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

Money Never $leeps - A new podcast by Nigel Baker founder of Scientiam

Player FM - Internet Radio Done Right

تمت الإضافة منذ قبل three أعوام

المحتوى المقدم من Nigel Baker. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Nigel Baker أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

This Is Woman's Work with Nicole Kalil

1
QUALIFIED: How Competency Checking and Race Collide at Work with Shari Dunn | 284 33:58

منذ 4 أيام33:58

التشغيل لاحقا

قوائم

إعجاب

احب

33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

منذ عامين 12:29

M4A•منزل الحلقة

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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/

Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website

All information in these podcasts is general and not personal advice.

Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years experience advising private clients.

He is the author of " The Super Secret" published in 2021.

For a free copy of our book " The Super Secret", contact us via the website.

You can find out more at our website www.scientiam.com.au

We hold our own Australian Financial Services Licence AFSL 23453

65 حلقات

#Trading #Business #Nigel Baker #Superannuation #Money #Finance #Investing #Saving

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

Money Never $leeps - A new podcast by Nigel Baker founder of Scientiam

published منذ عامين

M4A•منزل الحلقة

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?

All information in these podcasts is general and not personal advice.

Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years experience advising private clients.

He is the author of " The Super Secret" published in 2021.

For a free copy of our book " The Super Secret", contact us via the website.

You can find out more at our website www.scientiam.com.au

We hold our own Australian Financial Services Licence AFSL 23453

65 حلقات

#Trading #Business #Nigel Baker #Superannuation #Money #Finance #Investing #Saving

كل الحلقات

1
Ep 12. Josh Smyth - ARCH CAPITAL 26:59

منذ 18 weeks26:59

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 constructed using science rather than speculation.…

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Ep 11. Libby Newman - VANGUARD 29:07

منذ 20 weeks29:07

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

منذ 21 weeks34:07

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.jenningspartners.com.au…

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Ep 9. Tim Findlay - CATO ADVISORY 37:31

منذ 22 weeks37:31

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 embarking on a career in Sydney, Dublin, and London with the likes of the Commonwealth Bank, Deutsche Bank, Merrill Lynch, and Lloyds Banking Group. In 2022, fuelled by a vision to enhance the synergy between accounting firms and financiers, Tim founded Cato Advisory. His mission is to provide rural and regional businesses with supportive, dynamic, and proactive strategic business finance and advisory services. www.catoadvisory.com.au HOST - Nigel Baker PRODUCER - Andrew O'Brien…

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

منذ 24 weeks30:59

30:59

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

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Ep 7. Ian Whitworth - SCENE CHANGE 28:52

منذ 25 weeks28:52

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% business experience. https://ianwhitworth.net/ https://www.scenechange.com.au/ Host - Nigel Baker Producer - Andrew O'Brien…

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

منذ 27 weeks26:58

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

منذ 28 weeks34:09

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

منذ 29 weeks33:54

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

منذ 30 weeks22:10

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://hellohaus.co/ Host - Nigel Baker Producer - Andrew O'Brien…

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Ep 2. Anthony Aboud - PERPETUAL 29:26

منذ 31 weeks29:26

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 Investment Bank for 8 years. SPOTIFY: https://spotifyanchor-web.app.link/e/hUFZfrbuPLb APPLE: https://podcasts.apple.com/au/podcast/money-never-%24leeps-a-new-podcast-by-nigel-baker/id1601730305 Host - Nigel Baker Producer - Andrew O'Brien…

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

منذ 32 weeks27:00

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.xvcapitaladvisory.com https://spotifyanchor-web.app.link/e/uT8YvT3sPLb Producer: Andrew O'Brien…

1
Money Never Sleeps 2:41

منذ 33 weeks2:41

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

منذ 1 year9:49

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 discuss sustainable investing, how to assess whether the fund aligns with your values and what to think about when implementing We hope this is a helpful episode and would love your feedback. Contact me via email nigel@scientiam.com.au or leave a review ! 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 ⁠⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Linkedin: ⁠⁠⁠⁠⁠⁠⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/fullscientiam ⁠⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/scientiam/⁠⁠⁠⁠⁠⁠⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly Zoom classes on all things super - simply register on our website All information in these podcasts is general information and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years of experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

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

منذ 2 years30:17

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 independent practice, Arch Capital. The pair delve into the challenges and opportunities faced by the advice industry, particularly in providing accessible and efficient advice to a broader market. Mr Baker unveils Scientiam’s innovative approach to addressing these challenges by leveraging technology to create a seamless client experience, while also touching on the future of financial advice and exploring how the industry can adapt to changing client needs and expectations. Moreover, Mr Baker emphasises the importance of separating advice from product recommendations and enabling clients to make informed decisions based on their unique circumstances. 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 ⁠⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Linkedin: ⁠⁠⁠⁠⁠⁠⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/fullscientiam ⁠⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/scientiam/⁠⁠⁠⁠⁠⁠⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly Zoom classes on all things super - simply register on our website All information in these podcasts is general information and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years of experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

