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PODCAST

The ifa Show

Prime Creative Media

The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au

business investing

All Episodes

38:57

Inside Australia's underinsurance problem – and why...

The ifa Show ·

2026/04/01

In this episode of the ifa Show, host Keith Ford is joined by Paul Luu, financial adviser and life insurance specialist at Evalesco and Principal Edge, to unpack the scale and causes of Australia's underinsurance problem. Paul explains how risk advice fits within a holistic planning framework and outlines the "minimum effective dose" philosophy – structuring just enough cover to meaningfully protect clients and their families without over‑insuring or blowing up the budget. Tune in to hear: Why

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44:20

Why going it alone isn't always the answer in...

The ifa Show ·

2026/03/25

In this episode of The ifa Show, host Keith Ford is joined by financial adviser Jayde Jenkins to unpack the realities of starting and running an advice business, and why the idea of launching a firm can be appealing for many advisers but doesn't always deliver the outcomes they expect. Jayde explores the pressures of business ownership, from operational demands to personal trade-offs, and why stepping away from running a firm can sometimes be the right decision. Tune in to hear: How the appeal of

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40:21

How advice firms can use AI to transform their processes

The ifa Show ·

2026/03/18

In this episode of the ifa Show, host Keith Ford speaks with Unbound Financial founder Charmaine Hall about how she has embedded AI across her financial advice business to reclaim time, cut costs, and deepen client relationships. Charmaine dives into the risks, boundaries, and ethics of AI in advice, stressing the importance of accuracy checks, not over‑trusting AI, and putting tight security and data‑handling controls in place. Tune in to hear: How AI can enhance the human side of advice. Why

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48:24

How financial advisers can use podcasting to build trust

The ifa Show ·

2026/03/12

In this episode, host Keith Ford speaks with Michael Khouri, principal adviser at Better Financial Planning and host of the 'Sharing More Than the Sheets' podcast, about the value that a financial adviser's podcast can have for both their firm and their clients. Michael explains that although he originally launched his podcast to find new clients, it quickly evolved into a passion project focused on helping people with practical money topics rather than technical product discussions. Tune in to

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43:29

How specialised advice guides clients through grief...

The ifa Show ·

2026/03/04

In this episode of the ifa Show, host Keith Ford speaks with Jordan Vaka, an independent financial adviser at PlanningSolo, about his niche focus on clients experiencing divorce and bereavement, particularly older women who have not previously managed the household finances. Jordan explains the practical and emotional realities of advising recently widowed or divorced clients, from working closely with lawyers and unwinding complex structures to slowing things down or comforting a distressed client

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39:45

How financial advice firms can boost efficiency...

The ifa Show ·

2026/02/18

In this episode of the ifa Show, host Keith Ford speaks with Shannon Freney of Direct Wealth about practical ways financial advice firms can improve efficiency without compromising client outcomes. Freney explains why firms should treat efficiency as part of an ongoing process, while maintaining a measured and deliberate approach rather than change for its own sake, and how understanding where the bottlenecks exist can help advisers streamline their operations. Tune in to hear: Why it's vital to

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40:16

From silos to strategy: Managing intergenerational...

The ifa Show ·

2026/02/05

In this episode of the ifa Show, host Keith Ford speaks with Dwayne Fernandes, senior financial adviser and partner at Principal Edge, about the complex realities of intergenerational wealth transfer for high‑net‑worth families and why a multi-disciplinary team is so important for client success. Fernandes breaks down the blind spots that can undermine long-term outcomes when professionals take a siloed approach rather than working collaboratively, and why financial advisers are well placed to take

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28:39

How the Professional Year can create 'advice‑ready'...

The ifa Show ·

2026/01/28

In this episode of the ifa Show, general manager of Viridian Advisory Brett Arnol joins host Keith Ford to speak about how the firm approaches the Professional Year as a strategic talent pipeline rather than a compliance hurdle. Arnol explains that simply following the regulatory framework is not enough to turn a new adviser into a capable "advice‑ready" professional, and breaks down how Viridian maps each adviser's path over one, three and five years, using the PY as a foundation for long‑term

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46:12

Why the feared adviser exodus never arrived – and...

The ifa Show ·

2026/01/21

On this episode of the ifa Show, Forte Asset Solutions principal Steve Prendeville joins host Keith Ford to break down the advice sector M&A outlook and why the feared wave of exits never aligned with what he was seeing on the ground, particularly among advice business owners. While consolidation is accelerating, Prendeville stressed that successful deals are less about headline price and more about cultural alignment, client continuity and protecting staff outcomes, with many advisers choosing to

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44:38

Younger clients, bigger horizons: The value of...

The ifa Show ·

2025/12/10

On this episode of the ifa Show, Omura Wealth Advisers director Terry Vogiatzis joins host Keith Ford to dive into why aggressive, growth-focused investing, smart tax structures and customised portfolios can dramatically change long-term outcomes. Vogiatzis argues that for many younger investors, the real risk is being too conservative for too long, rather than riding out volatility in pursuit of higher compounding returns, and why it is vital to adapt an investment strategy that recognises that

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29:26

Efficiency, compliance and construction: How advisers...

