In this episode of The Australian Business Show, host Nick Stehr sits down with Brett and Nev, co-founders of Fin-X Wealth, to unpack their journey from corporate finance and global trading desks to building one of Australia’s most values-driven independent wealth management firms.
They share how years in the trenches at UBS, Credit Suisse, and ABN Amro shaped their approach to trust, integrity, and long-term investing — and why they left the security of major institutions to create something of their own under an independent licence.
Whether you’re an entrepreneur, investor, or business owner, this conversation offers rare insight into building a business founded on trust, expertise, and the courage to do things differently.
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