Financial Standard Podcast

Over 15 years, Your Wealth Hub Advice has evolved significantly, but founder Gavin Glozier has never lost sight of its mission and core purpose: strengthening Australians' financial literacy and education, one client and one social media post at a time.

Financial advice begins with understanding what matters. In this episode, Ellie Fordham reflects on goal-based advice, helping Australians navigate competing financial priorities and the challenges facing younger generations. She also explores the lessons of mentorship, the future of the profession and small changes we can make along the way.

Financial advice is about far more than spreadsheets and projections. In this episode, Sacha Buchgart discusses the art of asking the right questions, helping clients navigate family dynamics, property decisions, intergenerational wealth, and the rise of AI. She shares how storytelling, strategy, and human connection can turn complex financial concepts into meaningful action and build confidence for the future.

Deline Jacovides of Mazi Wealth shares how her maternity-leave Instagram account led to her own advice firm, the money mistakes women make most often and how to avoid them.

The SMSF boom isn't a surprise to GFM Wealth Advisory's Paul Nicol, as more Australians want to take control of how they invest their retirement capital. However, with so many developments in the sector, including the recent LRBA ban on residential properties and rising interest in digital assets, Paul believes his clients should stick to their original plan rather than follow trends thoughtlessly.

Viridian executive strategic adviser Kathy Havers is committed to lending a helping hand not only to her clients but also to the broader community, as shown through achievements beyond her advisory role. She believes these initiatives can be as rewarding and fulfilling as advising clients to achieve great outcomes, and she encourages her peers to take a similar path.

An end to Facebook groups, cold calls and promises of 15% returns. Liam Shorte from Sonas Wealth joins Financial Standard to discuss what the Assistant Treasurer's latest reforms mean for the SMSF sector, and why education is the first line of defence.

Shadforth Financial Group private wealth adviser Jackie Kirkwood was ready to cancel her insurance — until a routine medical test led to a cancer diagnosis. She joins Financial Standard to share her story, and how advisers can balance clients' affordability concerns with the potentially devastating consequences of being uninsured.

Viridian Advisory senior financial adviser Josef Jindra shares the key lessons from his transition into financial advice and discusses his passion for helping clients achieve better financial outcomes.

Thriving Wealth founder and financial adviser John Cachia has seen constant change in the financial advice sector, despite the challenges he’s observed and endured through the global financial crisis, the pandemic, and the recent AI spike. He remains committed to achieving the best possible outcome, so far as saving a marriage, for his clients. Now, with more upcoming challenges, learn about how John’s relentlessness has shaped his career to date.