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

منذ 2 years11:51

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@scientiam.com.au 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-investment ⁠⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/fullscientiam ⁠⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/scientiam/⁠⁠⁠⁠⁠⁠⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly Zoom classes on all things super - simply register on our website All information in these podcasts is general information and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years of experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

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

منذ 2 years9:09

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.com.au/⁠ ⁠⁠⁠⁠⁠⁠⁠⁠ Follow Nigel on LinkedIn: ⁠⁠⁠⁠⁠⁠⁠https://au.linkedin.com/in/nigel-baker-b25662 ⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Linkedin: ⁠⁠⁠⁠⁠⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Facebook: ⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/fullscientiam ⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Instagram: ⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/scientiam/⁠⁠⁠⁠⁠⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly Zoom classes on all things super - simply register on our website All information in these podcasts is general information and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years of experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

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

منذ 2 years16:20

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 like video and the ability to research at their own speed and in their own time, you may miss out on and become irrelevant...sooner than you think! So listen in and find out how to build these services into your proposition. 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 ⁠⁠⁠⁠⁠⁠ Follow Scientiam on Linkedin: ⁠⁠⁠⁠⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠⁠⁠⁠⁠ Follow Scientiam on Facebook: ⁠⁠⁠⁠⁠⁠https://www.facebook.com/fullscientiam ⁠⁠⁠⁠⁠⁠ Follow Scientiam on Instagram: ⁠⁠⁠⁠⁠⁠https://www.instagram.com/scientiam/⁠⁠⁠⁠⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly Zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years of experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

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

منذ 2 years7:06

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 ⁠⁠⁠⁠⁠ Follow Scientiam on Linkedin: ⁠⁠⁠⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠⁠⁠⁠ Follow Scientiam on Facebook: ⁠⁠⁠⁠⁠https://www.facebook.com/fullscientiam ⁠⁠⁠⁠⁠ Follow Scientiam on Instagram: ⁠⁠⁠⁠⁠https://www.instagram.com/scientiam/⁠⁠⁠⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly Zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years of experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

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

منذ 2 years37:33

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 bringing these ideas to you and implementing them in a very efficient and robust manner. What I have found just as interesting as their long-term performance is their business model and how they have stayed true to their values and beliefs over a very long period. They are passionate about getting the best outcomes from capital markets for the end investor. I'm sure you will enjoy this episode. More information on Dimensional can be found at Dimensional.com.au 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 ⁠⁠⁠⁠ Follow Scientiam on Linkedin: ⁠⁠⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠⁠⁠ Follow Scientiam on Facebook: ⁠⁠⁠⁠https://www.facebook.com/fullscientiam ⁠⁠⁠⁠ Follow Scientiam on Instagram: ⁠⁠⁠⁠https://www.instagram.com/scientiam/⁠⁠⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly Zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years of experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

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

منذ 2 years26:59

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 challenging. So we thought it was time for our audience, many who run advice-related businesses in superannuation, to hear some insights from EOS and Cam Ogilvie to hear about a way to get amazing traction and flow in your business so that you can survive and thrive in these volatile times. #EOS #businessstrategy #success check out : Resources - EOS Worldwide and contact Cam at Cameron OgilvieProfessional EOS Implementer® at EOS Worldwide M 0416 256 273 E cameron.ogilvie@eosworldwide.com W www.EOSworldwide.com/ We interview Cam Ogilvie, who shares his story of running a family business and then selling that and moving into a consultant with EOS, the entrepreneur operating system you really need to know about! Contact us at Scientiam.com.au , like and share or podcast or email me nigel@scientiam.com.au 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 ⁠⁠⁠ Follow Scientiam on Linkedin: ⁠⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠⁠ Follow Scientiam on Facebook: ⁠⁠⁠https://www.facebook.com/fullscientiam ⁠⁠⁠ Follow Scientiam on Instagram: ⁠⁠⁠https://www.instagram.com/scientiam/⁠⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

1
Season 2 Episode 13 - The World (and your super) is getting better! 10:47

منذ 2 years10:47

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.com.au 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 ⁠⁠ Follow Scientiam on Linkedin: ⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠ Follow Scientiam on Facebook: ⁠⁠https://www.facebook.com/fullscientiam ⁠⁠ Follow Scientiam on Instagram: ⁠⁠https://www.instagram.com/scientiam/⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

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

منذ 2 years19:39

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 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 ⁠⁠⁠ Follow Scientiam on Linkedin: ⁠⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠⁠ Follow Scientiam on Facebook: ⁠⁠⁠https://www.facebook.com/fullscientiam ⁠⁠⁠ Follow Scientiam on Instagram: ⁠⁠⁠https://www.instagram.com/scientiam/⁠⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

