أفضل بودكاسات Baker Lee (2024)

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Ep 12. Josh Smyth - ARCH CAPITAL 26:59

21d ago26:59

26:59

Josh Smyth is an Associate Advisor for Arch Capital, a highly qualified independent financial advice company. They are professionals with Chartered Accounting and Certified Financial Planning qualifications who use a rigorous investment philosophy and access to the world's best academic research to ensure client portfolios are commendably construct…

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Ep 11. Libby Newman - VANGUARD 29:07

29d ago29:07

29:07

Libby Newman is an Investment Specialist, Strategy and Research with Vanguard Australia. In this role Libby is responsible for supporting Vanguard's distribution team by connecting the adviser community with Vanguard's extensive investment and strategic research. https://www.vanguard.com.au HOST - Nigel Baker PRODUCER - Andrew O'Brien…

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Ep 10. Ben Jennings - JENNINGS PARTNERS 34:07

1M ago34:07

34:07

Ben is a director of a boutique business service chartered accountancy firm with a specific focus on small and medium business. The services Jennings Partners provides are for business owners who are seeking peace of mind in having a registered finance professional look after their book-keeping, business financials and accounting. https://www.jenni…

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Ep 9. Tim Findlay - CATO ADVISORY 37:31

2M ago37:31

37:31

Tim Findlay is an accomplished senior financial professional with over 20 years experience in corporate and commercial lending, sales, relationship management and operations. He is the owner of Cato Advisory located in Young NSW. After growing up on a farm in Cowra in the NSW Central West, Tim attended Charles Sturt University in Bathurst before em…

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Ep 8. Pauline Blight-Johnston - HELIA 30:59

2M ago30:59

30:59

Pauline Blight-Johnston is CEO and Managing Director of Helia, Australia’s largest lendersmortgage insurer. An actuary with more than 30 years of global industry experience in wealthmanagement and insurance, Pauline is passionate about driving customer focusedinnovation and building inclusive working cultures.…

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Ep 7. Ian Whitworth - SCENE CHANGE 28:52

2M ago28:52

28:52

Ian is a reformed branding and advertising creative director turned entrepreneur, co-founder of national corporate audiovisual company Scene Change. He studied as a vet, got expelled, and became a corporate AV technician. He was exposed to radioactive megadoses of corporate motivator shtick, and realized they’re generally 99% Showbiz and 1% busines…

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Ep 6. Brigitta Hembrow-Gersey - ARCH CAPITAL 26:58

3M ago26:58

26:58

Brigitta is a Certified Financial Planner & Accredited SMSF Association Specialist Adviser. She speaks four languages and in 2022 was the winner of the Gwen Fletcher Memorial Award, “recognising the highest achiever in the Certified Financial Planner (CFP®) Certification Unit, with demonstrable dedication to providing high-quality financial advice”…

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Ep 5. Dave Segal - FRONT ROW GROUP 34:09

3M ago34:09

34:09

Dave Segal and ex Wallaby captain Phil Kearns founded Front Row Group over 20 years ago and have shaped the company into a boutique marketing consultancy firm, offering its clients a range of unique entertaining, hospitality and marketing services.

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Ep 4. Ash Cooper - JELLY C 33:54

3M ago33:54

33:54

Ash Cooper has 20 years of highly successful experience as an accomplished business development and relationship builder within the global financial markets sector. He is currently the co founder of Jelly C, a cutting edge digital assets company. jellyc.io Host - Nigel Baker Producer - Andrew O'Brien…

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Ep 3. Scott Aggett - HELLO HAUS 22:10

3M ago22:10

22:10

Scott Aggett is Australia’s leading property negotiator and founder of Hello Haus, a busines revolutionising the Australian property buying experience. Leveraging his 30 years of experience, including 3,500+ property transactions across three continents, Scott’s expertise helps clients buy homes faster and at the most competitive prices. https://he…

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Ep 2. Anthony Aboud - PERPETUAL 29:26

