FM Radio
Welcome to FM Radio, your go-to podcast for everything in the world of Funds Management, brought to you by Elston Asset Management.
Whether you’re an experienced adviser, seasoned investor, or just starting your journey, we’re here to explore the complex world of funds management and break down the key concepts.
Join us as we talk to the experts and get their insights, from asset allocation to risk management, and give you an idea on how decisions are made.
Tune in and turn up the volume on the topics that affect you and your clients.
FM Radio
Episode 7: How Paul Heanly is making managed accounts work
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).
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