Australian Ethical Intergenerational Wealth Series: Tim Williams from Fieldwork Coffee
Meet Dylan Pargiter-Green, an adviser who is passionate about the role of responsible investing in aligning with the goals and values of clients.
Intergen Wealth Transfer
Monday 23rd June 2025
Share
The great wealth handover: why advisers cannot afford to sit this one out
The greatest wealth transfer in Australia’s history is already underway, and advisers who are not actively embedded in family succession risk watching their...
Dividend, GARP and the adviser toolkit with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X
In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks,...
Building wealth with commercial property with Chris Davitt and John Taylor from Dexus
In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...
Unlocking real estate’s hidden gems with Julian Biggins from MA Financial
In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping...
Compliance matters with Sean Graham from Assured Support
Tahn Sharpe sits down with compliance expert Sean Graham from Assured Support to talk about all things documentation and the current regulatory landscape for...