4M ago29:26

29:26

With over 25 years experience in the financial sector Anthony is currently Deputy Head of Equities for Perpetual. Prior to joining Perpetual, he worked at Ellerston Capital for six years, where he was the Portfolio Manager for the Ellerston Capital Global Equity Management Fund for. Before Ellerston Capital, Anthony worked as an Analyst at UBS Inve…

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Ep 1. Stirling Mortlock - XV CAPITAL ADVISORY 27:00

4M ago27:00

27:00

Stirling Mortlock AM is a Founding Partner of XV Capital Advisory, a sports advisory and investment firm that invests in global sports innovation. A world renowned representative rugby player, he represented the Australian Wallabies, the ACT Brumbies and the Melbourne Rebels captaining all teams during his inspirational rugby career. www.xvcapitala…

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Money Never Sleeps 2:41

4M ago2:41

2:41

The trailer for Money Never Sleeps, a new podcast By Nigel Baker. Presented by Scientiam.com.au

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Season 2 Episode 20 - Sustainable and ethical Investing - what to look out for and how to implement successfully 9:49

1y ago9:49

9:49

In today's show, we talk about Sustainable Investing In recent years lots of new Sustainable investing products have hit the market. How do you know which one is right for you? How do you know if the investments are actually sustainable? Some funds have been caught out for "greenwashing" and consequently fined and closed. In this episode, we discus…

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Special Episode - IFA Show - Embracing Change and Innovating Advice with Nigel Baker 30:17

1y ago30:17

30:17

In this special episode of the ifa show, Nigel is interviewed on the Independant financial adviser or IFA show Australia. IFA a host Keith Ford chats to Nigel Baker, CEO and founder of Scientiam, a pioneering company in the financial advice industry.Mr Baker shares his journey, from working in renowned accounting firms to establishing his own indep…

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Season 2 Episode 19 - A chat about returns , super strategies and EOS 11:51

1+ y ago11:51

11:51

In today's show, we talk about returns , a key superannuation strategy and an awesome business process we have been using called EOS. Hope you enjoy this episode and if you do can we ask you a favour to provide a like or a review. We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at nigel@scient…

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Season 2 Episode 18 - How did your fund go for the year - Year End Market Update 2023 9:09

1+ y ago9:09

9:09

In today's show, we talk about the returns for the previous financial year and what investors should look for when they receive their 30 June superannuation reports. We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at nigel@scientiam.com.au Visit the Scientiam website: ⁠⁠⁠⁠⁠⁠⁠https://scientiam.…

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Season 2 Episode 17 - Where are people learning about investing in today's world? 16:20

1+ y ago16:20

16:20

In today's show, we look at where people are consuming information about investing in today's world. The ASX released a very informative report this week and some of the findings may astonish you if you are running an advice business. Unless you are starting to offer a way to engage these investors ( and they are not all young) with digital tools l…

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Season 2 Episode 16 - What to do before the end of the financial year 7:06

1+ y ago7:06

7:06

In today's show, we talk about what to do before the end of the financial year. We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at nigel@scientiam.com.au Visit the Scientiam website: ⁠⁠⁠⁠⁠https://scientiam.com.au/⁠⁠⁠⁠⁠Follow Nigel on LinkedIn: ⁠⁠⁠⁠⁠https://au.linkedin.com/in/nigel-baker-b25662…

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Season 2 Episode 15 - Interview with Nathan Krieger - Co Head of Client Group Dimensional Fund Advisers 37:33

1+ y ago37:33

37:33

In today's show, we interview Nathan Krieger the co-head of client group Australia for Dimensional Fund Advisers. Dimensional is one of the largest and I believe most interesting fund managers in the world. Having started in 1981 they now have over $900bn under advice and offices all around the world. They have a strong belief in research and bring…

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What the Heck is EOS? Episode 14 - Interview with Cam Ogilvie 26:59