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

منذ 2 years8:38

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: ⁠⁠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-investment ⁠⁠ Follow Scientiam on Facebook: ⁠⁠https://www.facebook.com/fullscientiam ⁠⁠ Follow Scientiam on Instagram: ⁠⁠https://www.instagram.com/scientiam/⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

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

منذ 2 years10:32

10:32

In todays episode Nigel discusses the US Banking collapse and implications, ETF's and performance data We 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-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

1
Series 2 Episode 9 - Interview With Estate Planning Solicitor - Danielle Manion from Stuart Latham Solicitors 20:11

منذ 2 years20:11

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) 9918-3222 All information in these podcasts is general in nature and not personal advice. 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453 Infirmation on our guest today: Danielle Manion Solicitor, Stuart Latham Solicitors, Avalon Specialising in Wills & Estates and Estate Planning Master of Applied Law (Majoring in Wills & Estates and Estate Planning) Collaborative Trained Lawyer in Wills & Estates and Estate Planning danielle@stuartlatham.com.au 02 9918 3222 Stuart Latham Business Law, Property Law, Wills & Estates and Estate Planning Principal of Stuart Latham Solicitors, Avalon stuart@stuartlatham.com.au 02 9918 3222…

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

منذ 2 years16:12

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/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

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

منذ 2 years6:31

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 LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

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

منذ 2 years23:50

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. 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

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

منذ 2 years12:29

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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

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

منذ 2 years18:27

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 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

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

منذ 2 years10:21

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 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

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

منذ 2 years13:39

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 Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia. He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We hold our own Australian Financial Services Licence AFSL 23453…

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

منذ 2 years17:27

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 and will send you the details Or go to scientiam.ccom.au and register there Before I go on I need to give you the legal bits – all content in this podcast by me and aby guests are general in nature, we don’t know your personal situation so cannot give you personal advice, so if you require personal advice seek out an independent adviswer or message us ad we can provide a few names in your local area…

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

منذ 2 years20:08

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 and Nic share their insights on being financial advisers for over two and a half years. They also share their experiences on how they helped their clients during and after the pandemic, how their clients survive in today's market, how they keep their investment philosophy in check, and more. So, make sure to tune in to this episode of The Future Financial Adviser Podcast! If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. Episode Timestamps: 00:00 - Intro 03:18 - Looking Back at Industry Experience This Year 05:23 - Pre-Meeting Thoughts and Experience 07:09 - How Clients Survived Today's Market 09:12 - Clients' Successes and Failures 11:55 - What Advisors Failed to Notice 13:58 - Investment Philosophy 17:31 - Final Messages 19:30 - Outro About Our Host Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people. Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation, it is hard to help everyone and not everyone needs comprehensive advice. In his private client business, Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam. Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

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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

منذ 2 years24:20

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 speak with Chris Holcombe, compliance Manager for Compliance FP with over 20 years of experience working in financial services, assisting advisers and dealer groups in navigating all things compliance. He shares his backstory, the current key issues in the financial industry, and his thoughts on Michelle Levy's Quality of Advice Review Proposal Paper. He also talks about retail and wholesale financial advice, main compliance concerns, using technology to improve client servicing, and his best tips for financial planners in the industry. So, make sure to tune in to this episode of The Future Financial Adviser Podcast! If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. Episode Timestamps: 00:00 - Intro 01:16 - Chris' Backstory 02:13 - Key Issues in the Financial Industry Now 05:36 - Proposals from Quality Advice Review 09:46 - Wholesale and Retail Advice 11:12 - Intra-fund Advice 13:24 - More Businesses are Using Technology Today 15:35 - Lack of Advisers and the Future of the Industry 16:59 - Regulation Changes 19:26 - Best Tips and Practices from Chris 20:37 - Final Messages 23:34 - Outro About Our Host Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people. Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation, it is hard to help everyone and not everyone needs comprehensive advice. In his private client business, Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam. Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Connect with Chris: Visit th Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on…

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

منذ 2 years5:29

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 Garth and I conduct a quarterly market review for the third quarter of 2022. We provide an update on recent market activity in Australian and international markets. So, make sure to tune in to this episode of The Future Financial Adviser Podcast! If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. Episode Timestamps: 00:00 - Intro 01:17 - Updates in the Australian Markets 02:16 - Updates in International Markets 03:29 - How to Time your Markets 04:40 - Final Messages 04:56 - Outro About Our Host Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people. Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation it is hard to help everyone and not everyone needs comprehensive advice. In his private client business Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam. Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Connect with Dr Steve Garth: Follow Dr Steve Garth on LinkedIn: https://au.linkedin.com/in/dr-steve-garth-5619267 Visit Principia Investment Consultants: https://www.principiaic.com.au/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

