The Scientiam Show

Episode DescriptionIn this episode of The Scientiam Show, we sit down with Bhanu Singh, CEO of Dimensional Fund Advisors Australia and Senior Investment Director. Bhanu shares his journey from studying accounting in the US, to unexpectedly landing at Dimensional, to eventually leading the firm in Australia and New Zealand.We dive into what sets Dimensional apart— from its evidence-based investment philosophy to its culture of long-term thinking. Dr. Katherine Hunt (fresh from the surf!) also shares insights into Dimensional’s ethical commitment to avoiding commissions and resisting the pull of short-term trends. Bhanu reflects on the challenges and rewards of carrying this culture across a global business, highlighting why staying true to principles matters in an industry so often swayed by fads.Whether you’re an investor, adviser, or simply curious about how one of theworld’s leading asset managers thinks, this episode is packed with insights you won’t want to miss.About the HostsNigel Baker — Founder & CEO of ⁠Scientiam⁠, Chartered Accountant, andCFP® with 20+ years in finance.Dr. Katherine Hunt — Founder & Head Researcher at ⁠Ardentura⁠, finance academic, and former financial adviser. Connect with Katherine for your next event as a keynote speaker.About ScientiamScientiam provides a white-label solution for advice firms to engage thousands of clients who aren’t yet ready for full advice. Our platform helps address key challenges such as improving access to advice, facilitating intergenerational wealth transfer, and effective client segmentation.Book a call — Email us at ⁠[email protected]⁠ to learn more.

Are today’s investing trends truly unlocking greater transparency, personalisation, and outcomes for clients, and how can advisers harness them to deliver lasting value?In this episode of The Scientiam Show, Nigel Baker and Dr. Katherine Hunt explore:Evidence-Based Investing (EBI): How decades of research and data-backed strategies are better than speculation - and why adoption remains limited.SMAs: The benefits, considerations, and evolving role they play in delivering personalised, transparent client experiences.Sharing practical ways to combine evidence, ethics, and technology to keep investment strategies client-focused and future-ready. Whether you’re an adviser, wealth manager, or investor, this conversation will help you navigate these trends with clarity and confidence.About the Hosts:Nigel Baker — Founder & CEO of Scientiam, Chartered Accountant, and CFP® with 20+ years in finance.Dr. Katherine Hunt — Founder & Head Researcher at Ardentura, finance academic, and former financial adviser.Connect with Katherine for your next event as a keynote speaker.About Scientiam Scientiam provides a white-label solution for advice firms to engage thousands of clients who aren’t yet ready for full advice. Our platform helps address key challenges such as improving access to advice, facilitating intergenerational wealth transfer, and effective client segmentation.📩 Book a call — Email us at [email protected] to learn more.

Sustainable investing is more than a trend — but what does it really mean?In this episode of The Scientiam Show, we take a dive deep into the growing world of sustainable investing, from ESG screening to greenwashing scandals. Nigel breaks down how to align your investments with your values, the challenges super funds face in ethical investing, and how evidence-based firms like Dimensional and Vanguard approach sustainability with integrity and rigour.We’ll also explore:Why investor confidence has been shaken — and how to rebuild itHow to avoid "greenwashed" fundsReal-world ESG examples, metrics & carbon footprint insightsThe difference between exclusions vs reduced weightings in portfolios👉 Want to learn more? Visit the Scientiam website or reach out to Nigel directly at [email protected].

In this episode of The Scientiam Show, Nigel Baker sits down with Nick, a creative entrepreneur and founder of Journey Maker, a tech platform reshaping the travel experience through AI and authentic storytelling.From designing record covers for global stars in London to launching startups in India and Silicon Valley, Nick shares his unconventional journey from advertising to founding a growing ecosystem of businesses across film, branding, and AI-powered travel tech.🔍 What You’ll Learn:How AI is revolutionising personalised travel experiencesThe power of relentless creativity in entrepreneurshipWhy mass tourism is outdated—and how hyper-personalisation creates better travelTips for validating and testing business ideas quickly with AIHow AI isn’t replacing jobs—it’s elevating the quality of human work🚀 Whether you’re a business owner, creative, or tech-curious traveller, this episode is full of insights on navigating change, building smarter, and embracing innovation.🔗 Stay tuned as we explore how to use AI not just to scale — but to tell better stories, solve real-world problems, and make meaningful connections.ScientiamJourney Maker | AI Travel Planning That Feels PersonalHOST - Nigel BakerPRODUCER - Andrew O'Brien

