58 episodes

In this podcast series Matt Heine, Joint Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry as a whole. Together they explore latest technologies, business models, changing demographic patterns and general trends in the industry. This series is designed for wealth professionals who are interested in seeing their business and the industry in a different light.

Between Meetings with Matt Heine Netwealth Investments Limited

    • Business
    • 4.8 • 11 Ratings

In this podcast series Matt Heine, Joint Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry as a whole. Together they explore latest technologies, business models, changing demographic patterns and general trends in the industry. This series is designed for wealth professionals who are interested in seeing their business and the industry in a different light.

    Ep 58: Navigating a crisis through wealth and wellbeing - Matt Brown

    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.

    • 38 min
    Ep 57: Technology and the licensee of the future - Neil Younger

    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. 

    • 37 min
    Ep 56: Making super work for Australians - Senator Andrew Bragg

    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’.

    • 36 min
    Ep 55: Benchmarking for success - Sarah Brennan

    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.

    • 42 min
    Ep. 54: Future proofing - the increasing importance of ethical investing – John McMurdo

    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.

    • 39 min
    Ep 53: The value of financial advice - Jodie Hampshire

    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. 

    • 41 min

Customer Reviews

4.8 out of 5
11 Ratings

11 Ratings

truwealthadvice ,

Netwealth

Great podcast! Industry insights are so valuable - thanks so much!

Bcminer ,

Always worth listening to!

Thanks Matt and the netwealth team. It’s always great to hear other perspectives.

Ganlexy ,

Easily accessible and makes sense

Good listening and informative 👌

Top Podcasts In Business

Listeners Also Subscribed To