Best Netwealth Podcasts (2025)

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Ep 98: Decoding wealth with data 39:56

9d ago39:56

39:56

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 …

1
Ep 73: Beyond traditional assets: Building an alternatives allocation for wholesale investors - Lonsec 36:20

19d ago36:20

36:20

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Nathan Lim, Chief Investment Officer at Lonsec Investment Solutions. Nathan breaks down Lonsec's take on alternatives, explaining the difference between defensive and growth assets based on their volatility, while emphasising that volat…

1
Ep 97: Building a thriving community of advice professionals 34:08

1M ago34:08

34:08

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 e…

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EP 72: Global economic outlook and investment strategies for 2025 - Vanguard 40:14

2M ago40:14

40:14

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Matt Cho, Head of Multi-Asset Solutions at Vanguard Australia. Matt shares insights on Vanguard's recently released economic outlook for 2025, the performance of multi-asset products in 2024, and potential returns for various asset clas…

1
Ep 96: Engaging the next generation on their finances 29:49

3M ago29:49

29:49

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 …

1
Ep 95: The 2024 roundup episode 30:55

3M ago30:55

30:55

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 collaborat…

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EP 71: Investing in new world businesses: Insights on AI, digitisation, and market trends - Hyperion 34:01

3M ago34:01

34:01

In this episode of the Netwealth Portfolio Construction podcast, Paul O'Connor, Head of Investments at Netwealth, is joined by Jolon Knight, an investment specialist from Hyperion Asset Management. They dive into the global equities market, exploring the opportunities Hyperion sees for investors. They discuss investing in "new world" businesses as …

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EP 70: APRA's crackdown: What it means for fixed income investors - UBS Asset Management 36:56

5M ago36:56

36:56

In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, is joined by Tim Van Klaveren, Head of Australian Fixed Income at UBS Asset Management. They discuss macroeconomic factors impacting fixed-income markets, including the global shift towards more accommodative monetary policy following a period of …

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Ep 94: Embracing play at work to innovate and collaborate – Tane Hunter & Dara Simkin 41:44

6M ago41:44

41:44

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 profess…

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EP 69: Digitalisation, infrastructure, urbanisation in India and their impact on investors - India Avenue Investment Management. 36:49

6M ago36:49

36:49

The Indian economy is the fastest-growing major economy in the world. Driven by internal demand and a burgeoning middle class, India may offer an opportunity for investors. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Mugunthan Siva, Managing Director and Co-Founder of India Avenu…

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Ep 93: Keeping wealth and succession in the family - Philip Pryor 35:06

7M ago35:06

35:06

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…

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EP 68: The new face of private equity - HarbourVest Partners 46:46

7M ago46:46

46:46

The private equity landscape is evolving, with companies staying private longer due to available growth capital, expanding access and investment opportunities in private markets. In the latest episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Craig MacDonald, Managing Director of HarbourVest P…

1
Ep 92: Optimising advice firms for business efficiency - Sue Viskovic 35:43

8M ago35:43

35:43

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…

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EP 67: Unlocking growth: Strategic small cap investing - Prime Value Asset Management 38:02

9M ago38:02

38:02

Considering an allocation to small cap stocks? Many Australian investors do, seeking the potential for higher returns that small caps can offer. But with greater opportunity comes increased volatility—so how do you navigate this space effectively? In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Richard Iv…

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Ep 91: Growing the licensee of the future - Hugh Humphrey 33:48

9M ago33:48

33:48

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…

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Ep 90: Building bonds in the financial sector - Danielle Press 33:06

10M ago33:06

33:06

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…

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Ep 66: Global real estate insights: Navigating market cycles and opportunities - Quay Global Investors 56:42

10M ago56:42

56:42

In this episode, Paul O’Connor, Head of Strategy and Development at Netwealth, sits down with Chris Bedingfield, Principal & Portfolio Manager at Quay Global Investors. They delve into the complexities and opportunities within global real estate markets. Chris shares his expertise on why investing in real estate below replacement cost provides down…

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Ep 89: Sharpening advice firms for a competitive edge - Dean Lombardo 37:50

