My Risk Adviser

Join us for an eye-opening episode featuring Nathan Fradley, a multi-award-winning independent specialist adviser at Nathan Fradley Specialist Financial Advice, known for his mastery in guiding clients through emotionally and technically complex situations. From divorce and aged care to estate management, Nathan dives into the unique challenges and delicate nuances involved in handling finances under extreme emotional and legal strain.His philosophy? Creating a safe, confident experience for clients facing life’s most intricate moments. Don’t miss his perspectives on the power of specialised advice and the evolving role of advisers.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

When Deline Jacovides, Founder & Financial Planner at Mazi Wealth, started her business, she knew that success required more than just hard work—it needed smart processes. In this episode, Deline takes us behind the scenes of how she left a steady corporate job to pursue her dream of entrepreneurship. She shares the key moments that tested her resolve, from navigating financial uncertainty to the challenges of building a loyal client base from scratch.What makes Deline’s story unique is her relentless focus on aligning her business with her personal values—something she believes is crucial for long-term success. Listen in as she talks about the importance of mentorship, the hardest lessons she’s learned, and how she turned her initial setbacks into a thriving business that now supports her ideal lifestyle.If you’re someone thinking of starting your own business or if you’ve ever wondered how to overcome the fear of the unknown, this episode is a must-listen.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

Ashleigh Campbell shares her story of transitioning from accounting to financial advice, driven by a passion to work with people, not just numbers. From discovering financial advice through podcasts to reaching out to industry professionals on LinkedIn, Ashleigh’s journey shows the power of curiosity and community. If you’re considering a career switch or starting out in financial advice, her insights are invaluable!Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

In this episode, we explore key strategies with David Haintz, partner at Merchant Australia, on mastering growth in the financial advice industry. From understanding the importance of M&A in today’s market to leveraging the Rule of 40 for business success, David shares his decades of experience.Whether you're running a boutique firm or looking to scale, this episode is packed with actionable insights on navigating growth, managing mergers, and bringing in the right capital partners to take your business to the next level.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

In our latest episode, we chat with Laura Kelly, a financial adviser who’s navigated her career from big banks to boutique firms. Laura shares her key takeaways on how culture, values, and the ability to wear many hats can shape your career. We discuss why she believes small businesses offer unparalleled learning opportunities and how trusting your instincts is crucial when making career decisions.If you’re in the financial industry or considering a switch, this episode is packed with insights that could help guide your journey.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

In this episode, we chat with James Wrigley, a financial adviser who’s taken an unconventional path to success by turning financial advice into viral TikTok content. James takes us through his fascinating journey from traditional advisory roles to becoming a digital content creator with a massive following. Learn how his background in finance laid the foundation for his unique approach to social media, the challenges he faced along the way, and why he believes creating accessible, engaging content is key to connecting with a broader audience.James’ insights on balancing compliance with creativity, the importance of consistency in content creation, and the unexpected rewards of building an online community are invaluable for anyone looking to expand their influence in the financial industry.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

In this episode, we chat with Scott Reid, the managing director and insurance adviser at Abbotts Personal Insurance. Scott takes us on his fascinating journey from being a bank adviser to launching his own insurance business. Learn how Scott’s background in corporate banking shaped his approach to financial planning, the challenges he faced, and why he believes specialisation in insurance advice can provide better client outcomes.Scott’s insights on the importance of compliance, building a referral network, and navigating the emotional rollercoaster of starting a business are invaluable for anyone in the financial advice industry.Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

In this episode, we dive into the innovative world of online wills with Aaron Zelman, co-founder of Willed and award winner of the IFA Risk Adviser of the Year. Aaron shares his journey from a passionate life insurance adviser to a tech entrepreneur, driven by the need to simplify end-of-life services. Discover how Willed is revolutionising estate planning by offering a streamlined, affordable, and accessible online platform for creating wills, handling funerals, and more.Learn about the critical importance of having a will, the ease of the digital process, and how advisers can integrate these services to better serve their clients. Advisers can team up with Willed and get in touch using this link: willed.com.au/advisers. Don't miss out on this insightful conversation that combines tech, finance, and peace of mind for the future. Join the My Risk Adviser Facebook community for Australian advisers.The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.