Connect with Phil Thompson

Website:

https://www.skye.com.au/team

Instagram:

https://www.instagram.com/skye.wealth/

Linkedin:

https://www.linkedin.com/company/skyewealth/about/

Connect with Lionel O'Mally

Website:

https://www.purposeplanning.com.au/

Instagram:

https://www.instagram.com/purposeplanningaus

Linkedin:

https://www.linkedin.com/in/lionelomally/

Connect with Matt McCabe

Website:

https://www.newcastleadvisors.com.au/

Instagram:

https://www.instagram.com/newcastleadvisors

Linkedin:

https://www.linkedin.com/in/m-mccabe/

Phil Thompson’s story isn’t your typical finance career.

He started out flipping through the air as a world-class acrobat… before pivoting into the world of insurance. Now, as the founder of Sky Wealth, Phil has carved out a bold niche: a business dedicated to risk-only advice.

In this episode, Phil shares:

• How circus training shaped his resilience and competitive edge.
• The leap from performing to financial planning.
• Why Sky Wealth only focuses on insurance — and how that helps clients.
• Real-world insights on premiums, mental health disclosures, and business structuring.
• What he’s learned about leadership, money, and backing yourself in business.

It’s equal parts entertaining and eye-opening — perfect for anyone curious about careers, risk, and the mindset it takes to reinvent yourself.

Hosted on Acast. See acast.com/privacy for more information.

What do chess, fitness, and financial planning have in common?

For Victor Idoko from CFV Advisory, they’re all about thinking ahead, making smart moves, and playing for the win.

In this episode, Victor takes us from his childhood in Nigeria — where his parents had very different ideas about money — to building a life and career in Australia. He opens up about the cultural shocks, the lessons that stuck, and how those early money conversations shaped the way he helps clients today.

We chat about his personal investing philosophy, why financial literacy should be non-negotiable, and how focusing on the human side of advice has helped his clients achieve more than they thought possible.

Whether you’re planning your next financial move, curious about the journey of a global Aussie, or just love hearing how life experiences shape great advice, this one’s a cracking listen.

Connect with Victor Idoko

Linkedin: www.linkedin.com/in/victor-idoko-cfa-cfp

Instagram: www.instagram.com/iamvictoridoko

Website: cfvservices.com.au/

Hosted on Acast. See acast.com/privacy for more information.

Matthew and Lionel have just landed back from the MDRT conference in Miami, and … their minds are buzzing.

In this episode they spill the beans on what’s shaking up the financial advice world – including how AI is changing the game.

But they don’t stop there. The boys dive head‑first into Canberra’s latest grab for your super – proposed tax changes that could sting Aussie retirees.

They’re fired up, calling out the pollies and asking the big question: why aren’t we teaching people how to manage money instead of moving the goalposts?

It all wraps up with a bold look at the future of superannuation – trust, education, personal responsibility… and whether the system’s really set up for you to win.

🎧 If you’ve got super, if you care about your financial future, or if you just love hearing two straight‑talkers tell it how it is – this one’s for you.

👉 Hit play and have a listen – you won’t think about your super the same way again.

Hosted on Acast. See acast.com/privacy for more information.