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I recently had the opportunity to do an interview with DK Burn, a long-time friend and shaman of sorts. DK is a well-known speaker and author on topics like personal growth, spirituality, and holistic health. He invited me to his podcast to chat about the story of More4Life and what we offer our clients today. […]

Dixon Advisory has been defunct for over two years, yet the fallout from this problematic wealth management firm’s collapse is now troubling the financial planning sector more than ever, as the sector is facing the prospect of having to contribute $130 million to compensate those affected by Dixon’s collapse. I discuss with Phil Anderson the […]

Dixon Advisory has been defunct for over two years, yet the fallout from this problematic wealth management firm’s collapse is now troubling the financial planning sector more than ever, as the sector is facing the prospect of having to contribute $130 million to compensate those affected by Dixon’s collapse. I discuss with Phil Anderson the […]

Dixon Advisory has been defunct for over two years, yet the fallout from this problematic wealth management firm’s collapse is now troubling the financial planning sector more than ever, as the sector is facing the prospect of having to contribute $130 million to compensate those affected by Dixon’s collapse. I discuss with Phil Anderson the […]

Dixon Advisory has been defunct for over two years, yet the fallout from this problematic wealth management firm’s collapse is now troubling the financial planning sector more than ever, as the sector is facing the prospect of having to contribute $130 million to compensate those affected by Dixon’s collapse. I discuss with Phil Anderson the […]

Luke discusses the asset class – global private credit. Global private credit is a form of alternative investment that involves lending money to private companies/individuals, typically through non-bank lenders/intermediaries. Unlike public debt, which is traded on open markets, private debt is usually negotiated and structured directly between the borrower and the lender, with less regulation […]

Wrap Accounts are a flexible and convenient Investment Option. Stephen explains that this type of investment account allows investors to access a range of managed funds, shares, and other assets through a single platform. Investors pay a single fee for the administration, reporting, and advice services provided by the wrap account provider. As you know, […]

William explains the Ausbil Small Cap Fund and its role in the portfolio, and the huge potential of this neglected sector. A small-cap fund is a type of investment fund that focuses on companies with relatively small market capitalisation. These companies are often considered to have higher growth potential and lower valuation than larger companies, […]

Jennifer explains the Metrics Direct Income Fund, a managed fund that aims to provide investors with consistent and attractive monthly income from the Australian corporate loan market. The fund invests in a diversified portfolio of senior secured loans and bonds issued by Australian and New Zealand companies, as well as some global issuers. As you […]