In this episode, host Nigel Baker is joined by psychologist and industry expert Dr Katherine Hunt to unpack the mindset barriers holding advisers back — and what it really takes to build the advice practices of the future.They explore the difference between advisers stuck solving yesterday’s problems and those with a bold vision to help thousands. From aligning your goals with your values tochallenging the industry’s "100-client" mindset, this episode is a powerful call to think bigger.🔍 Topics covered:Why mindset matters more than techAligning your business model with your valuesScaling advice without losing the human touchHow tech like Scientiam helps expand your reachShifting from lifestyle practice to impact-driven firmWhether you're an adviser, business owner, or just someone thinking about the future of financial advice — this one's for you.

In this episode, host Nigel Baker is joined by Dr Katherine Hunt to explore one of the most debated topics in the financial advice industry: the future of Statements of Advice (SOAs). With looming legislative changes, increased scrutiny on compliance, and the rapid evolution of AI tools, how should advisers respond?This episode dives into:✅ AI and the automation of SOA workflows✅ Compliance in a post-reform world✅ Why advice quality starts with strategy, not documents✅ The role of tech in scaling meaningful client engagement✅ Practical opportunities for paraplanning firms and licensees Packed with insights, strong opinions, and practical suggestions — this is a must-listen for forward-thinking financial professionals.🎧 Listen now and transform the way you think about advice delivery.

🎙️ Episode 2: Reimagining the Client Experience in Financial Advice – with Nigel Baker & Dr Katherine HuntIn this episode of The Scientiam Show, co-hosts Nigel Baker and Dr Katherine Hunt explore how technology and behavioural research are transforming the client experience in financial advice.From the deeply human emotions clients face in their very first meeting, to the science-backed strategies that build lasting trust, this episode unpacks the psychology, ethics, and systems that create better outcomes — and how advisers can implement them today.🔍 What you’ll learn:Why the first client meeting is one of the most vulnerable moments — and how to approach it with empathyHow staying in touch throughout onboarding dramatically improves client confidenceThe ideal first conversation: it’s not about products, it’s about goals and valuesHow a consistent CCM process can align your entire team and build client trustScreening for the right clients and servicing them in a meaningful wayThe latest tools and innovations enhancing adviser-client relationshipsPlease see resource links below: ScientiamMoneyMind Profile👥 About your hosts:Nigel Baker is the Founder of Scientiam and CEO of Arch Capital, with 20+ years in wealth management.Dr Katherine Hunt is an award-winning financial planner and global expert in financial services ethics, with a PhD in Law and Economics and a background in psychology and commerce.Whether you're a financial adviser or simply interested in how tech and behavioural science can elevate human connection, this episode offers insights you won't want to miss.

Episode 1 – How AI Is Transforming Financial Advice: Ethics, Scale & the Future of Advicewith Nigel Baker & Dr Katherine Hunt | The Scientiam ShowWelcome to the first episode of The Scientiam Show. Join co-hosts Nigel Baker and Dr Katherine Hunt as they dive into how technology is reshaping the financial advice industry — creating better outcomes, improving access, and helping advisers scale with impact and integrity.Join co-hosts Nigel Baker, Founder of Scientiam and CEO of Arch Capital, and Dr Katherine Hunt, global expert in ethics and financial services, as they unpack how artificial intelligence is reshapingthe future of financial advice.From scalable advice models to ethical AI adoption, discover how technology is empowering advisers, enhancing client trust, and making financial advice more accessible than ever.🔍 In this episode, we cover:• The real impact of AI in financial advice• Why ethics must lead tech adoption in financial services• Tools and AI note-takers every modern adviser should know• How firms can scale without losing the human touch• The rise of client-first, compliance-smart digital advice🛠️ Featured AI Tools for Financial Advisers:Otter Meeting Agent      MicrosoftCopilot  Fathom AINotetaker scribenote.ioNotion AIParadino  Filenote.ai Evernote💡 Stay ahead of the curve.Follow The Scientiam Show for bold conversations on advice, ethics, fintech, and the tools transforming the industry.

Trailer for the new podcast from Nigel Baker.

Josh Smyth is an Associate Advisor for Arch Capital, a highly qualified independent financial advice company. They are professionals with Chartered Accounting and Certified Financial Planning qualifications who use a rigorous investment philosophy and access to the world's best academic research to ensure client portfolios are commendably constructed using science rather than speculation.

