Talking Personal Wealth Management

HLB Mann Judd
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  • INVESTING
  • MONTHLY SERIES

This series looks at the different areas of personal wealth management including investing, estate planning, family trusts, personal insurances financial advisory, tax planning, self managed super funds and aged-care.

Season 1

  1. Talking Personal Wealth Management Episode 1 - Introduction to Personal Wealth Management

    EPISODE 1

    Talking Personal Wealth Management Episode 1 - Introduction to Personal Wealth Management

    In this episode Michael Hutton, Head of HLB Mann Judd Personal Wealth Management gives an overview of what personal wealth management is, and how the sector has changed following the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services.

    21 min
  2. Talking Personal Wealth Management Episode 2 - Investing

    EPISODE 2

    Talking Personal Wealth Management Episode 2 - Investing

    In this episode, Jonathan Philpot Partner in HLB Mann Judd Sydney's Personal Wealth Management gives an overview of the different types of investing options.

    22 min
  3. Talking Personal Wealth Management Episode 3 - Estate Planning

    EPISODE 3

    Talking Personal Wealth Management Episode 3 - Estate Planning

    In this episode HLB Estate Planning specialist Robert Monahan talks about the importance of estate planning, the importance of wills and powers of attorney to ensure loved ones are looked after and protected upon someone's passing.

    31 min
  4. Talking Personal Wealth Management Episode 4 - Family Trusts

    EPISODE 4

    Talking Personal Wealth Management Episode 4 - Family Trusts

    In this episode Peter Bembrick, Partner in HLB Mann Judd Sydney's Tax Consulting division gives an overview on family trusts - what are they, what are the benefits and the tax implications.

    27 min
  5. Talking Personal Wealth Management Episode 5 - Self Managed Super Funds

    EPISODE 5

    Talking Personal Wealth Management Episode 5 - Self Managed Super Funds

    In this episode Andrew Yee Superannuation Director in HLB Mann Judd Sydney's Personal Wealth Management gives an overview of what a self managed super fund is, the pros and cons of having one and their tax implications.

    30 min
  6. Talking Personal Wealth Management Episode 6 - Interest rates

    EPISODE 6

    Talking Personal Wealth Management Episode 6 - Interest rates

    In this episode Betty Preshaw, Director in in HLB Mann Judd Sydney's Debt Advisory divisions gives an overview on personal finance including interest rates - fixed vs variable, why bank loyalty could be costing you and why you should use an independent mortgage broker.

    30 min
  7. Talking Personal Wealth Management Episode 7 - Personal Insurance

    EPISODE 7

    Talking Personal Wealth Management Episode 7 - Personal Insurance

    In this episode, HLB Sydney's Insurance Services Risk Advisor Andrew Kennedy talks about the importance of personal insurances including life, total & permanent disability, trauma and income protection. What should you have?

    22 min
  • 7 Episodes

About

This series looks at the different areas of personal wealth management including investing, estate planning, family trusts, personal insurances financial advisory, tax planning, self managed super funds and aged-care.

Information

  • Creator
    HLB Mann Judd
  • Episodes
    7
  • Seasons
    1