1
Tom Buckley on The Importance of Cybersecurity For The Financial Planning Industry | Episode #22 30:29

منذ 2 years30:29

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 speak with Tom Buckley, Managing Director of Managed IT services company All IT. He shares his thoughts on the recent cybersecurity issues, what happens if your server gets hacked, the most important things businesses should look out for to tighten their cybersecurity, and some data protection fundamentals everyone, including financial advisers, needs to be aware of. So, make sure to tune in to this episode of The Future Financial Adviser Podcast! If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. Episode Timestamps: 00:00 - Intro 01:08 - Tom Buckley's Backstory 02:23 - The Whole New World for the IT Industry 05:43 - 3 Risky Data Areas 08:22 - 3 Business Data Security Must-Haves 12:16 - Boosting Business Security 15:21 - Small Businesses Need Data Security 20:41 - Clients should know their data's location 22:58 - Data protection fundamentals 27:53 - Proactiveness is a Must 29:07 - Final Comments and Messages 29:52 - Outro About Our Host Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people. Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation, it is hard to help everyone and not everyone needs comprehensive advice. In his private client business, Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam. Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Connect with Tom: Reach out to Tom at 02 8077 1095 or t.buckley@allitservices.com.au Follow Tom on LinkedIn: linkedin.com/in/spurbuck Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

1
John Hazell's Insights & Experience as a Financial Expert | Episode #21 23:06

منذ 2 years23:06

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 speak with John Hazell, Managing Director and Principal Partner at Richmond Partners. He shares his background story, how he utilises technology to enhance the client experience, and some key issues in the industry today. He also talks about the major challenges people have regarding financial advice and what John would change in the financial sector. So, make sure to tune in to this episode of The Future Financial Adviser Podcast! If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. Episode Timestamps: 00:00 - Intro 02:34 - John's Background and How He Got into the Industry 05:33 - Key Issues in the Industry Today 09:53 - The Idea of Good Advice 11:17 - How John Utilises Technology to Enhance the Client Experience 14:14 - The Industry's Struggle to Compile All of the Data 17:15 - Looking Ahead in the Field and Making a Difference 19:33 - The Best Way to Get Good Advice 20:57 - What Should Be Changed in the Industry? 22:22 - Outro About Our Host: Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people. Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation, it is hard to help everyone and not everyone needs comprehensive advice. In his private client business, Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam. Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

1
How Will Quality of Advice Review Proposal Papers Affect Advisers and Clients? | Episode #20 12:52

منذ 2 years12:52

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 discuss some important key points from Michelle Levy's Quality of Advice Review Proposal Paper and how these things will impact both clients and advisers. Some topics I talk about are best interest duty being replaced by good advice duty, using technology to access quality advice, general advice being gone, and so much more. So, make sure to tune in to this episode of The Future Financial Adviser Podcast! If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. Episode Timestamps: 00:00 - Intro 02:14 - Today's Financial Review 03:43 - Look for an Accountant Who Works with Businesses and Accounts 04:41 - Good Advice Duty 06:41 - General Advice Gone 08:09 - Using Technology to Access Good Quality Advice 10:16 - The Treasury Quality Advice Review 11:51 - Summarisation 12:17 - Outro About Our Host Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people. Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation, it is hard to help everyone and not everyone needs comprehensive advice. In his private client business, Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam. Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

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

منذ 3 years31:04

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 speak with Colin Weir, CEO and Founder of Moroku. He shares with us his journey working with big banks and businesses, his insights on why some financial advisers fear technology, how to use technology to provide more value and support to your clients, and his thoughts on where technology is going moving forward. So, make sure to tune in to this episode of The Future Financial Adviser Podcast! If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. Episode Timestamps: 00:00 - Intro 02:04 - Colin Weir's Backstory 03:51 - Colin Weir’s Cycled Across Australia 05:51 - People or Businesses that Colin Weir Helped 12:41 - Why Financial Advisers Fear Technology 14:39 - Technology is Not Limited to the Youngsters 18:08 - Nigel's Powerful Tools for His Clients 19:50 - What is the Future of Technology? 25:59 - Conclusions and Final Advice 29:59 - Outro About Our Host Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people. Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation it is hard to help everyone and not everyone needs comprehensive advice. In his private client business Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam. Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

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

منذ 3 years11:31

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 why the best course of action to navigate market volatility is to stay disciplined, and you will be rewarded in the long term. We also provide you with some historical data to illustrate that these market conditions are not unique, and history shows that markets always recover. So, make sure to tune in to this episode of The Future Financial Adviser Podcast! If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. Episode Timestamps: 00:00 - Intro 01:24 - Update on the Market Today 02:05 - Expectations in the Market for the Long Term 03:09 - Benchmark Performance 04:17 - The Negative Market Impact on your Portfolios in the Future 05:40 - Market Tends to Bounce Back 08:47 - Don't Be Afraid of the Market Downturns 09:50 - Conclusion 10:57 - Outro About Our Host Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people. Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation it is hard to help everyone and not everyone needs comprehensive advice. In his private client business Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam. Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