Libby Newman is an Investment Specialist, Strategy and Research with Vanguard Australia. In this role Libby is responsible for supporting Vanguard's distribution team by connecting the adviser community with Vanguard's extensive investment and strategic research. https://www.vanguard.com.au HOST - Nigel Baker PRODUCER - Andrew O'Brien

Ben is a director of a boutique business service chartered accountancy firm with a specific focus on small and medium business. The services Jennings Partners provides are for business owners who are seeking peace of mind in having a registered finance professional look after their book-keeping, business financials and accounting. https://www.jenningspartners.com.au

Tim Findlay is an accomplished senior financial professional with over 20 years experience in corporate and commercial lending, sales, relationship management and operations. He is the owner of Cato Advisory located in Young NSW. After growing up on a farm in Cowra in the NSW Central West, Tim attended Charles Sturt University in Bathurst before embarking on a career in Sydney, Dublin, and London with the likes of the Commonwealth Bank, Deutsche Bank, Merrill Lynch, and Lloyds Banking Group.  In 2022, fuelled by a vision to enhance the synergy between accounting firms and financiers, Tim founded Cato Advisory. His mission is to provide rural and regional businesses with supportive, dynamic, and proactive strategic business finance and advisory services. www.catoadvisory.com.au HOST - Nigel Baker PRODUCER - Andrew O'Brien

Pauline Blight-Johnston is CEO and Managing Director of Helia, Australia’s largest lenders mortgage insurer. An actuary with more than 30 years of global industry experience in wealth management and insurance, Pauline is passionate about driving customer focused innovation and building inclusive working cultures.

Ian is a reformed branding and advertising creative director turned entrepreneur, co-founder of national corporate audiovisual company Scene Change. He studied as a vet, got expelled, and became a corporate AV technician. He was exposed to radioactive megadoses of corporate motivator shtick, and realized they’re generally 99% Showbiz and 1% business experience. https://ianwhitworth.net/ https://www.scenechange.com.au/ Host - Nigel Baker Producer - Andrew O'Brien

Brigitta is a Certified Financial Planner & Accredited SMSF Association Specialist Adviser. She speaks four languages and in 2022 was the winner of the Gwen Fletcher Memorial Award, “recognising the highest achiever in the Certified Financial Planner (CFP®) Certification Unit, with demonstrable dedication to providing high-quality financial advice”.

Dave Segal and ex Wallaby captain Phil Kearns founded Front Row Group over 20 years ago and have shaped the company into a boutique marketing consultancy firm, offering its clients a range of unique entertaining, hospitality and marketing services.

Ash Cooper has 20 years of highly successful experience as an accomplished business development and relationship builder within the global financial markets sector. He is currently the co founder of Jelly C, a cutting edge digital assets company. jellyc.io Host - Nigel Baker Producer - Andrew O'Brien

Scott Aggett is Australia’s leading property negotiator and founder of Hello Haus, a busines revolutionising the Australian property buying experience. Leveraging his 30 years of experience, including 3,500+ property transactions across three continents, Scott’s expertise helps clients buy homes faster and at the most competitive prices. https://hellohaus.co/ Host - Nigel Baker Producer - Andrew O'Brien

With over 25 years experience in the financial sector Anthony is currently Deputy Head of Equities for Perpetual. Prior to joining Perpetual, he worked at Ellerston Capital for six years, where he was the Portfolio Manager for the Ellerston Capital Global Equity Management Fund for. Before Ellerston Capital, Anthony worked as an Analyst at UBS Investment Bank for 8 years. SPOTIFY: https://spotifyanchor-web.app.link/e/hUFZfrbuPLb APPLE: https://podcasts.apple.com/au/podcast/money-never-%24leeps-a-new-podcast-by-nigel-baker/id1601730305 Host - Nigel Baker Producer - Andrew O'Brien

Stirling Mortlock AM is a Founding Partner of XV Capital Advisory, a sports advisory and investment firm that invests in global sports innovation. A world renowned representative rugby player, he represented the Australian Wallabies, the ACT Brumbies and the Melbourne Rebels captaining all teams during his inspirational rugby career. www.xvcapitaladvisory.com https://spotifyanchor-web.app.link/e/uT8YvT3sPLb Producer: Andrew O'Brien

