Matt Heine chats with Danni Le Grande, Head of IFA Consulting at Finura Group, one of Australia’s leading technology consultants for advice firms. With a career spanning licensees, funds management, advice practices, and tech consulting, Danni explains why tech fatigue is real, and how firms can simplify processes to drive better outcomes for clients and teams. They unpack why most tech change fails, the importance of people-first adoption, and how firms can turn technology from a cost into a st...
Aug 26, 2025•33 min
Matt Heine welcomes Kon Costas, Managing Director of The Principals' Community, for a wide-ranging chat on the future of financial advice. With decades of leadership experience across Westpac, BT and now a national self-licensed adviser network, Kon offers powerful insights on what makes businesses grow, merge successfully, and remain resilient. They discuss trusted leadership, why self-licensing is rising, and how cultural alignment is key to any successful M&A deal. Kon also shares how his...
Jul 07, 2025•37 min
In our milestone 100th episode, Matt Heine interviews his father and founder of Netwealth, Michael Heine, in a rare and wide-ranging conversation spanning decades of business lessons and life experience. Michael recounts how his father arrived in Australia as a stateless prisoner of war with nothing and built a global trading empire. From trading and media to funds management and eventually founding Netwealth, Michael’s journey is packed with high-risk plays, hard-won insights, and moments of ex...
Jul 01, 2025•55 min
Listen to Dan Solin, President at Solin Strategic LLC and Evidence Based Advisor Marketing, as he shares his journey from law to financial advice, revealing how his legal background shaped a preventative, client-first mindset. In this episode, Dan unpacks the power of simplicity in investing, advocating for low-cost, transparent strategies that cut through industry complexity. He introduces the neuroscience-informed “Solin process” to build trust and engagement and explains why listening—not tal...
May 26, 2025•33 min
Join Matt Heine as he sits down with Andrew Inwood, Global CEO of CoreData, to explore the dynamic world of financial services. In this episode, Andrew delves into the critical role of financial literacy and the profound impact of intergenerational wealth transfer. He discusses the evolving responsibilities of financial planners and how technology and data are reshaping the industry. Andrew provides valuable insights into the challenges and opportunities facing financial services today, emphasis...
Apr 24, 2025•40 min
Hear Clayton Daniel, CEO of Ensombl, as he discusses the remarkable evolution of Ensombl from a small team to a thriving community of over 10,000 advice professionals. Clayton shares valuable insights on how Ensombl has grown in size and sophistication, the challenges and successes they've faced, and their unwavering mission to drive the positive evolution of financial advice. He delves into the importance of creating an agile workplace, leveraging AI to enhance efficiency, and the pivotal role ...
Mar 27, 2025•34 min
Listen to Brett Joffe and Justin Joffe, co-founders of Flux Finance, a platform revolutionising financial literacy for young adults in Australia, relate their journey from struggling with their initial podcast episodes to building a community of over 450,000 members. Brett and Justin share how Flux combines education, gamification, and money tools to make financial topics engaging and accessible to the next generation and the Emerging Affluent (young professionals). They discuss their unique app...
Feb 18, 2025•30 min
This episode looks back at some of the most incisive moments from Matt’s conversations in 2024, with an array of impressive guests from diverse fields who share their experiences, insights, and key learnings for financial advisers. Listen to the full episodes from which these clips are taken: Ep 94: Embracing play at work to innovate and collaborate – Tane Hunter & Dara Simkin Ep 93: Keeping wealth and succession in the family – Philip Pryor Ep 92: Optimising advice firms for business effici...
Jan 22, 2025•31 min
Hear Tane Hunter and Dara Simkin discuss their unique career paths and collaboration on Future Crunch, a thought-leadership and research company that explores the frontiers of science and technology, and shares stories of human progress. Tane, a scientist with expertise in biology and technology, and Dara, a marketing and executive coaching professional, share their insights on the importance of play and storytelling in business. They explore the balance between technology and human interaction,...
Oct 30, 2024•42 min
Listen to Philip Pryor, Founder & CEO at Family Business Central, talk through his career transition from psychology and large corporates to family businesses, finding greater fulfilment and leading to the founding of Family Business Central. Phil notes that the family enterprise market in Australia is less mature than the US and Europe, with fewer multi-generational families and a lack of understanding about family offices. He provides insights and examples of the emotional and logistical c...
