Podcast
Talking Personal Wealth Management
Hosted by HLB Mann Judd · EN
This series looks at 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.
7episodes
Episodes
Newest firstAll episodes
Talking Personal Wealth Management Episode 7 - Personal Insurance
Jul 17, 202200:22:19Tap to summarizeIn 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?
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Talking Personal Wealth Management Episode 6 - Interest rates
Jul 3, 202200:30:23Tap to summarizeIn 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.
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Talking Personal Wealth Management Episode 5 - Self Managed Super Funds
Jun 26, 202200:30:23Tap to summarizeIn 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.
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Talking Personal Wealth Management Episode 4 - Family Trusts
Jun 5, 202200:27:03Tap to summarizeIn 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.
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Talking Personal Wealth Management Episode 3 - Estate Planning
May 23, 202200:30:37Tap to summarizeIn 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.
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Talking Personal Wealth Management Episode 2 - Investing
Apr 26, 202200:21:59Tap to summarizeIn this episode, Jonathan Philpot Partner in HLB Mann Judd Sydney's Personal Wealth Management gives an overview of the different types of investing options.
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Talking Personal Wealth Management Episode 1 - Introduction to Personal Wealth Management
Apr 11, 202200:21:01Tap to summarizeIn 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.
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