11M ago37:50

37:50

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…

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EP 65: Private credit: Navigating the risks and rewards - Challenger Investment Management 44:50

11M ago44:50

44:50

As traditional banks retract from commercial lending, private credit emerges as a compelling alternative. In the latest episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, and Pete Robinson, Head of Strategy at Challenger Investment Management, offer insightful perspectives on the rise of private credit an…

1
Ep 88: Expanding horizons with alternative assets – Lawrence Calcano 29:57

12M ago29:57

29:57

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 expl…

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EP 64: China's soft landing: fact or fiction? - Income Asset Management 41:17

1y ago41:17

41:17

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews Craig Swanger, Director and Chief Investment Officer of Income Asset Management (IAM). Craig shares his predictions that China’s interest rates may decline more rapidly than the market anticipates. This episode addresses these uncertain…

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Ep 87: Partnering with purpose to create a better world - Jean Oelwang 41:32

1y ago41:32

41:32

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 …

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EP 63: Finding investment opportunities in emerging markets - Warakirri Asset Management 44:21

1y ago44:21

44:21

For some, emerging markets remain one of the most mispriced asset classes globally, providing ample opportunities for outperformance, but it is important to properly evaluate the risks before investing. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth interviews Ross Cameron, Portfolio Manager, E…

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Ep 62: Investing in 2024: Economic trends you should be thinking about - Betashares 31:29

1y ago31:29

31:29

In 2023, investors saw strong returns in equity, fixed interest, and cash markets. The question for 2024 is whether these strong returns will continue. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews David Bassanese, Chief Economist at Betashares, about his economic view on the Austr…

1
Ep 86: Scientifically revealing client preferences for personalised wealth advice - Shachar Kariv & Bernard Del Rey 42:38

1y ago42:38

42:38

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 br…

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Ep 85: Leadership lessons from Facebook’s former CEO - Stephen Scheeler 33:02

1y ago33:02

33:02

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 fro…

1
EP 61: Energy transition, technological advancements, geopolitical risks impacting the global resource sector - Janus Henderson Investors 41:52

1+ y ago41:52

41:52

The resource sector encompasses a wide range of commodities and has received increasing attention due to the global shift towards renewable energy sources. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, is joined by Daniel Sullivan, Head of Global Natural Resources and Portfolio Manager at Jan…

1
Ep 84: The 2023 roundup episode 45:08

1+ y ago45:08

45:08

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 f…

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EP 60: Fixed income investing: exploring the opportunities and challenges for 2024 - Macquarie Asset Management 41:45

1+ y ago41:45

41:45

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investments at Netwealth, interviews to Brett Lewthwaite, Chief Investment Officer and Global Head of Fixed Income at Macquarie Asset Management. They explore the current and future dynamics of bond markets, inflation and interest rates, and how they shape the global econ…

1
Ep 83: Ringing in the changes for the financial industry - Marcus Price 24:57

1+ y ago24:57

24:57

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 thr…

1
EP 59: Healthcare real estate: why it's named the Cinderella of commercial property markets - Centuria Healthcare 38:05

1+ y ago38:05

38:05

The healthcare industry is undergoing significant change due to increased demand from population growth, advancing medical services, and an ageing population, and as such healthcare real estate represents investment opportunities for some. In this podcast episode, Paul O'Connor, Head of Investments, Netwealth, interviews Andrew Hemming, the Managin…

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Ep 82: Achieving the unachievable for financial services - Sarah Abood 40:57

1+ y ago40:57

40:57

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 FAA…

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EP 58: The impact of China's recent growth slowdown and policy stances on investors - BNP Paribas Asset Management 34:06

1+ y ago34:06

34:06

In this episode, Paul O'Connor, Head of Investments at Netwealth, interviews Chi Lo, the Senior Market Strategist, APAC at BNP Paribas Asset Management. Together they unpack China’s economic outlook including its recent growth slowdown, policy stances, the global impact of China's recovery, the demographic trends challenging the country and the imp…