The trailer for Money Never Sleeps, a new podcast By Nigel Baker. Presented by Scientiam.com.au

In today's show, we talk about Sustainable Investing In recent years lots of new Sustainable investing products have hit the market. How do you know which one is right for you? How do you know if the investments are actually sustainable? Some funds have been caught out for "greenwashing" and consequently fined and closed. In this episode, we discuss sustainable investing, how to assess whether the fund aligns with your values and what to think about when implementing We hope this is a helpful episode and would love your feedback. Contact me via email [email protected] or leave a review ! We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at [email protected] Visit the Scientiam website: ⁠⁠⁠⁠⁠⁠⁠⁠https://scientiam.com.au/⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Nigel on LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠https://au.linkedin.com/in/nigel-baker-b25662 ⁠⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Linkedin: ⁠⁠⁠⁠⁠⁠⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/fullscientiam ⁠⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/scientiam/⁠⁠⁠⁠⁠⁠⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly Zoom classes on all things super - simply register on our website All information in these podcasts is general information and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years of experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453

In this special episode of the ifa show, Nigel is interviewed on the Independant financial adviser or IFA show Australia. IFA a host Keith Ford chats to Nigel Baker, CEO and founder of Scientiam, a pioneering company in the financial advice industry. Mr Baker shares his journey, from working in renowned accounting firms to establishing his own independent practice, Arch Capital. The pair delve into the challenges and opportunities faced by the advice industry, particularly in providing accessible and efficient advice to a broader market. Mr Baker unveils Scientiam’s innovative approach to addressing these challenges by leveraging technology to create a seamless client experience, while also touching on the future of financial advice and exploring how the industry can adapt to changing client needs and expectations. Moreover, Mr Baker emphasises the importance of separating advice from product recommendations and enabling clients to make informed decisions based on their unique circumstances. We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at [email protected] Visit the Scientiam website: ⁠⁠⁠⁠⁠⁠⁠⁠https://scientiam.com.au/⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Nigel on LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠https://au.linkedin.com/in/nigel-baker-b25662 ⁠⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Linkedin: ⁠⁠⁠⁠⁠⁠⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/fullscientiam ⁠⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/scientiam/⁠⁠⁠⁠⁠⁠⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly Zoom classes on all things super - simply register on our website All information in these podcasts is general information and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years of experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453

In today's show, we talk about returns , a key superannuation strategy and an awesome business process we have been using called EOS. Hope you enjoy this episode and if you do can we ask you a favour to provide a like or a review. We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at [email protected] Visit the Scientiam website: ⁠⁠⁠⁠⁠⁠⁠⁠https://scientiam.com.au/⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Nigel on LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠https://au.linkedin.com/in/nigel-baker-b25662 ⁠⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Linkedin: ⁠⁠⁠⁠⁠⁠⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/fullscientiam ⁠⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/scientiam/⁠⁠⁠⁠⁠⁠⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly Zoom classes on all things super - simply register on our website All information in these podcasts is general information and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years of experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453

In today's show, we talk about the returns for the previous financial year and what investors should look for when they receive their 30 June superannuation reports. We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at [email protected] Visit the Scientiam website: ⁠⁠⁠⁠⁠⁠⁠https://scientiam.com.au/⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Follow Nigel on LinkedIn: ⁠⁠⁠⁠⁠⁠⁠https://au.linkedin.com/in/nigel-baker-b25662 ⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Linkedin: ⁠⁠⁠⁠⁠⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Facebook: ⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/fullscientiam ⁠⁠⁠⁠⁠⁠⁠ Follow Scientiam on Instagram: ⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/scientiam/⁠⁠⁠⁠⁠⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly Zoom classes on all things super - simply register on our website All information in these podcasts is general information and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years of experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453

In today's show, we look at where people are consuming information about investing in today's world. The ASX released a very informative report this week and some of the findings may astonish you if you are running an advice business. Unless you are starting to offer a way to engage these investors ( and they are not all young) with digital tools like video and the ability to research at their own speed and in their own time, you may miss out on and become irrelevant...sooner than you think! So listen in and find out how to build these services into your proposition. We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at [email protected] Visit the Scientiam website: ⁠⁠⁠⁠⁠⁠https://scientiam.com.au/ ⁠⁠⁠⁠⁠⁠Follow Nigel on LinkedIn: ⁠⁠⁠⁠⁠⁠https://au.linkedin.com/in/nigel-baker-b25662 ⁠⁠⁠⁠⁠⁠ Follow Scientiam on Linkedin: ⁠⁠⁠⁠⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠⁠⁠⁠⁠ Follow Scientiam on Facebook: ⁠⁠⁠⁠⁠⁠https://www.facebook.com/fullscientiam ⁠⁠⁠⁠⁠⁠ Follow Scientiam on Instagram: ⁠⁠⁠⁠⁠⁠https://www.instagram.com/scientiam/⁠⁠⁠⁠⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly Zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years of experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453

