HerAdvice – Episode 2 – The future of advice is bright with guest Jess Harris

14 Sep 2023

Podcast

In this, our second episode, Tara Sutton, State Director at BT, speaks with Jess Harris, ClientAdviser, Wealth at MGD Wealth. Jess is passionate about Financial Advice and seeing the industry grow and thrive. Tara and Jess tackle the challenges faced by up and coming advisers and discuss the bright future of financial advice in Australia.

You can also access this podcast via Soundcloud.

HerAdvice - Episode 1 - Embracing Diversity In Financial Advice

A 5-part podcast series that asks female leaders in the industry how they see the future of advice. In this, our first episode, Tara Sutton, Head of Account Management at BT, speaks with Julia Newbould, managing editor, Conexus Financial and Stella Network Lead about the current state of the industry and what we can all do to see women in financial advice thrive.

Podcast

Revisiting recontribution realities

Before 2007, recontribution strategies were common for retirement planning tax efficiencies. Since then, they have been used less frequently for estate planning purposes. In this podcast we revisit the realities around recontribution strategies in light of the proposed tax for clients with super balances exceeding $3millon.

Podcast

Centrelink rate update

This podcast will touch on the recent indexation of various social security thresholds that took effect from 1 July 2023 and the potential benefits this may provide to your clients.

Podcast

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