August 2025
If July was relatively quiet, well August put an end to that pretty quickly! It’s been a month of getting out and about, putting stuff out there and enjoying what’s come back.
It is, however, the month before the final quarter of the calendar year, so we’re scaling back a bit to, you know, focus on doing our actual jobs!
(In saying that, if you’d like to chat about something you’re planning for 2026, get in touch).
Podcasts
Weaving Gold
We’re really enjoying producing this new podcast. Designed specifically to help people in their 40s, 50s and 60s with the big questions they're facing, it’s a way for us to share what we know to help them find some answers.
We’d love it if you wanted to share them with anybody you think would benefit from listening. We’ve had some really lovely feedback from people we know sharing particular eps with some clients - how great’s that! We’re even starting to get audience questions coming in regularly!
Some recent episodes:
Home Care Rules Are Changing When to Involve a Financial Adviser In Your Divorce
Can We Use Our Super to Clear Our Mortgage?
Challenge the Standard
Our tagline for this podcast is ‘The Podcast For Advisers, By Advisers’, and we think that really sums up this hyper-niche thing we’ve built. It really is only going to interest other financial advisers, but with around 200 listens per week, we’re really proud of it.
This month’s ranting and raving has included:
The Gameshow Episode with James d’Apice and Morgan Hayward The Power of Peers
Pricing (Again, But Better) Ethical Dilemmas in Pricing
Jordan AND Nathan
Jordan
The Kind Lawyers - Conversation Day Panel
Part of a panel discussion around “Aggression Vs Advocacy” in written communciation in family law matters.
Working with Pepe Kish, Joe Buckley, Marguerite Picard and Sallyanne Hartnell.
Bridging the Risk Insurance Gap for Women
Sharing some insights with the team at Zurich for their online, national roadshow for financial advisers - discussing the importance of tailoring our approach and advice when working with women.
Nathan
The way the finance product industry treats the elderly is a real problem.
CPD Article on the New Aged Care Rules
Published via Kaplan Education, provides additional training and education for financial advisers.
Nathan was invited back to the moneymoneymoney studios in Newcastle to record a handful of specialist episodes. Due out in September.
Guest Lecture - University of Sydney
Presenting to behavioural finance students on the Human Side of Advice, and Ethical Investing.