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

منذ 3 years14:03

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 2022. Many recent events have caused concern among many people, so we provide some insights and information to help you understand what's going on with the economy. We share some major market updates, bonds' performance this past quarter, insights on recession, and more. So, make sure to tune in to this episode of The Future Financial Adviser Podcast! If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. Episode Timestamps: 00:00 - Intro 01:59 - Updates in the Market in Some Parts of the World 04:49 - Don't Get Worried by Market Downturn 06:44 - Bond Yields 08:49 - What is a Recession? 10:15 - Final Advice for the Upcoming Update on the Market 13:40 - Outro About Our Host Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people. Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation it is hard to help everyone and not everyone needs comprehensive advice. In his private client business Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam. Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Connect with Dr Steve Garth: Follow Dr Steve Garth on LinkedIn: https://au.linkedin.com/in/dr-steve-garth-5619267 Visit Principia Investment Consultants: https://www.principiaic.co Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply regi…

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

منذ 3 years21:54

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 his background story, how he persuades his clients to believe in the industry, his insights on dealing with problems and challenges in the market, and his thoughts on helping and managing smaller accounts. So, make sure to tune in to this episode of The Future Financial Adviser Podcast! If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. About Our Host Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people. Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation it is hard to help everyone and not everyone needs comprehensive advice. In his private client business Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam. Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Connect with Scott: Visit IMFG’s website: https://www.imfg.com.au/ Follow Scott on Linkedin: https://www.linkedin.com/in/scott-douglas-9531141 Follow IMFG on Facebook: https://www.facebook.com/IMFGroup Subscribe to IMFG's YouTube Channel: https://www.youtube.com/channel/UCHVD2VCvUhkEd-NkK8w8HKg Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

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

منذ 3 years18:27

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 leadership coach. He shares with us his background story, how he pivoted and changed his strategy for his business as COVID hit, and his key insights about the financial advisory industry and what needs to change. He also shared some tools, techniques, and tips that might help financial advisers get clear on their goals and develop their talent so they can be prepared for what's next and what's beyond. So, make sure to tune in to this episode of The Future Financial Adviser Podcast! If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. About Our Host Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people. Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation, it is hard to help everyone and not everyone needs comprehensive advice. In his private client business, Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam. Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Connect with Keith: Visit Keith's website: https://keithabraham.com/ Follow Keith on Linkedin: https://www.linkedin.com/in/keithabraham/ Follow Keith on Facebook: https://www.facebook.com/KeithAbrahamCSP/ Follow Keith on Instagram: https://www.instagram.com/keithabrahamcsp/ Subscribe to Keith's YT Channel: https://www.youtube.com/c/KeithAbraham/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

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

منذ 3 years22:47

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 us his background story, the key themes he observes in the advisory industry, and his insights on how the current advisers are shaping their businesses for the future. He also talks about Certainty Advice Group in-depth and shares his goals and missions for its future. So, make sure to tune in to this episode of The Future Financial Adviser Podcast! If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. About Our Host Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people. Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation it is hard to help everyone and not everyone needs comprehensive advice. In his private client business Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam. Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Connect with Jim: Follow Jim on LinkedIn: https://www.linkedin.com/in/jimstackpool/ Follow Jim on Twitter: https://twitter.com/jstackpool Visit Certainty Advice Group website: https://certaintyadvicegroup.com/ Follow Certainty Advice Group on Facebook: https://web.facebook.com/certaintyadvicegroup/ Follow Certainty Advice Group on Linkedin: https://www.linkedin.com/company/certainty-advice-group/ Follow Certainty Advice Group on Instagram: https://www.instagram.com/certaintyadvicegroup/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

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

منذ 3 years6:18

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 Bank and how it affects businesses, retirees, people with expenses and debts, and our overall clients in the advisory space. So, make sure to tune in to this episode of The Future Financial Adviser Podcast! If you’re ready to modernise your advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. About Our Host Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engage with digital to help more people. Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation, it is hard to help everyone and not everyone needs comprehensive advice. In his private client business, Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam. Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

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

منذ 3 years8:10

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 2022. This quarter has been eventful with interest rates on the rise, inflation increasing and the war in Ukraine all having an impact on markets. We provide a summary on how these have influenced the performance of equities and bonds both in the Australian market and globally. So, make sure to tune in to this episode of The Future Financial Adviser Podcast! If you’re ready to modernise your advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. About Our Host Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engage with digital to help more people. Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation, it is hard to help everyone and not everyone needs comprehensive advice. In his private client business, Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam. Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Connect with Dr Steve Garth: Follow Dr Steve Garth on LinkedIn: https://au.linkedin.com/in/dr-steve-garth-5619267 Visit Principia Investment Consultants: https://www.principiaic.com.au/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

