『Independent Insights』のカバーアート

Independent Insights

Independent Insights

著者： Independent Wealth Partners
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About the Podcast: "Independent Insights" is your go-to resource for navigating the intricate world of financial well-being. We believe that true wealth extends beyond mere numbers—it encompasses health, relationships, purpose, and personal fulfillment. Our podcast delves into the intersection of financial wisdom and holistic living, offering actionable insights to empower you on your life journey. What to Expect: Holistic Life-First Approach: We understand that financial decisions are deeply intertwined with every aspect of your life. From career choices to family dynamics, we explore how financial planning impacts your overall well-being. Expert Interviews: Tune in as we engage with thought leaders, industry experts, and visionaries. Their wisdom and experiences provide practical guidance on achieving financial freedom while nurturing your soul. Strategic Insights: Whether you're a seasoned investor or an aspiring mogul, our episodes deliver tangible takeaways. Topics include estate planning, private investments, lifestyle design, and more. Community Connection: Join our community of like-minded individuals who prioritise holistic wealth. Share your stories, ask questions, and learn from others who've walked similar paths. Who Should Listen: Individuals Seeking Balance: If you're tired of the traditional financial advice that overlooks your well-being, this podcast is for you. Professionals and Entrepreneurs: Discover how to align your financial goals with your personal values and aspirations. Multigenerational Families: Learn how to pass down wisdom, wealth, and purpose across generations. Remember, true wealth isn't just about dollars—it's about living a purposeful, abundant life. Join us on "Independent Insights" as we explore the art of financial well-being, one episode at a time. 🔗 Listen on Apple Podcasts and Spotify2025 個人ファイナンス 経済学
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  • IWP Market Update October 2026

    IWP Market Update October 2026
    2026/10/12

    This month Chris Haggart sits down with Shane Nicholas - Partner and Independent financial adviser at IWP to discuss all things economics and markets over the course of the last month.

    DISCLAIMER: This videocast contains general advice which does not consider your particular circumstances. You should seek advice from Independent Wealth Partners who can consider if the general advice is right for you. Independent Wealth Partners Pty Ltd (ABN 66 647 667 249) – (AR 1286417) is a Corporate Authorised Representative of Independent Wealth Services (IWS) AFSL # 512433.
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    28 分
  • So someone passed away, do I call the bank?

    So someone passed away, do I call the bank?
    2026/09/21

    This week, Cameron sits down with Brigitta, an independent financial adviser at IWP, to talk through what to do when someone passes away.

    Losing someone comes with grief, and then it comes with paperwork. Bank accounts. Wills. Super. Bills that were never in your name. In this episode, we cover the practical side of death that no one prepares you for, and why calling your financial adviser before you notify anyone else can save you months of headaches.

    We cover:

    • Why joint accounts and single accounts behave completely differently after a death
    • What happens to super and pensions if there's no clear nomination
    • The extra mess that comes with assets or property overseas
    • Simple things you can set up now so your family isn't caught out later.

    If you've ever wondered why should I be prepared for when I pass away, this ones for you.

    DISCLAIMER: This videocast contains general advice which does not consider your particular circumstances. You should seek advice from Independent Wealth Partners who can consider if the general advice is right for you. Independent Wealth Partners Pty Ltd (ABN 66 647 667 249) – (AR 1286417) is a Corporate Authorised Representative of Independent Wealth Services (IWS) AFSL # 512433.
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    26 分
  • The Real Value of Financial Advice: Less Stress, More Confidence, Better Life Decisions

    The Real Value of Financial Advice: Less Stress, More Confidence, Better Life Decisions
    2026/09/14

    We looked at our own client data on the IWP Life Survey. Clients who've been with us for a few years score higher across every area of life we measure, not just the financial one. Spiritual wellbeing showed the biggest jump.

    That sent us looking at what other researchers have found. Vanguard says advised clients are about half as likely to report high financial stress. Russell Investments found confidence in reaching financial goals roughly doubles after advice. The CFP Board found advised households are better prepared, with more emergency savings and estate planning in place.

    In this episode, Cameron Howlett and Chris Haggart walk through the numbers and the stories behind them. It's less about the returns and more about what changes when people stop wondering if they'll be okay.

    https://www.independentwealthpartners.com.au/insights/the-real-value-of-financial-advice-less-stress-more-confidence-better-life-decisions/

    DISCLAIMER: This videocast contains general advice which does not consider your particular circumstances. You should seek advice from Independent Wealth Partners who can consider if the general advice is right for you. Independent Wealth Partners Pty Ltd (ABN 66 647 667 249) – (AR 1286417) is a Corporate Authorised Representative of Independent Wealth Services (IWS) AFSL # 512433.
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    28 分
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