1
Ep 81: Raising the voice of the financial sector - Blake Briggs 29:17

1+ y ago29:17

29:17

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 FS…

1
EP 57: Explore the intricacies of emerging market equities - Fidelity International 49:45

1+ y ago49:45

49:45

In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth, and Amit Goel, Portfolio Manager at Fidelity International, explore the intricacies of emerging market equities. They discuss the diverse nature of emerging markets, highlighting the differences amongst countries, including varying demographic, social, and evolving …

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Ep 80: Harnessing the power of AI in the advice industry - Dr. Michael Kollo 34:31

1+ y ago34:31

34:31

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 pot…

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EP 56: Exploring green bonds and their impact on ESG strategies - Pendal Group 34:24

1+ y ago34:24

34:24

Green bonds have gained attention due to their alignment with ESG goals, making them a key consideration for environmentally and socially conscious investors. In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth and George Bishay, Head of Credit and Sustainable Strategies at Pendal Group delve into the universe of gree…

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Ep 79: Evolving the client value proposition with technology – Matt Heine 39:55

2y ago39:55

39:55

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,…

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Ep 55: Private Markets: The new traditional asset class 28:22

2y ago28:22

28:22

In recent years, private markets have become more widely used and easier to access due to the rise of online platforms and increasingly sophisticated investors. In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth, and Roberto Cagnati, Chief Risk Officer at Partners Group, discuss the advantages of private markets comp…

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EP 54: Navigating volatility: Insights on equity markets and growth stocks - Franklin Templeton 31:04

2y ago31:04

31:04

In this episode, Paul O'Connor, Netwealth's Head of Investment Management, interviews Don Huber, Senior Vice President, and Portfolio Manager at Franklin Templeton. Given the recent volatility in equity markets, Don provides his views, with an emphasis on growth stocks. He unpacks the impact of inflation on growth stock valuations and identifies po…

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Ep 78: Empowering students for their financial future - Kendall Flutey 30:09

2y ago30:09

30:09

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 …

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EP 53: Outlook on fixed interest markets in 2023 and beyond - PIMCO: Investment Management 34:16

2y ago34:16

34:16

In this episode, Aaditya Thakur, Senior Vice President and Portfolio Manager at PIMCO, joins us to unpack the reasons why 2022 was such a challenging year for fixed interests and how this impacts 2023 and beyond. He explores inflation, recession risks, the implications of China reopening, as well as the positive developments in the market and what …

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Ep 77: Strategic perspectives on scale and independence – Matt Brinker 24:47

2y ago24:47

24:47

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 individ…

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Ep 76: Building a wealth platform to transform lives – Brent Brodeski 35:28

2y ago35:28

35:28

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 …

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Ep 75: Talking about a revolution in investing - Jennifer Risher 36:43

2y ago36:43

36:43

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…

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Ep 74: Customising client experiences and advice with technology – Nathan Fradley 37:31

2+ y ago37:31

37:31

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 enhan…

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Ep 73: Reconciling profitability with impact investing – Ben Krasnostein 35:05

2+ y ago35:05

35:05

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 spect…

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Ep 72: Embracing a growth mindset and visioning the new quo – Luke Sayers 31:15

2+ y ago31:15

31:15

Listen to Luke Sayers, Founder & Executive Chairman of Sayers, as he shares the philosophy of Sayers, a fast-growing investment advisory, named LinkedIn Startup of the year 2021. Luke relates how his consulting career path took him from growing up in a small Victorian country town to becoming the youngest managing director at PWC, president of the …

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EP 52: Is it time to buy bonds? Russell Investments 30:25

2+ y ago30:25

30:25

With the end of most central bank's quantitative easing programs and the normalisation of cash rates, is now the time to buy bonds again and to increase duration positioning in portfolios? Since central banks commenced explicitly targeting inflation in the mid 1980’s, cash rates and bond yields have fallen creating an environment where fixed intere…

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Ep 71: The changing face of the wealth industry – Dr. Isaac Poole 32:52

2+ y ago32:52

32:52

Hear Dr. Isaac Poole, CIO of Oreana, share how his interest in economics launched a career that took him around the world, spanning government and corporate roles in economic strategy, before finally moving into the wealth profession. Isaac offers guidance for those starting their career and shares the importance of mentoring for the industry as he…

Podcasts Worth a Listen

Netwealth Podcasts

Podcasts Worth a Listen