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

منذ 3 years18:32

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 with us his experience working in the market, insights on key themes in the ETF space, his thoughts on advisers using ETFS in their advisory practices and a whole lot more. So, make sure to tune in to this episode of The Future Financial Adviser Podcast! If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. About Our Host Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people. Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation it is hard to help everyone and not everyone needs comprehensive advice. In his private client business Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam. Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Connect with Evan: Follow Evan on LinkedIn: https://www.linkedin.com/in/evan-metcalf-8963552/ Visit ETF Securities AU website: https://www.etfsecurities.com.au/ Follow ETF Securities AU on Linkedin: https://www.linkedin.com/company/etfsecuritiesau Follow ETF Securities AU on Facebook: https://www.facebook.com/ETF-Securities-2157329004539989/ Follow ETF Securities AU on Twitter: https://twitter.com/ETFSecuritiesAU Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

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

منذ 3 years38:58

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 Planning. He's been ranked as one of the top 50 financial advisors in Australia by Barron's and he is a finalist at the IFA Excellence Awards. He has also been ranked in the top 50 of the AFR Smart Investor Magazine Masterclass for seven years. Not only does he share his background story on how he got started in the advice industry, but he also shares insights on managing portfolios, establishing client trusts, using technology to improve your services, and many more. If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. About Our Host Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people. Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation it is hard to help everyone and not everyone needs comprehensive advice. In his private client business Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam. Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Connect with Patrick: Visit the Strategy First Financial Planning website: https://www.strategyfirst.com.au/ Follow Patrick on LinkedIn: https://www.linkedin.com/in/patrick-anwandter-8bb52839/?originalSubdomain=au Follow Strategy First Financial Planning on Facebook: https://www.facebook.com/Strategy-First-Financial-Planning-363574657107577 Follow Strategy First Financial Planning on YouTube: https://www.youtube.com/channel/UCwQGoZMHFMb0du_KvhU Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on o…

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Tips on Attracting and Retaining Talent in a Tight Market with Edwina Oglivie | Episode 09 39:42

منذ 3 years39:42

39:42

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 Edwina Ogilvie, Director of Ogilvie Talent - a specialist Family Office recruitment consultancy. She shares great ideas on how you can attract potential candidates in a talent short market, how you can better use technology for recruitment, and how you can effectively retain your employees. Not only that but she also provides excellent examples of great work cultures in the Australian market and the key factors businesses should be focusing on. I personally get a lot of great tips from this interview with Edwina and I’m pretty sure you will too! So, make sure to tune in to this episode of The Future Financial Adviser Podcast! If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. About Our Host Nigel Baker is the founder of Scientiam, an online investing platform designed to help advisers engage with more clients to reach their goals. Nigel has over three decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

1
What You Need to Know About Compliance & Regulations As a Financial Adviser | Episode 08 6:23

منذ 3 years6:23

6:23

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. The financial industry is constantly dealing with new compliance and regulations, but what does this mean for you as an adviser? In today's episode, we talk about how you can keep up with compliance and regulations and still provide excellent service for your clients. We all know that compliance and regulations have forced a lot of advisers out in the industry and it caused a lot of stress and grief but there are some solutions to these issues. If you want to learn more about some good practices you can do as a financial adviser and make the financial industry better, tune in to Episode 7 of The Future Financial Adviser Podcast! If you’re ready to modernise your advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. About Our Host Nigel Baker is the founder of Scientiam, an online investing platform designed to help advisers engage with more clients to reach their goals. Nigel has over three decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

1
Michael Rees-Evans' Insights & Experiences as a Financial Adviser | Episode 07 29:18

منذ 3 years29:18

29:18

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 Michael Rees-Evans who has over 20 years of experience in the financial industry. This interview will give you great insights, especially his thoughts on the ups and downs of the financial world. He also shares how you can build trusting relationships and provide a great experience with your clients using technology and excellent service. Michael has been in the industry long enough to know what he's talking about so if you want to learn more from him, tune in to Episode 7 of The Future Financial Adviser Podcast! If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favorite listening platform. About Our Host Nigel Baker is the founder of Scientiam, an online investing platform designed to help advisers engage with more clients to reach their goals. Nigel has over three decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

1
Evidence-Based Vs Active Management: Discussing the Best Approach for Clients | Episode 06 7:55

منذ 3 years7:55

7:55

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 some strategies on how we can help our clients get the best possible investment outcomes. As financial advisers, one of our jobs is to take a hard look at the evidence and the data so that we can do what's best for our clients. Is there a higher probability to reach their outcomes using active funds or is there a higher probability to reach their outcomes using a lower-cost evidence-based approach? Interested to learn more about evidence-based versus an active management investment approach for your clients? Tune in to Episode 6 of The Future Financial Adviser Podcast to find out more! If you’re ready to modernise your advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. About Our Host Nigel Baker is the founder of Scientiam, an online investing platform designed to help advisers engage with more clients to reach their goals. Nigel has over three decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

