Welcome to our talking personal wealth management podcast series, where we’ll be exploring the different areas of personal wealth management including investing, estate planning, family trusts, personal insurances financial advisory, tax planning, self-managed super funds and aged-care.
Each episode of is 20 to 30 minutes long. Check back regularly for new episodes or subscribe to listen to the series via your favourite podcast platform, simply search for Talking Personal Wealth Management.
Eps 1: About Personal Wealth
In this episode Michael Hutton, Head of HLB Mann Judd Personal Wealth Management gives an overview of what personal wealth management is, and how the sector has changed following the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services.
Eps 2: Investing
In this episode, Jonathan Philpot Partner in HLB Mann Judd Sydney’s Personal Wealth Management gives an overview of the different types of investing options.
Eps 3: Estate Planning
In this episode HLB Estate Planning specialist Robert Monahan talks about the importance of estate planning, the importance of wills and powers of attorney to ensure loved ones are looked after and protected upon someone’s passing.
Eps 4: Family Trusts
In this episode Peter Bembrick, Partner in HLB Mann Judd Sydney’s Tax Consulting division gives an overview on family trusts – what are they, what are the benefits and the tax implications.
Eps 5: Self Managed Super Funds
In this episode Andrew Yee Superannuation Director in HLB Mann Judd Sydney’s Personal Wealth Management gives an overview of what a self-managed super fund is, the pros and cons of having one and their tax implications.
Eps 6: Financial Advisory
In this episode Betty Preshaw, Director in in HLB Mann Judd Sydney’s Debt Advisory divisions gives an overview on personal finance including interest rates – fixed vs variable, why bank loyalty could be costing you and why you should use an independent mortgage broker.
Eps 7: Personal Insurance
In this episode, HLB Sydney’s Insurance Services Risk Advisor Andrew Kennedy talks about the importance of personal insurances including life, total & permanent disability, trauma and income protection. What should you have?