The ifa Show ·

2025/12/03

In this episode of the ifa Show, Vanguard Australia head of multi-asset solutions Matthew Cho joins host Keith Ford to unpack how advisers are rethinking portfolio construction amid rising regulatory demands, administrative complexity and broader market uncertainty. With advisers under pressure to deliver tailored portfolios while preserving efficiency, Cho explains why scalable, rules-based investment solutions – particularly managed accounts and model portfolios – are becoming essential tools for

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43:28

Why AI adoption in advice is rising – and what's...

The ifa Show ·

2025/11/27

In this episode of the ifa Show, Direct Wealth technology manager and Halosoft co-founder Nick Downey joins host Keith Ford to explore the real reasons many Australian financial advisers remain hesitant about AI, despite 74 per cent of practices are either using or planning to use AI. Downey explains why this hesitation exists, why it's rational – particularly when it comes to security concerns – and how tools purpose-built for advice practices are starting to shift adviser comfort and confidence

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45:35

Mapping the emotional journey: How advisers can build...

The ifa Show ·

2025/11/12

In the latest episode of The ifa Show, Dr Ben Neilson, adjunct professor at Central Queensland University and adviser at Complete Wealth, and Shelley Labartolo, client service officer at Complete Wealth, join host Keith Ford to break down their research on the stages of client emotions during the advice process. Their research centred on how understanding and mapping client emotions at each stage – from discovery and strategy development to implementation and review – not only improves decision

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48:50

Reimagining financial advice: Breaking down the...

The ifa Show ·

2025/11/05

In the latest episode of The ifa Show, Andrew Gale and Stephen Huppert from the Actuaries Institute's Help, Guidance and Advice Working Group joins host Keith Ford to take a deep dive into the recently released framework to address the complexities of financial advice in Australia, focusing on creating clearer pathways for consumers to access financial support. Andrew and Stephen explain that the current system leaves approximately 60 per cent of Australians without adequate financial support, while

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32:39

The future of AI, efficiency and client engagement in...

The ifa Show ·

2025/10/29

In the latest episode of The ifa Show, MLC Expand CEO Liz McCarthy and Shadforth Financial Group CEO Terry Dillon join host Keith Ford to discuss the transformative role of AI in financial advice and how AI tools are being implemented to drive efficiency. With advice firms looking for greater automation of routine administrative tasks, AI is set to reshape the advice profession's approach to client service and business growth. Tune in to hear: How MLC Expand and Shadforth are responding to the need

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46:28

Breaking down the new $3m super tax with Aaron Dunn

The ifa Show ·

2025/10/15

In this crossover episode of The ifa Show, host Keith Ford is joined by The SMSF Adviser Show co-host Aaron Dunn to unpack the changes from the initial proposal to the current version released this week. The discussion emphasises that while the major concerns of taxing unrealised gains and lack of indexation have been addressed, many technical details still need to be clarified through the legislative process and further consultation. Listen as they discuss: Taxable earnings: Originally, the tax

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43:57

Why young professionals don’t have to ‘fall into’...

The ifa Show ·

2025/10/08

In the latest episode of The ifa Show, Falcon Financial Advisers partner and financial adviser Tom Moloney joins host Keith Ford to break down why he decided to establish his own firm around 18 months ago, and the importance of developing new talent in financial advice. Moloney explains how he took an intentional approach to his career in financial advice, some of the pros and cons of setting up a new advice firm, and the different options that a prospective practice principal can explore when

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45:12

Key takeaways and adviser considerations from ASIC’s...

The ifa Show ·

2025/09/24

In the latest episode of The ifa Show, Ben Walsh, principal research consultant at WealthVantage Partners, joins host Keith Ford to break down the corporate regulator’s new report on the private credit market and highlight the main areas that financial advisers need to understand. Walsh delves into the report's detailed examination of the industry, emphasising the need for greater transparency and scrutiny, particularly regarding special purpose vehicles, fee disclosures, and product labelling. Tune

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34:50

Advice accessibility and finding your client base...

The ifa Show ·

2025/09/17

In the latest episode of The ifa Show, Mazi Wealth financial adviser Deline Jacovides joins host Keith Ford to delve into the complexities of making financial advice more accessible and why accessibility extends beyond simply trying to deliver advice at the lowest cost possible. Jacovides explains that she believes making advice more accessible includes utilising diverse delivery methods like ad hoc services that may appeal to clients who may not require continuous engagement, while also requiring

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35:36

Inside AFCA: How complaints and compensation really work

The ifa Show ·

2025/09/11

In the latest episode of The ifa Show, host Keith Ford is joined by Shail Singh, lead ombudsman for investments and advice at AFCA, for a deep dive into two of the most complex – and crucial – pillars of financial consumer protection: the Australian Financial Complaints Authority and the Compensation Scheme of Last Resort. From resolving disputes early and rebuilding client relationships to tackling large-scale cases like Dixon Advisory, Singh sheds light on how AFCA operates and the challenges

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322 results

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