1
Back to Work & Markets have Fallen – What Should I Do!? | Episode 05 7:07

منذ 3 years7:07

7:07

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 of the Future Financial Adviser, I discuss the current state of the markets. Since I recorded this episode - so much has changed already with the invasion of Ukraine by Russia. I’m already out of date! And markets have changed so much. Our points remain relevant maybe even more so. As a listener, you may be an investor who is holding shares and wondering if you should continue to hold them or not, or you’re a business owner who is trying to determine what the best strategy is for your clients. When you're in an ever-changing market, it can be tough to determine what the next steps are for your investments and your business — don’t follow the noise, stay the course. So tune into Episode 5 of The Future Financial Adviser Podcast to find out more! If you’re ready to modernise your advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. About Our Host Nigel Baker is the founder of Scientiam, built by advisers for advisers to help them use digital tools to onboards clients, access model portfolios and amazing content to improve their financial literacy. Nigel has over three decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

1
What’s in Store for 2022? | Episode 04 17:11

منذ 3 years17:11

17:11

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, I reflect and dive into the possibilities for 2022. The last two years have been heavy on the people and of course the economic climate. I go into the distinct factors that greatly affect the financial system around the world and in Australia. The future of finance is not something that can be predicted with certainty, but we can prepare ourselves for what the future may bring. Having knowledge of the economic front can impact your investments in 2022, and there are many changes coming for all of us. If you’re ready to modernise your advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. About Our Host Nigel Baker is the founder of Scientiam, an online investing platform designed to help advisers engage with more clients to reach their goals. Nigel has over three decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

1
Is the Magellan Case Unusual? | Episode 03 10:18

منذ 3 years10:18

10:18

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, I am joined by Josh – one of our financial advisors on our team. Today we talk about the Magellan Fund in Australia and their recent underperformance. While it is creating headlines - is this really unusual for a star active manager to underperform? Magellan has almost $100 billion in net assets and recent significant underperformance, as well as issues within the team, are creating headlines they don't pay for. Underperformance within the active managed fund space is quite normal and should be part of your research and understanding when investing or recommending funds. Many advisers think they are adding value by recommending funds like Magellan and are swooned by lavish lunches and fancy presentations. Why would an adviser make their clients pay 1.35% for a fund like this that has underperformed so drastically? Did they not do the research and simply listen to the marketing? At the end of the day, who wins when using this “pick a manager” approach? The investor or the fund manager? There is a smarter way to invest than using these high-cost managers that rely on one key “star” manager. If you’re ready to modernise your advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. __ About Our Host Nigel Baker is the founder of Scientiam, designed by advisers to help advisers engage with more clients to access the truth about money and investments. Nigel has over three decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. __ Connect with Nigel: ● 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-investment ● Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam ● Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

1
What Does the Future of Financial Advice Look Like in Australia? | Episode 02 8:04

منذ 3 years8:04

8:04

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, I talk about the future of financial advice in Australia in the next 50 years. In the last 10 years, the financial industry has been on an evolving journey with many significant changes and growth occurring. I elaborate on what’s going to happen in the economy and how you can keep up with the ongoing adversities right now. As the industry continues to change and evolve, it is important to be able to look at the bigger picture in order to help your business stay on trend and maintain relevance in the financial space. If you’re ready to modernise your advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. About Our Host Nigel Baker is the founder of Scientiam, an online investing platform designed to help advisers engage with more clients to reach their goals. Nigel has over three decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

1
How Do Advisers Use Fixed Income & Bonds? | Episode 01 9:39

منذ 3 years9:39

9:39

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, I talk about fixed income. It’s often considered to be a ‘boring’ topic, an asset class that isn’t as well understood by a lot of financial advisers and investors alike. I’ve come across many advisors over the years that don’t even use fixed income - they just use cash and term deposits. I refer to an article on fixed incomes by Index Fund Advisors, a big advisory firm based in the US, with the purpose of going over things that should be considered when discussing fixed income and bonds with your clients in any age group. If you’re ready to modernise your advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. About Our Host Nigel Baker is the founder of Scientiam, an online investing platform designed to help advisers engage with more clients to reach their goals. Nigel has over three decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families. Connect with Nigel: 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-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Index Fund Advisors article, ‘A Focus on Fixed-Income: Four Tips to Managing Bonds ’: https://www.ifa.com/articles/focus_fixed_income/ Thanks for listening, we would love your feedback and please hit like and subscribe Want more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website…

