S7E19 ID, Advising Non-Couples, Scoping and Insurance Bonds episode artwork

EPISODE · Apr 23, 2026 · 1H 1M

S7E19 ID, Advising Non-Couples, Scoping and Insurance Bonds

from Challenge the Standard in Financial Advice · host Nathan Fradley and Jordan Vaka

Following a run of outstanding and informative guests, this week we return to our normal programming - Jordan and Nathan mouthing off about a stack of different things - but this time prompted by listener questions! In this week's episode, they cover: The best U2 Album The conflicts that can arise when advising people who's romantic life is over, but have chosen to continue their shared life.  Advice Fees from Super How advisers can navigate limits imposed by other, non-qualified, professionals in a clients life Civil mascotts And why is it that we don't really talk about investment bonds It's a fun discussion, zooming in on matters that are relevant to advisers out there.  That, and a revealing discussion about sippy cups and why Jordan finds them so discomforting in a conversational setting.  Enjoy! CPD Quiz thanks to CPD Check: https://quiz.ensombl.com/NATH-26060603-11560001 Nathan: [email protected] www.nathanfradley.com.au Jordan: [email protected] www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.   

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S7E19 ID, Advising Non-Couples, Scoping and Insurance Bonds

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This episode was published on April 23, 2026.

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Following a run of outstanding and informative guests, this week we return to our normal programming - Jordan and Nathan mouthing off about a stack of different things - but this time prompted by listener questions! In this week's episode, they...

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