Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

In this episode we're talking about sustainability, and whether or not income protection is currently in a stable position. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & Co Website: http://hcis.com.au/ Jeff Thurecht Director and Senior Financial Planner at Evalesco Financial Services Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035 Evalesco Website: https://evalesco.com.au/ Natalie Cameron Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/ AFCA Website: https://www.afca.org.au/ Benjamin Martin Senior Technical Manager at AIA Australia Benjamin M

In this episode we talk about the mindset changes that advisors need to adopt moving forward. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & Co Website: http://hcis.com.au/ Jeff Thurecht Director and Senior Financial Planner at Evalesco Financial Services Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035 Evalesco Website: https://evalesco.com.au/ Natalie Cameron Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/ AFCA Website: https://www.afca.org.au/ Benjamin Martin Senior Technical Manager at AIA Australia Benjamin Martin LinkedIn: https://www.li

In this episode we discuss insurance philosophies that advisers can implement in their practices. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & Co Website: http://hcis.com.au/ Jeff Thurecht Director and Senior Financial Planner at Evalesco Financial Services Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035 Evalesco Website: https://evalesco.com.au/ Natalie Cameron Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/ AFCA Website: https://www.afca.org.au/ Benjamin Martin Senior Technical Manager at AIA Australia Benjamin Martin LinkedIn: https://ww

In this final installment we talk about what the future might hold for income protection in Australia. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & Co Website: http://hcis.com.au/ Jeff Thurecht Director and Senior Financial Planner at Evalesco Financial Services Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035 Evalesco Website: https://evalesco.com.au/ Natalie Cameron Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/ AFCA Website: https://www.afca.org.au/ Benjamin Martin Senior Technical Manager at AIA Australia Benjamin Martin LinkedIn: https

Shane is a Partner at The Hopkins Group (Australia) and Beekeeper. He and Fraser talk about improving your mental and physical health during challenging times, and the mental health benefits of beekeeping. Shane Light LinkedIn: https://www.linkedin.com/in/lightshane/ The Hopkins Group Website: https://thehopkinsgroup.com.au/ This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/l/37502/2021-12-02/xc17s6 Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover the continuing impacts of the Omicron variant, Australian GDP, KFC Europe and Woolworth's API bid. This market highlight is proudly brought to by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Siobhan is the Relationship Manager at Pivot Wealth. She and Fraser chat about appreciating the non-financial benefits of client relationships, and how to maximise these relationships with a BDM-style approach. Siobhan McTiernan LinkedIn: https://www.linkedin.com/in/siobhanmctiernan/ Pivot Wealth Website: https://pivotwealth.com.au/ This episode is proudly sponsored by First Sentier Investors. https://www.firstsentierinvestors.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Christopher is a Principal at MillerPrince Lawyers. He joins Fraser to discuss buying and selling financial planning businesses. Christopher Athanassios LinkedIn: https://www.linkedin.com/in/christopher-athanassios-5023666a/ MillerPrince Website: https://millerprince.com.au/ This episode is proudly sponsored by First Sentier Investors. https://www.firstsentierinvestors.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Today we cover the COVID Omicron variant, Australian Retail Sales, Fisher and Paykel Healthcare and Crown Resorts. This market highlight is proudly brought to by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Lisa is a Marketing Consultant who specialises in marketing message and website makeovers for financial advisers. She talks about how advisers can use their marketing to simplify the advice process in their client's mind, and how to avoid the "curse of knowledge". Lisa Greensill XY: https://www1.xyadviser.com/members/4200237 Lisa Greensill Website: https://www.lisagreensill.com/ This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode we discuss the market demand and dynamics of ESG Advice. To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Planning Website: https://www.limefinancialplanning.com.au/ Good for the Bee Podcast: https://www.goodforthebee.com/ Karen McLeod Principal Financial Adviser at Ethical Investment Advisers Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/ Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/ RIAA Website: https://responsibleinvestment.org/ Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/ David Graham Senior Financial Planner at Story Wealth Management David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/ Story Wealth Management Website: https://storywealth.com.au/ Michelle Brisbane Mana

In this episode we talk about the adviser's approach to discussing ESG investing with their clients. To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Planning Website: https://www.limefinancialplanning.com.au/ Good for the Bee Podcast: https://www.goodforthebee.com/ Karen McLeod Principal Financial Adviser at Ethical Investment Advisers Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/ Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/ RIAA Website: https://responsibleinvestment.org/ Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/ David Graham Senior Financial Planner at Story Wealth Management David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/ Story Wealth Management Website: https://storywealth.co

In this episode we deep dive into the impact and social change of ESG investing, as well as exploring the concept of "greenwashing". To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Planning Website: https://www.limefinancialplanning.com.au/ Good for the Bee Podcast: https://www.goodforthebee.com/ Karen McLeod Principal Financial Adviser at Ethical Investment Advisers Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/ Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/ RIAA Website: https://responsibleinvestment.org/ Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/ David Graham Senior Financial Planner at Story Wealth Management David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/ Story Wealth Management

In this episode we talk about the changing climate of climate change, and how "impact investing" can affect your client's portfolio. To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Planning Website: https://www.limefinancialplanning.com.au/ Good for the Bee Podcast: https://www.goodforthebee.com/ Karen McLeod Principal Financial Adviser at Ethical Investment Advisers Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/ Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/ RIAA Website: https://responsibleinvestment.org/ Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/ David Graham Senior Financial Planner at Story Wealth Management David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/ Story Wealth Management

In this final installment we focus in on bonds vs equities, and the different asset classes of ESG investing. To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Planning Website: https://www.limefinancialplanning.com.au/ Good for the Bee Podcast: https://www.goodforthebee.com/ Karen McLeod Principal Financial Adviser at Ethical Investment Advisers Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/ Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/ RIAA Website: https://responsibleinvestment.org/ Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/ David Graham Senior Financial Planner at Story Wealth Management David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/ Story Wealth Management Website: https://story

Nellie is a Values Based Financial Adviser and Director at O'Brien Accountants & Advisors. She joins Fraser to talk about the importance of a consistent approach to advice. Nellie Fung LinkedIn: https://www.linkedin.com/in/nelliefungfinancialadvisor/ O'Brien Accountants & Advisors Website: https://obbc.com.au/ This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Today we cover the Reserve Bank of Australia minutes, APRA, core inflation, Aristocrat's FY21 result, Woodside Petroleum, CBA's September Quarter update and Crown Resorts. This market highlight is proudly brought to by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Whitley is a Practicing Adviser and Mortgage Broker, and an Associate Lecturer at Griffith University. She joins Fraser to discuss her research into how your mindset influences your financial well-being. Whitley Bejah LinkedIn: https://www.linkedin.com/in/whitley-bejah-8b448454/ Griffith University Profile: https://experts.griffith.edu.au/18432-whitley-bejah This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Andrew is the Principal Financial Adviser and founder of EFS Advice. He joins Clayton to chat about the best client acquisition channels and hyper-niche practices. Andrew Reynolds XY: https://www1.xyadviser.com/members/4142480 EFS Advice Website: https://efsadvice.com.au/ This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Today we cover US CPI data, Australian employment data, Broad credit in China, UK GDP data, the Australian IPO market and Playtech. This market highlight is proudly brought to by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/