In today's show, we talk about what to do before the end of the financial year. We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at [email protected] Visit the Scientiam website: ⁠⁠⁠⁠⁠https://scientiam.com.au/⁠⁠⁠⁠⁠Follow Nigel on LinkedIn: ⁠⁠⁠⁠⁠https://au.linkedin.com/in/nigel-baker-b25662 ⁠⁠⁠⁠⁠Follow Scientiam on Linkedin: ⁠⁠⁠⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠⁠⁠⁠Follow Scientiam on Facebook: ⁠⁠⁠⁠⁠https://www.facebook.com/fullscientiam ⁠⁠⁠⁠⁠Follow Scientiam on Instagram: ⁠⁠⁠⁠⁠https://www.instagram.com/scientiam/⁠⁠⁠⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly Zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years of experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453

In today's show, we interview Nathan Krieger the co-head of client group Australia for Dimensional Fund Advisers. Dimensional is one of the largest and I believe most interesting fund managers in the world. Having started in 1981 they now have over $900bn under advice and offices all around the world. They have a strong belief in research and bringing these ideas to you and implementing them in a very efficient and robust manner. What I have found just as interesting as their long-term performance is their business model and how they have stayed true to their values and beliefs over a very long period. They are passionate about getting the best outcomes from capital markets for the end investor. I'm sure you will enjoy this episode. More information on Dimensional can be found at Dimensional.com.au We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at [email protected] Visit the Scientiam website: ⁠⁠⁠⁠https://scientiam.com.au/⁠⁠⁠⁠Follow Nigel on LinkedIn: ⁠⁠⁠⁠https://au.linkedin.com/in/nigel-baker-b25662 ⁠⁠⁠⁠Follow Scientiam on Linkedin: ⁠⁠⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠⁠⁠Follow Scientiam on Facebook: ⁠⁠⁠⁠https://www.facebook.com/fullscientiam ⁠⁠⁠⁠Follow Scientiam on Instagram: ⁠⁠⁠⁠https://www.instagram.com/scientiam/⁠⁠⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly Zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years of experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453

In this episode, we jump into the topic of running a successful business, the journey, ups and downs and how to use a world-class structure to get the best results for your team, clients and stakeholders. The advice and superannuation industry has faced significant overhauls in the last decade, making running a business in this sector incredibly challenging. So we thought it was time for our audience, many who run advice-related businesses in superannuation, to hear some insights from EOS and Cam Ogilvie to hear about a way to get amazing traction and flow in your business so that you can survive and thrive in these volatile times. #EOS #businessstrategy #success check out : Resources - EOS Worldwide and contact Cam at Cameron OgilvieProfessional EOS Implementer® at EOS Worldwide M  0416 256 273 ­E [email protected] ­W www.EOSworldwide.com/ ­ We interview Cam Ogilvie, who shares his story of running a family business and then selling that and moving into a consultant with EOS, the entrepreneur operating system you really need to know about! Contact us at Scientiam.com.au , like and share or podcast or email me [email protected] We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at [email protected] Visit the Scientiam website: ⁠⁠⁠https://scientiam.com.au/⁠⁠⁠Follow Nigel on LinkedIn: ⁠⁠⁠https://au.linkedin.com/in/nigel-baker-b25662 ⁠⁠⁠Follow Scientiam on Linkedin: ⁠⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠⁠Follow Scientiam on Facebook: ⁠⁠⁠https://www.facebook.com/fullscientiam ⁠⁠⁠Follow Scientiam on Instagram: ⁠⁠⁠https://www.instagram.com/scientiam/⁠⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453