1+ y ago26:59

26:59

In this episode, we jump into the topic of running a successful business, the journey, ups and downs and how to use a world-class structure to get the best results for your team, clients and stakeholders. The advice and superannuation industry has faced significant overhauls in the last decade, making running a business in this sector incredibly ch…

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Season 2 Episode 13 - The World (and your super) is getting better! 10:47

1+ y ago10:47

10:47

In this episode we talk about all the bad news out there - and consider whether the world is actually getting worse or better, and how this relates to your super we also talk about - Making sure your super is safe - How to avoid scams - Some investment principles Contact us at Scientiam.com.au , like and share or podcast or email me nigel@scientiam…

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Season 2 Episode 12 - Understanding your Superannuation with guest Scott Aggett from Hellohaus.co 19:39

1+ y ago19:39

19:39

In this episode of Understanding your Superannuation , we talk to Scott Aggett from HelloHaus.co. I have known Scott for 25 years and am excited to interview him today as we share knowledge about property with one of Australia's leading property experts check out Hellohaus.co for more information!About Us | Hello Haus We would love to hear from mor…

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Season 2 Episode 11 - Understanding your superannuation - What do clients want? Aimie Roberts 8:38

1+ y ago8:38

8:38

In this episode of Understanding your superannuation, we talk about 5 key topics with our guest Aimie Roberts. Education Access to advice Costs Online experience How is Scientiam used? We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at nigel@scientiam.com.au Visit the Scientiam website: ⁠⁠http…

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Season 2 Episode 10 - US Banking collapses, ETF's and performance data 10:32

1+ y ago10:32

10:32

In todays episode Nigel discusses the US Banking collapse and implications, ETF's and performance dataWe would love to hear from more of our listeners - please comment/like. subscribe and share or email me nigel@scientiam.com.au Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b2…

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Series 2 Episode 9 - Interview With Estate Planning Solicitor - Danielle Manion from Stuart Latham Solicitors 20:11

1+ y ago20:11

20:11

In today's episode, we talk with Danielle Manion, a solicitor with Stuart Latham Solicitors The topics we discuss are - death benefits in super - the different types of nominations - what happens if you won't make a nomination - estate planning and wills - collaborative estate planning You can find out more here STUART LATHAM SOLICITORS Phone: (02)…

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Series 2 Episode 8 - New taxes announced in super ! 16:12

1+ y ago16:12

16:12

In this episode we talk about the superannuation tax system and consider if all the current taxes are more than enough ! So why the new taxes announced this week ? Visit the Scientiam website: https://scientiam.com.au/ Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/compa…

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Series 2 Episode 7 - The Latest Round of the Super Wars begins! 6:31

1+ y ago6:31

6:31

In this episode we look at the start of the new "super wars". The Labor Government is looking at legislating exactly what super is , and is also framing up the conversation to make reforms to the current system, taxes and rules. This will be fascinating, so watch this space!Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on Linke…

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Series 2 Episode 6. The Quality of Advice Review and Why it's important to Australians with superannuation 23:50

1+ y ago23:50

23:50

In this week's podcast, we run through the Quality of Advice Review. The Purpose of the review is "to ensure Australians have access to high quality, accessible and affordable financial advice" So it's important to understand what this all means for your super! Overall if legislated, these reviews look good for you as a superannuation investor. Vis…

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Series 2 episode 5. Understanding costs - What should a super fund cost you? 12:29

2y ago12:29

12:29

In this episode we talk about costs. What are the costs involved with super. What should you be paying and what do the typical funds cost to run? Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-invest…

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Series 2 episode 4. Where do your superannuation returns come from ? What should i expect ? 18:27

2y ago18:27

18:27

In This episode of our series Understanding Your Superannuation, we discuss performance returns and explain the key principles to consider when understanding your super fund's performance. What should you expect as a return? Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662…

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Series 2 Episode 3. What to focus on in 2023 10:21

