Building an advice business for the millionaire next door - Jeff Thurecht & Marshall Brentnall
“No client wants to be scaled.”So how do you grow an advice business without making clients feel that they’re just a number? In this episode, we explore how Evalesco balances efficiency, scale, and deep personalisation to serve their “millionaire next door” client base.Ren sat down with Jeff Thurecht (CEO) and Marshall Brentnall (CIO) to hear how they scaled an advice business with a strong client-care philosophy, team culture, and high-quality practice management systems.We cover:How to design a client care model that feels truly personal even as your firm grows.Practical tools and processes that lift adviser capacity, including SMAs, workflow design, and AI-driven efficiencies.How to improve client engagement during challenging market conditions.Timestamps: 00:00 - Intro02:40 - Scaling The Right Way08:30 - Systems that Free Adviser Time12:00 - Automations and AI16:05 - Culture That Drives Client Care19:33 - Design Processes Around Relationships 22:32 - Personalised Portfolios at Scale 26:35 - Evalesco's Investment Philosophy32:52 - Guiding Clients Through Turbulence35:27 - Client Communication That Works40:14 - Case Study: Intergenerational Planning——CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.——Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.——Basis Points is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697.Hosted on Acast. See acast.com/privacy for more information. Hosted on Acast. See acast.com/privacy for more information.
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This $800bn market is just getting started - Anthony Ip | Milford
Australia's corporate bond market has quietly become the third largest in the world, and signs point towards more growth to come. With offshore giants tapping local liquidity and the AI infrastructure boom demanding trillions in new capital globally, Australia's fixed income market is no longer a niche corner of the capital market- it’s globally relevant.So what kind of opportunities can these shifts in fixed income create for advisors and their clients’ portfolios?Alec sat down with Anthony Ip, Fixed Income Portfolio Manager, Milford Corporate Bond Plus Fund to find out.Timestamps00:30 – Macroeconomic update: Australian resilience, household confidence, inflation risks03:44 – RBA’s dual mandate and future interest rate trajectory05:48 – The evolution and scale of Australia’s corporate bond market10:54 – Key sectors and issuers shaping the bond market13:44 – The future of offshore corporates issuing in Australia15:19 – Australia’s fiscal position and attractiveness to global investors18:09 – AI infrastructure boom and implications for credit markets29:52 – Practical takeaways for advisers on incorporating fixed incomeThank you to Milford for sponsoring this episode of Basis Points, and helping us keep all of our content free. If you want to learn more about Milford's funds head to their website.Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Milford Australian Absolute Growth Fund and Milford Dynamic Small Companies Fund. Before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at http://milfordasset.com.au——CPD Points: This episode is accredited CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.——Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube——In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.——Basis Points is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697.Hosted on Acast. See acast.com/privacy for more information. Hosted on Acast. See acast.com/privacy for more information.
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Private markets are an illusion - Tim Carleton | Auscap Asset Management
Today’s guest believes investors should rethink risk, and be wary of confusing calm waters with safety. In this episode, we speak to founder and CIO at Auscap Asset Management, Tim Carleton- and he does not hold back.He unpacks the flaws he sees in how private markets are valued, questions the sustainability of private credit and declares that three out of the four Big Banks in Australia have lost their competitive advantage. Also in this episode:The two factors Tim believes determine long term returnsUnpacking the illusions of private marketsBehind Auscap’s outperformance since 2012Tim's Checklist for building a strong Quality filterWhere Auscap sees genuine value and is deploying capital today—— CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to receive your points.—— Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch all episodes in full and relive some of our favourite clips on YouTube —— In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information. Hosted on Acast. See acast.com/privacy for more information.
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The emerging markets blind spot: are you missing the next big opportunity? | Vern du Preez, Orbis Investments
Is the next decades biggest growth story hiding in plain sight?Bryce and Ren sit down with Vern du Preez, Investment Specialist at Orbis Investments, to explore the new face of emerging markets and why it’s time to challenge old assumptions.They discuss:•Where to find real opportunity as China cools.•Using the active edge in emerging markets. •How to capture Emerging market upside while limiting risk. •How advisors can position clients ahead of the curve.———CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.———This episode has been sponsored by Orbis Investments.If you would like to learn more about Orbis' contrarian investment approach can offer a true point of diversification when constructing client portfolios, click here.Thank you to Orbis for helping us keep all of our content free and accessible.———Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———-Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
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Building a modern advice practice - Owen Raszkiewicz
AI and digital media are reshaping financial advice. Advisors now need to offer transparency, harness technology, and engage with clients in new ways or risk losing out on a new generation of clients.In this episode, we speak with Owen Raszkiewicz, founder of the Rask Group, who is leveraging these shifts to build a practice that leans into the future of financial advice. It’s a practical look at how to adapt and thrive in a changing industry.We cover: Why advice firms need to rethink scale and transparency to meet growing demand.How fixed-fee, once-off advice is resonating with the next generation of clients.Building trust and client acquisition through content marketing.Using new tech to streamline file notes, and advice delivery.The role of personal branding in standing out and building long-term client trust.——CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.——Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———-In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——-Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Small improvements, compounded. That is the power of basis points. From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes. Hosted on Acast. See acast.com/privacy for more information.
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