Oct 01, 2024•35 min
Hear Sue Viskovic, General Manager, Consulting at VBP, trace her career in financial services, and discuss how she started Elixir Consulting (now part of VBP) to provide business coaching to advice firms. Sue recounts the challenges when advice businesses moved from commissions to fee-based models. She emphasizes the need for advisers to understand the intricacies of running a business, thorough business planning and being well-capitalized. Sue predicts that scalability will be crucial for advic...
Sep 03, 2024•36 min
Listen to Hugh Humphrey, CEO of Count, as he traces his unique career path from roles in consulting, to telecommunications, and eventually to financial advice, now leading one of the largest licensee groups in Australia. Hugh shares the leadership insights he gained from other impressive leaders, such as values-based decision-making, the importance of effective communication, and the need to respond quickly and transparently when problem-solving. He chats through the evolving role of the license...
Aug 07, 2024•34 min
Hear Danielle Press, ex-Commissioner of ASIC and Consultant at Income Asset Management (IAM), discuss her diverse career in finance, including her roles at the Reserve Bank, a family office, and ASIC, before joining IAM. Danielle shares her views on leadership and change management, emphasizing the importance of honesty, humility, and vulnerability to get the best out of people, and creating a balanced leadership team. She reflects on the impact of the Royal Commission and the Quality of Advice ...
Jul 10, 2024•33 min
Listen to Dean Lombardo, Founder & Principal of Effortless Engagement, as he shares his history in advice to becoming a consultant and an author. Dean talks through how he developed a unique method of evaluating client progression and confidence using short-term milestones and adult learning theory. He discusses the benefits of goals-based planning and explains how re-engineering adviser processes could lead to increased productivity, referrals, and better client outcomes. Dean suggests that...
Jun 10, 2024•38 min
Hear Lawrence Calcano, Chairman & CEO of iCapital, a platform that helps advisers access private markets, share his experiences of growing iCapital from a small team to a global company with over 1,200 employees. Lawrence emphasises the importance of having a strong culture, a clear vision, and a commitment to innovation and client success. He explains why alternative investments, such as private equity, private credit, hedge funds, and real estate, are becoming more popular among advisors a...
May 16, 2024•30 min
Listen to Jean Oelwang, CEO of Virgin Unite, relate how she was instrumental in creating the foundation of Richard Branson’s Virgin Group, which brings together the business and not-for-profit worlds to scale change and create a better world. 20 years on Jean recounts what drew her from telcos into the impact sphere, how she observed and had a few ‘’light bulb’’ moments whilst incubating groups of great leaders, like Nelson Mandella, which became the inspiration to write her book on Partnering. ...
Apr 04, 2024•42 min
Hear Shachar Kariv and Bernard Del Rey, co-founders of Capital Preferences, a company that provides solutions for understanding client preferences and behaviours in financial decision making, describe their research, background and motivations. Shachar and Bernard outline the challenges and limitations of traditional risk profiling methods. They break down the innovations and applications of Capital Preferences' tools in areas such as risk aversion, loss aversion, ambiguity aversion, multi-dimen...
Mar 04, 2024•43 min
Listen to Stephen Scheeler, CEO & Co-Founder of Omniscient Neurotechnology, relate how his corporate career moved to the internet and e-commerce sector, working at Facebook and finally setting up Omniscient, a leader in the field of neurotechnology. Stephen describes how he joined Facebook as one of the "adults" who helped transform the company from cult success into a global powerhouse. He explains how he learned to be a humble, flexible and transparent leader at Facebook, and the practices...
Feb 06, 2024•33 min
In this episode, we roundup some of the highlights from our 2023 podcasts, to give you a flavour of each episode and so that you can catch up on what you missed, or find an episode you’d like to hear more of. We cover the best bits from: Ep 83: Ringing in the changes for the financial industry - Marcus Price Ep 82: Achieving the unachievable for financial services - Sarah Abood Ep 81: Raising the voice of the financial sector - Blake Briggs Ep 80: Harnessing the power of AI in the advice indu...
Jan 08, 2024•45 min
Hear Marcus Price, CEO and Managing Director, Iress as he shares his background in banking to building PEXA and what drew him to the investment side of financial services with Iress. Marcus discusses the industry step change he accelerated with data and automation in banking decisions as well as bringing the digitisation of property settlements through PEXA (Property Exchange Australia) to fruition. He expands on the hallmarks of change management, his eye-opening first few days at Iress and the...