2y ago10:21

10:21

In this episode of our series " Understanding your Superannuation" , In this episode, we talk about planning for 2023... it can be daunting so we break it down into a few simple steps to get your finances humming for 2023! Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 F…

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Series 2 episode 2 - What to make of all the “New Year” stock predictions? 13:39

2y ago13:39

13:39

In this episode of our series " Understanding your Superannuation" , we look at the new year stock predictions and go through some steps to work out whether this is a smart approach to manage superannuation money. Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Sci…

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Series 2 Episode 1: Understanding your Superannuation Series by Scientiam 17:27

2y ago17:27

17:27

Theme – understanding your super so you can retire comfortably This podcast is all about super and giving you the knowledge to do better. We also run a weekly zoom class that you can attend for free and ask questions about this podcast topic of anything super, and of course its recorded for Scientiam members Simply email me nigel@scientiam.com.au a…

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Josh and Nic's Insights and Experiences As New Financial Advisers | Episode #25 20:08

2y ago20:08

20:08

Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, Josh …

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Chris Holcombe's Industry Insights & Views on the Quality of Advice Proposals - sharing his experience as a Compliance Manager | Episode #24 24:20

2y ago24:20

24:20

Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we sp…

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Q3 2022 Market Review with Dr Steve Garth | Episode #23 5:29

2y ago5:29

5:29

Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In this episode, Dr Steve…

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Tom Buckley on The Importance of Cybersecurity For The Financial Planning Industry | Episode #22 30:29

2y ago30:29

30:29

Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we sp…

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John Hazell's Insights & Experience as a Financial Expert | Episode #21 23:06

2y ago23:06

23:06

Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we sp…

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How Will Quality of Advice Review Proposal Papers Affect Advisers and Clients? | Episode #20 12:52

2y ago12:52

12:52

Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, I dis…

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Colin Weir on How Advisers Can Use Technology to Add More Value for Clients | Episode #19 31:04

2y ago31:04

31:04

Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we sp…

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Negative Markets - Should You Worry About It? | Episode #18 11:31

2+ y ago11:31

11:31

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In this episode, Josh, Nic, and I talk about the current market conditions and help you understand …

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Q2 2022 Market Review with Dr Steve Garth | Episode #17 14:03

2+ y ago14:03

14:03

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In this episode, Dr Steve Garth and I conduct a quarterly market review for the second quarter of 2…

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Scott Douglas' Insights & Experience as Financial Adviser | Episode #16 21:54

2+ y ago21:54

21:54

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we speak with Scott Douglas, Director and Wealth Specialist at IMFG. He shares …

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Keith Abraham on Creating High-Performance Leaders & Building Massive Business Growth | Episode 15 18:27

2+ y ago18:27

18:27

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we speak with Keith Abraham, a world-renowned motivational speaker and leadersh…

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Jim Stackpool’s Insights & Experience as a Financial Adviser | Episode 14 22:47

2+ y ago22:47

22:47

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we speak with Jim Stackpool, Founder of Certainty Advice Group. He shares with …

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Rates Go Up - How Will It Change Your Business? | Episode 13 6:18

2+ y ago6:18

6:18

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisors the tools they need to help more investors improve their financial well-being. In this episode, we talk about the increased interest rate from 0.1% to 0.35% made by the Reserve B…

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2022 First Quarter Market Review with Dr Steve Garth | Episode 12 8:10

2+ y ago8:10

8:10

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisors the tools they need to help more investors improve their financial well-being. In this episode, Dr Steve Garth and I conduct a quarterly market review for the first quarter of 20…

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Understanding More About ETFs with Evan Metcalf | Episode 11 18:32

2+ y ago18:32

18:32

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In this episode, we speak with Evan Metcalf, Head of Product at ETF Securities Australia. He shares…

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Patrick Anwandter's Insights & Experiences as a Financial Adviser | Episode 10 38:58

2+ y ago38:58

38:58

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In this episode, we speak with Patrick Anwandter, Managing Director of Strategy First Financial Pla…

المدونة الصوتية تستحق الاستماع

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