Starting off a new series with an episode dedicated to reviewing legislation and regulations might, for any other podcast, be pretty dull.

But that's exactly what Jordan and Nathan take on this week - what the actual legislative and regulatory background is when it comes to Ongoing Advice.

From INFO256 to INFO286, pre-FoFA, Corps Act and the documentary requirements of a compliant Ongoing Advice Agreement, we get right into the weeds.

Partly because this is new to us, partly out of curiousity - but largely to try and answer the question of whether Ongoing Advice Agreements are worth the hassle.

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.

After the success of our series on the ins and outs of the PY, Nathan and Jordan have decided to launch another series focused on a very specific, very important part of financial advice - Ongoing Advice.

In this week's episode, they walk through their plans for the series, as well as where they're coming from as they embark down this path.

• They agree on a few big points:
• Ongoing assistance of clients is hugely valuable.
  Defining what you want to achieve with ongoing advice is crucial.
  Ongoing service can lead to significant positive impacts on clients' lives.

And they land on a lot of the common themes that keep popping up in this podcast:

• Like all real advice, the value of ongoing advice goes beyond just financial products.
• The importance of understanding the true value of services provided.
• Advisors should not feel pressured to offer low-cost services.

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.

This week's episode is a must-listen, especially for any business owners or managers out there.

Katherine Spitzkowsky, of Yulania Financial, takes us through the power of meeting people where they are - clients, staff, family, friends.

She helps us explore the realities of working with the neurodiverse population and shows the care and attention that empathetic advisers bring to their practice.

And the bit at the end, where we talk about the logistical realities of employing people with the superpowers and challenges of neurodiversity is eye-opening, challening and super useful.

Let us know what you think over on the LinkedIn page.

Katherine

Katherine started her own financial advice firm, Yulania, in 2024. It's been a steep learning curve but she's building a business where she knows she's making a difference, while going about things a little differently.

You can find her via:

Yulania Financial

Katherine Spitzkowsky (@divergent_money) • Instagram photos and videos

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.