Build the paths – and trigger the possibilities
seekingcertainty's podcast
Welcome to another edition of Seeking Certainty podcast, helping consumers everywhere we hope, to find greater financial certainty that is totally transparent and totally conflict–free. Today we’re talking to Paul Gilbey of Hywood Partners based in St. Georges Terrace in Perth.
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Understanding the path you’re on – not the side-tracks to products
seekingcertainty's podcast
Guest: Scott Farmer Duration: 17:12 Date: 30 June 2017 Today we continue our conversation on the concept of affordability, the by talking with the principal of , an award-winning boutique advisory firm, . Join us as Scott and I discuss what is affordable advice as well as his experiences with his own clients. This is really aimed, as all these podcasts are, to help you understand exactly what are those things you should be listening out for, recognising, hearing, and understanding in your own advisory relationship, with your advisers. What really constitutes valuable...
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Reaching the ‘nirvana’ of valuable advice
seekingcertainty's podcast
Guest: Annette Pulbrook Duration: 13:59 Date: 9 June 2017 This particular podcast is a real good one – we are talking with of . Annette has built a really great boutique financial advice firm in Warner's Bay, New South Wales. She has come through a number of large accounting practices and now has forged her own along with her team, working particularly with small businesses. I think, whether you are a small business or not, you’ll find real value to help you in how recognise from our conversation. In particular, listen out for Annette’s views about value and...
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How tough is too tough when under financial stress?
seekingcertainty's podcast
Guest: Scott Farmer, Managing Director at Bravium Duration: 14:41 Date: 16 February 2017 Have a listen in as we continue our conversation on the , specifically in the financial department, that we are experiencing today. I’m speaking to a real great adviser from a great firm in Canberra, of . Scott is a multi-award winning adviser who jumped out of the bigger firms quite a while ago because he knew that there is an approach that he could do but the institutions that he was working in wouldn’t have the structure framework to allow him to do it. He’s...
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When Success Still Brings Insecurity
seekingcertainty's podcast
Guest: Travis Martin, Principal Wealth Adviser, The Wealth Designers Duration: 14:34 Date Recorded: 4 November 2016 Join us for our newest podcast as we focus on the concepts of financial insecurity, the financial distress peril, or how otherwise the people are over feeling in today’s marketplace and why. Today we are joined by , from . A great boutique advisory firm based in West Perth. Travis and his partner have done a lot of great work in a particular market segment, specifically with clients who are suffering from this financial insecurity/financial...
info_outlineGuest: Travis Martin, Principal Wealth Adviser, The Wealth Designers
Duration: 14:34
Date Recorded: 4 November 2016
Join us for our newest podcast as we focus on the concepts of financial insecurity, the financial distress peril, or how otherwise the people are over feeling in today’s marketplace and why.
Today we are joined by Travis Martin, from TWD Monument. A great boutique advisory firm based in West Perth. Travis and his partner Dieter Tode have done a lot of great work in a particular market segment, specifically with clients who are suffering from this financial insecurity/financial distress/financial peril. He shares with us a couple really great key points. So, sit back, get comfortable, and have a listen as Travis and I discuss this situation his clients and people all over the world, are facing and how to go about solving them.