms can start their own podcast, how you can build more in-depth relationships with your clients through goals-based advice and what the future of advice might look like, and the technology to enable it.
23 minutes | Sep 9, 2020
Ep 44: AdviceTech Leaders Series - Shane Nicholas, Innate Wealth
Shane Nicholas, Director & Financial Adviser at Innate Wealth chats to Matt about his balanced approach to selecting the right AdviceTech to meet the needs of his firm, key learnings from being an early adopter of Xeppo and what advice he can give firms who are starting their AdviceTech journey.
26 minutes | Aug 26, 2020
Ep 43: AdviceTech Leaders Series - Dan Rake, Freedom Finance Australia
Dan Rake, COO at Freedom Finance Australia chats to Matt about selecting and deploying AdviceTech to meet the needs of a multi-disciplinary firm, which technologies have provided the biggest business and client benefits and the process of creating his own digital coaching tool, Cleva.
55 minutes | Aug 12, 2020
Ep 42. Capitalising on curiosity - Hamish Douglass
Hamish Douglass, Chairman and CIO of Magellan Asset Management, shares his career story that's seen him climb up the ranks to co-found one of Australia's leading asset managers. Hamish also shares how his curiosity has translated into investment success, how it's helped in developing a culture of innovation, and how he's been able to capitalise on luck.
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