In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, a financial adviser from Complete Wealth, to discuss a new framework for advice – developed through his recently completed PhD – focusing on six critical barriers: professionalism, trust, engagement, comprehension, costs, and serviceability.

Neilson discusses the role of technology in improving efficiency in the advice process and the need to outsource administrative tasks to increase client capacity and reduce the cost to serve.

Listen as they discuss:

• The key barriers impacting financial advisers.
• How firms can act to reduce the cost of advice.
• The perception of financial advice as a profession.

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by specialist financial adviser Nathan Fradley to discuss the growing importance of aged care advice in Australia as the population gets older, and the need for specialised knowledge to successfully handle complexities of Australia’s aged care system.

Fradley discusses his journey to aged care advice, the challenges of navigating complicated relationship dynamics, and what can happen when people receive incorrect advice.

Listen as they discuss:

• The emotional side of aged care advice.
• Unique challenges of advising clients on aged care and retirement.
• The evolving landscape of aged care legislation.

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to discuss the increasingly complex financial landscape shaped by evolving superannuation and tax policies.

Together, they explore the key challenges these changes present for advisers and clients, and how financial professionals can navigate this new terrain to better serve their clients’ long-term financial goals.

Tune in for expert insights into critical issues, including:

• The effects of recent regulatory changes on financial planning strategies.
• How superannuation reforms are transforming retirement planning.
• New research from Generation Life revealing that 75 per cent of Australians are concerned about their retirement savings. · The evolving role of financial planners in helping clients navigate uncertainty.
• Effective strategies for sustaining client confidence during economic and policy shifts, and more.