In this episode we talk about all the bad news out there - and consider whether the world is actually getting worse or better, and how this relates to your super we also talk about - Making sure your super is safe - How to avoid scams - Some investment principles Contact us at Scientiam.com.au , like and share or podcast or email me [email protected] We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at [email protected] Visit the Scientiam website: ⁠⁠https://scientiam.com.au/⁠⁠Follow Nigel on LinkedIn: ⁠⁠https://au.linkedin.com/in/nigel-baker-b25662 ⁠⁠Follow Scientiam on Linkedin: ⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠Follow Scientiam on Facebook: ⁠⁠https://www.facebook.com/fullscientiam ⁠⁠Follow Scientiam on Instagram: ⁠⁠https://www.instagram.com/scientiam/⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453

In this episode of Understanding your Superannuation , we talk to Scott Aggett from HelloHaus.co. I have known Scott for 25 years and am excited to interview him today as we share knowledge about property with one of Australia's leading property experts check out Hellohaus.co for more information! About Us | Hello Haus We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at [email protected] Visit the Scientiam website: ⁠⁠⁠https://scientiam.com.au/⁠⁠⁠Follow Nigel on LinkedIn: ⁠⁠⁠https://au.linkedin.com/in/nigel-baker-b25662 ⁠⁠⁠Follow Scientiam on Linkedin: ⁠⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠⁠Follow Scientiam on Facebook: ⁠⁠⁠https://www.facebook.com/fullscientiam ⁠⁠⁠Follow Scientiam on Instagram: ⁠⁠⁠https://www.instagram.com/scientiam/⁠⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453

In this episode of Understanding your superannuation, we talk about 5 key topics with our guest Aimie Roberts. Education Access to advice Costs Online experience How is Scientiam used? We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at [email protected] Visit the Scientiam website: ⁠⁠https://scientiam.com.au/⁠⁠Follow Nigel on LinkedIn: ⁠⁠https://au.linkedin.com/in/nigel-baker-b25662 ⁠⁠Follow Scientiam on Linkedin: ⁠⁠https://au.linkedin.com/company/scientiam-investment ⁠⁠Follow Scientiam on Facebook: ⁠⁠https://www.facebook.com/fullscientiam ⁠⁠Follow Scientiam on Instagram: ⁠⁠https://www.instagram.com/scientiam/⁠⁠ Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453

In todays episode Nigel discusses the US Banking collapse and implications,  ETF's and performance data We would love to hear from more of our listeners - please comment/like. subscribe and share or email me [email protected]  Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453

In today's episode, we talk with Danielle Manion, a solicitor with Stuart Latham Solicitors The topics we discuss are  - death benefits in super  - the different types of nominations  - what happens if you won't make a nomination  - estate planning and wills  - collaborative estate planning You can find out more here  STUART LATHAM SOLICITORS Phone: (02) 9918-3222  All information in these podcasts is general in nature and not personal advice. Visit the Scientiam website: https://scientiam.com.au/  Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662   Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment   Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam   Follow Scientiam on Instagram: https://www.instagram.com/scientiam/   Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au   You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice.  Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453 Infirmation on our guest today: Danielle Manion Solicitor, Stuart Latham Solicitors, Avalon Specialising in Wills & Estates and Estate Planning Master of Applied Law (Majoring in Wills & Estates and Estate Planning) Collaborative Trained Lawyer in Wills & Estates and Estate Planning [email protected] 02 9918 3222 Stuart Latham Business Law, Property Law, Wills & Estates and Estate Planning Principal of Stuart Latham Solicitors, Avalon [email protected] 02 9918 3222

 In this episode we talk about the superannuation tax system and consider if all the current taxes are more than enough ! So why the new taxes announced this week ? Visit the Scientiam website: https://scientiam.com.au/ Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662  Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment  Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam  Follow Scientiam on Instagram: https://www.instagram.com/scientiam/  Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453

In this episode we look at the start of the new "super wars".  The Labor Government is looking at legislating exactly what super is , and is also framing up the conversation to make reforms to the current system, taxes and rules.  This will be fascinating, so watch this space! Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453

In this week's podcast, we run through the Quality of Advice Review. The Purpose of the review is "to ensure Australians have access to high quality, accessible and affordable financial advice" So it's important to understand what this all means for your super! Overall if legislated, these reviews look good for you as a superannuation investor. Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453

In this episode we talk about costs. What are the costs involved with super. What should you be paying and what do the typical funds cost to run?  Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453

In This episode of our series Understanding Your Superannuation, we discuss performance returns and explain the key principles to consider when understanding your super fund's performance. What should you expect as a return? Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453