1
Jim Parker - Communicating The Investment Story 25:33

منذ 3 years25:33

25:33

In this podcast we speak with Jim Parker, Writer, Communicator and Digital Strategist Bringing Ideas to Life! This interview will give you a great insight into how to use media in our current lives to help us become better investors - Jim discusses topics such as "cutting out the noise" and "who to trust" plus what to avoid ! Its a must listen for all investors. Jim Parker is regional director of communications with asset manager Dimensional Fund Advisors. Jim joined Dimensional in 2006 after a quarter of a century in journalism. During his journalistic career, Jim worked across all mediums – radio, television, newspapers and online media. A specialist in financial markets and economics, Jim’s career took him to London, Tokyo and New York. His most recent journalistic role was with the Australian Financial Review. He has also worked for the ABC, AAP, Reuters and the American publisher Knight-Ridder. Jim is a graduate in economic history from Deakin University, Geelong and in journalism from Auckland University of Technology. He lives in Sydney with his wife and two adult children. Find out more about Dimensional Fund Advisors at Dimensional.com All information on this podcast is general in nature and is not intended to provide personal advice. Nigel Baker is the owner and Director of AFSL 234543 ,you can contact him via email on nigel@archcapital.com.au or via www.archcapital.com.au…

1
Are markets going to crash? What should i do 19:18

منذ 3 years19:18

19:18

In this episode, we talk about the "noise" and predictions often quoted in the media or by someone you know, or who knows a guy, who says markets are about to crash! So let's discuss these predictions and work out whether we should follow them. Or is there a better way to invest? Listen in and find out how to invest successfully without the need to follow a guru, some guy, a forecaster, or the tea leaves! There is a smarter way to invest using science rather than guesswork. These podcasts are general in nature and do not in any way provide personal advice. If you require personal advice please seek a qualified adviser or visit us at www.archcapital.com.au, or email me nigel@archcapital.com.au. AFSL 234543 Pooledfunds Pty Ltd…

1
What is happening in Australia's Property market - with HelloHaus.co founder Scott Aggett 16:17

منذ 3 years16:17

16:17

In these podcasts we talk all things investing - and right now everyone is talking about property ! It just keeps going up ! How, Why - what next??!! You don't want to miss this one if you won a property or would like to ! Scott Aggett has been in the property game in Australia for over 20 years and now runs successful Hello Haus.www.hellohuas.co Scott does two things, brilliantly. For buyers, I negotiate your purchase price. And for sellers, I select the right agent to manage your sale. You get more money in your pocket, frank advice and the outcome you want.…

1
Interview with Jaqui Lane - thebookadviser.com.au 25:05

منذ 4 years25:05

25:05

Jaqui’s vision is to change the world one book at time. In this interview we welcome Jaqui Lane, author, storyteller and book adviser (thebookadviser.com.au). Jaqui helps business people share their knowledge and insights through writing, publishing and marketing their own, quality business book. Jaqui has interviewed over 900 Australian business people, published over 400 business books, written 19 books and over 100 articles. She is one of Australia’s leading business historians having researched and written books for the Commonwealth Bank, Westpac, Amcor, Cleanaway, Woolworths, Patricks, Peter Lehmann Wines, Wilson Transformers and the Asia Centre Foundation. There’s nothing about the writing, editing, production, publishing and selling of business books around the world that Jaqui doesn’t know. She understands how to take the idea of a business book and guide business owners, company directors and professionals through the whole process to create a business book. Find out more at thebookadviser.com.au All information in this podcast is general in nature and does not intend to provide personal advice. For more information please see our website www.archcapital.com.au…

1
Interview with Peter Tuchman - Wall Street's most photographed trader! 44:13

منذ 4 years44:13

44:13

Peter Tuchman is the most iconic trader in Wall Street , the most photographed and the most famous ! You might recognise him from the media images whenever the Dow hits a landmark, or when there is a big fall or rise. There he is front and centre on the Wall Street Journal, The Times, The Australian and many global news reels. In this Pod we are truly so excited to interview Peter. He is a true legend. He talks about his life growing up and his parents who survived the holocaust, starting a new life in the USA. hHs experience on the trading floor ( he has seen it all - the 87 crash, tech booms, GVF, Covid - you name it he was there ) , what is happening now on the markets and , how surprised he is like many others how the market has bounced back so quickly to today's record levels. Peter also give as an insight into his experience with Covid, his months of illness and near death. if you are interested in markets, and want to hear from the true legend of the industry , this is a pd you just don't want to miss. Its also a pod you don't want to miss if you are procrastinating about getting the vaccine, peters story will make you at to get vaccinated today !Www.einsteinofwallst.com www.wallstreetglobaltradingacademy.com…

1
Money Never $leeps - A new podcast by Nigel Baker founder of Scientiam (Trailer) 0:53

منذ 4 years0:53

0:53

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.