News & Publications

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5 May 2025

Private Wealth Pointer: Being financially organised

In our latest episode of Private Wealth Pointers, senior adviser Brad Church explores what being financially organised looks like.

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3 May 2025

Private Wealth Pointer: It's not about the money

In this episode of Private Wealth Pointers, senior adviser Brad Church discusses why he asks clients what is important to them.

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3 Apr 2025

Private Wealth Pointer: Back to basics

Does your financial strategy need to be complex? In this episode of Private Wealth Pointers, senior adviser Brad Church suggests going ‘back to basics’ and focusing on the simple strategies first up.

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10 Mar 2025

Private Wealth Pointer: Giving money to your children

What do you need to consider before giving money to your children? In this episode of Private Wealth Pointers, senior adviser James Goodman suggests considering the impact on your child is the biggest issue.

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15 Sep 2024

Private Wealth Pointer: Your financial succession planning

When is the best time to start your financial succession planning? Where should you begin? What's the best way to think about succession of assets?

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6 Sep 2024

Private Wealth Pointer: How do you translate business success into personal financial success?

Watch our Private Wealth Pointer from Brad Church for out top tip about how to translate business success into personal financial success.

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