Episode 7: How Paul Heanly is making managed accounts work
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Episode 7: How Paul Heanly is making managed accounts work
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In this episode of FM Radio, we explore how wealth advice has changed to meet the needs of clients, with expert insights from Mark Smith, Elston’s Head of Adviser Services, and Paul Heanly, Managing Director of Hunter Wealth.
We learn about the evolving meaning of financial freedom and how strategic advice is adapting to better serve clients.
Focusing on investment solutions that firms have adopted along the way, we dive into the importance of long-term partnerships and delivering certainty in an uncertain world.
From building bespoke portfolios to learning the value of collaboration, this episode offers practical insights for advisers and firms looking to elevate their client experience.
The information provided in this podcast is general in nature, you must consider your own circumstances prior to making any investment. For more information, go to our website or speak to your financial adviser. This podcast has been prepared by Elston Asset Management Pty Ltd, a Corporate Authorised Representative (CAR 427434) of EP Financial Services Pty Ltd (AFSL No. 325252).