Dec 06, 2023•25 min
Hear Sarah Abood share her journey into financial services and how she headed the merger of the FPA and AFA to become the CEO of the newly formed FAAA. Sarah discusses how she brought two longstanding organisations together and chats through the process of creating the FAAA brand to represent a united voice for the profession. Sarah relates the FAAA’s involvement with QAR and their focus on the key issues facing consumers and advisers. She mentions the FAAA’s continued support of video SOAs and ...
Nov 09, 2023•41 min
Listen to Blake Briggs as he shares his diverse career journey through industrial advocacy, superannuation policy and finally to financial services and the FSC. Blake relays the skills, governance processes and overarching consumer lens that assist in creating a unified strong voice for the financial industry through the FSC. He explains how the FSC is engaging a cross-section of licensees, advisers and associations to achieve successful regulatory frameworks and create a healthy sector. Blake o...
Sep 27, 2023•29 min
Hear Dr. Micheal Kollo as he discusses his journey from a PhD in finance to becoming a quantitative manager, using algorithms to forecast markets. Michael uncovers how AI now translates complex financial data into intuitive client reports. He takes a deep dive into the intricacies of tools like ChatGPT and how financial advisers can harness its potential without compromising sensitive data. Kollo throws light on groundbreaking plugins, their pros, pitfalls, and the steps for crafting effective A...
Aug 19, 2023•35 min
In this episode, Matt jumps into the hot seat to be interviewed by Peita Diamantidis on the Ensombl AdviceTech podcast. They discuss how advisers are using technology to differentiate their offering and build their client value proposition. Matt shares the efficiencies of managed accounts during turbulent markets, integrating ESG into the offering, cyber-security considerations for firms, and how Artificial Intelligence is being used to provide insights, manage back-office administration and dee...
Jul 07, 2023•40 min
Picking up from episode 35, Kendall Flutey, Co-Founder and CEO of Banqer, now shares how experiential learning with Banqer Primary has expanded to high school children, giving them the chance to increase their financial literacy and capability that translates into real life. She describes how Banqer has helped to uplift the financial capability of parents, teachers and kids by engaging them on the financial education journey of their children, and relates how the principles of financial literacy...
May 23, 2023•30 min•Ep. 78
Listen to Matt Brinker, Managing Partner of Merchant Investment Management, share how he built United Capital, a platform to help advisers scale their businesses, into a $25bn behemoth before its acquisition by Goldman Sachs. Matt reveals why he then changed focus from uniformity and scale to celebrating diversity in business structures and individuals with Merchant. Brinker delves into his observations of the success factors of firms that have been able to scale, how digital tools can bridge th...
Apr 21, 2023•25 min
Hear Brent Brodeski, CEO & Founder, Savant Wealth Management discuss his journey to becoming a successful entrepreneur and leader in the financial industry. Brent shares his personal experiences and how he overcame challenges, made tough decisions, and developed a strong vision for the future of his company. From his early days as a stockbroker to founding Savant Wealth Management, Brodeski shares valuable insights on building a culture of growth, selecting the right partners and staying tru...
Mar 17, 2023•35 min
Listen to Jennifer Risher, Author, Speaker and Co-founder of #HalfMyDAF, as she shares her wealth journey from early days at Microsoft and Amazon. Jennifer explains the emotional and sensitive side of money with real life examples of what she terms as 'the embarrassment of riches', a title she almost used for her book, and the isolation that wealth can bring. She unpacks the vital support role her adviser played and why she penned the book, “We need to talk“. Jennifer reveals how peer networks h...
Feb 15, 2023•37 min
Listen to Nathan Fradley, Director of Ethos ESG Australia and Senior Adviser at Tribeca Financial, as he recounts his career journey into ethical advice and why he brought an ESG data and software tool for advisers (Ethos) to Australia. Nathan unpacks the micro and macro impact of financial advisers on society and the economy, and the need to enhance the reputation of the industry for clients and the next generation of advisers. He identifies opportunities in the client experience from a platfor...
Dec 20, 2022•38 min•Ep. 74
Hear Ben Krasnostein, Managing Director of Kilara Capital, trace his career path into the world of impact investing, where he finally began to realise his aspiration to combine profit and purpose and founded Kilara Capital, an investment management business focussed on both impact and commercial returns. Ben unpacks the responsible investment spectrum and the need for taxonomies and standards, decarbonisation companies they currently partner with, and the structural positions they take in them. ...
Nov 21, 2022•35 min•Ep. 73
