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Each week Chris and Alex discuss a range of topics that relate to the investing and finance industry. As tech savvy advisers in a changing world, we will explore what's topical currently as well as longer term established themes.

Chris and Alex take a lighthearted approach to educating listeners, and occasionally stray into the world of the weird and wonderful.

You can find us on Twitter @AlexHont and @planwealth or find out more information about us at www.moranfp.com.au.

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The information in this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Please feel free to get in contact with us if you would like to discuss any of the information contained in this podcast.

Oct 22, 2019

We are back with Lav Chhabra of Perpetuity Legal for part 2 of our estate planning special on the #mastersoffinace podcast. The first time around we covered some of the really important points and roles of a will but in this episode we have a look at some of the more complex situations.

 

Are you part of a blended...


Oct 8, 2019

Some new legislation that has recently come into effect allows people some extra flexibility to convert one of their most valuable assets, their home, into additional capital for tax free retirement income. In this episode we go through the new Downsizing rules and talk about how this can help you improve your quality...