In this episode of our series " Understanding your Superannuation" ,  In this episode, we talk about planning for 2023... it can be daunting so we break it down into a few simple steps to get your finances humming for 2023! Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice. Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years experience advising private clients. He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au We  hold our own Australian Financial Services Licence AFSL 23453

In this episode of our series " Understanding your Superannuation" , we look at the new year stock predictions and go through some steps to work out whether this is a smart approach to manage superannuation money. Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Thanks for listening, we would love your feedback and please hit like and subscribe  Want more content on super, visit scientiam.com.au  You can also attend our weekly zoom classes on all things super - simply register on our website All information in these podcasts is general and not personal advice.  Nigel Baker is a Chartered Accountant, Certified Financial Planner, tax agent, and registered financial adviser in Australia.  He has over 20 years experience advising private clients.  He is the author of " The Super Secret" published in 2021. For a free copy of our book " The Super Secret", contact us via the website. You can find out more at our website www.scientiam.com.au  We  hold our own Australian Financial Services Licence AFSL 23453  

Theme – understanding your super so you can retire comfortably This podcast is all about super and giving you the knowledge to do better. We also run a weekly zoom class that you can attend for free and ask questions about this podcast topic of anything super, and of course its recorded for Scientiam members Simply email me [email protected]  and will send you the details Or go to scientiam.ccom.au and register there Before I go on I need to give you the legal bits – all content in this podcast by me and aby guests are general in nature, we don’t know your personal situation so cannot give you personal advice, so if you require personal advice seek out an independent adviswer or message us ad we can provide a  few names in your local area

Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, Josh and Nic share their insights on being financial advisers for over two and a half years. They also share their experiences on how they helped their clients during and after the pandemic, how their clients survive in today's market, how they keep their investment philosophy in check, and more.So, make sure to tune in to this episode of The Future Financial Adviser Podcast!If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform.Episode Timestamps:00:00 - Intro03:18 - Looking Back at Industry Experience This Year05:23 - Pre-Meeting Thoughts and Experience07:09 - How Clients Survived Today's Market09:12 - Clients' Successes and Failures11:55 - What Advisors Failed to Notice13:58 - Investment Philosophy17:31 - Final Messages19:30 - OutroAbout Our HostNigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people.Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation, it is hard to help everyone and not everyone needs comprehensive advice.In his private client business, Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam.Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial  Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families.Connect with Nigel:Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/Thanks for listening, we would love your feedback and please hit like and subscribeWant more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website

Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we speak with Chris Holcombe, compliance Manager for Compliance FP with over 20 years of experience working in financial services, assisting advisers and dealer groups in navigating all things compliance. He shares his backstory, the current key issues in the financial industry, and his thoughts on Michelle Levy's Quality of Advice Review Proposal Paper. He also talks about retail and wholesale financial advice, main compliance concerns, using technology to improve client servicing, and his best tips for financial planners in the industry. So, make sure to tune in to this episode of The Future Financial Adviser Podcast!If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform.Episode Timestamps:00:00 - Intro01:16 - Chris' Backstory02:13 - Key Issues in the Financial Industry Now05:36 - Proposals from Quality Advice Review09:46 - Wholesale and Retail Advice11:12 - Intra-fund Advice13:24 - More Businesses are Using Technology Today15:35 - Lack of Advisers and the Future of the Industry16:59 - Regulation Changes19:26 - Best Tips and Practices from Chris20:37 - Final Messages23:34 - OutroAbout Our HostNigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people.Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation, it is hard to help everyone and not everyone needs comprehensive advice.In his private client business, Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam.Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial  Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families.Connect with Nigel:Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Connect with Chris:Visit thThanks for listening, we would love your feedback and please hit like and subscribeWant more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on

Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In this episode, Dr Steve Garth and I conduct a quarterly market review for the third quarter of 2022. We provide an update on recent market activity in Australian and international markets. So, make sure to tune in to this episode of The Future Financial Adviser Podcast!If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform.Episode Timestamps:00:00 - Intro01:17 - Updates in the Australian Markets02:16 - Updates in International Markets03:29 - How to Time your Markets04:40 - Final Messages04:56 - OutroAbout Our HostNigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people.Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation it is hard to help everyone and not everyone needs comprehensive advice.In his private client business Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam.Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial  Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families.Connect with Nigel:Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Connect with Dr Steve Garth:Follow Dr Steve Garth on LinkedIn: https://au.linkedin.com/in/dr-steve-garth-5619267  Visit Principia Investment Consultants: https://www.principiaic.com.au/ Thanks for listening, we would love your feedback and please hit like and subscribeWant more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website

Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we speak with Tom Buckley, Managing Director of Managed IT services company All IT. He shares his thoughts on the recent cybersecurity issues, what happens if your server gets hacked, the most important things businesses should look out for to tighten their cybersecurity, and some data protection fundamentals everyone, including financial advisers, needs to be aware of. So, make sure to tune in to this episode of The Future Financial Adviser Podcast!If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform.Episode Timestamps:00:00 - Intro01:08 - Tom Buckley's Backstory02:23 - The Whole New World for the IT Industry05:43 - 3 Risky Data Areas08:22 - 3 Business Data Security Must-Haves12:16 - Boosting Business Security15:21 - Small Businesses Need Data Security20:41 - Clients should know their data's location22:58 - Data protection fundamentals27:53 - Proactiveness is a Must29:07 - Final Comments and Messages29:52 - OutroAbout Our HostNigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people.Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation, it is hard to help everyone and not everyone needs comprehensive advice.In his private client business, Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam.Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial  Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families.Connect with Nigel:Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Connect with Tom:Reach out to Tom at 02 8077 1095 or [email protected] Tom on LinkedIn: linkedin.com/in/spurbuckThanks for listening, we would love your feedback and please hit like and subscribeWant more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website

Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we speak with John Hazell, Managing Director and Principal Partner at Richmond Partners. He shares his background story, how he utilises technology to enhance the client experience, and some key issues in the industry today. He also talks about the major challenges people have regarding financial advice and what John would change in the financial sector.    So, make sure to tune in to this episode of The Future Financial Adviser Podcast!If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform.Episode Timestamps:00:00 - Intro02:34 - John's Background and How He Got into the Industry05:33 - Key Issues in the Industry Today09:53 - The Idea of Good Advice11:17 - How John Utilises Technology to Enhance the Client Experience14:14 - The Industry's Struggle to Compile All of the Data17:15 - Looking Ahead in the Field and Making a Difference19:33 - The Best Way to Get Good Advice20:57 - What Should Be Changed in the Industry?22:22 - OutroAbout Our Host:Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people.Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation, it is hard to help everyone and not everyone needs comprehensive advice.In his private client business, Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam.Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial  Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families.Connect with Nigel:Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/Thanks for listening, we would love your feedback and please hit like and subscribeWant more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website

Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, I discuss some important key points from Michelle Levy's Quality of Advice Review Proposal Paper and how these things will impact both clients and advisers. Some topics I talk about are best interest duty being replaced by good advice duty, using technology to access quality advice, general advice being gone, and so much more.So, make sure to tune in to this episode of The Future Financial Adviser Podcast!If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform.Episode Timestamps:00:00 - Intro02:14 - Today's Financial Review03:43 - Look for an Accountant Who Works with Businesses and Accounts04:41 - Good Advice Duty06:41 - General Advice Gone08:09 - Using Technology to Access Good Quality Advice10:16 - The Treasury Quality Advice Review11:51 - Summarisation12:17 - OutroAbout Our HostNigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people.Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation, it is hard to help everyone and not everyone needs comprehensive advice.In his private client business, Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam.Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial  Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families.Connect with Nigel:Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/Thanks for listening, we would love your feedback and please hit like and subscribeWant more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website

Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we speak with Colin Weir, CEO and Founder of Moroku. He shares with us his journey working with big banks and businesses, his insights on why some financial advisers fear technology, how to use technology to provide more value and support to your clients, and his thoughts on where technology is going moving forward. So, make sure to tune in to this episode of The Future Financial Adviser Podcast!If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform.Episode Timestamps:00:00 - Intro02:04 - Colin Weir's Backstory03:51 - Colin Weir’s Cycled Across Australia05:51 - People or Businesses that Colin Weir Helped12:41 - Why Financial Advisers Fear Technology14:39 - Technology is Not Limited to the Youngsters18:08 - Nigel's Powerful Tools for His Clients19:50 - What is the Future of Technology?25:59 - Conclusions and Final Advice29:59 - OutroAbout Our HostNigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people.Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation it is hard to help everyone and not everyone needs comprehensive advice.In his private client business Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam.Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial  Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families.Connect with Nigel:Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/Thanks for listening, we would love your feedback and please hit like and subscribeWant more content on super, visit scientiam.com.au You can also attend our weekly zoom classes on all things super - simply register on our website