OTG Capital - Blog #FASEAOTG Capital - Blog #FASEAhttps://www.otgcapital.com.au/blogs/tag/faseaFri, 01 May 2026 00:27:49 +1000http://zoho.com/sites/<![CDATA[Summer #5 - Dollars & Making Sense 17 Jan 2023]]>https://www.otgcapital.com.au/blogs/post/summer-5-dollars-making-sense-10-jan-2023_copySummer series #5 we go back and visit Adviser Mental Health and Bonds with Liz Moran. Dollars & Making Sense, a weekly show about finance, money & investing on Radio Northern Beaches]]>
Summer Series

We're taking a break over the summer holidays and rebroadcasting some our previous shows.  In this episode, we revisit Philippa Hunt's interview on Financial Advisers and their Mental Health broadcast on 10 May 22, and then move on to Liz Moran and her interview about Bonds broadcast on 17 May 2022.   To listen to these recordings, go to the links earmarked on the links, and have a great holiday from all of us at OTG Capital!


Dollars & Making Sense a weekly program about money, finance and investing.

@FMRNB

@Radio Northern Beaches


]]>Tue, 17 Jan 2023 09:00:00 +1100<![CDATA[2022 the year that was - Dollars & Making Sense 6 Dec 2022]]>https://www.otgcapital.com.au/blogs/post/2022-the-year-that-wasPhil & Philippa join me in a 2022 retrospective as we look back on the subjects that generated the most interest and debate in the investing community. Dollars & making sense a weekly show about money & finance]]>
2022 the year that was

We're joined by my regular collaborators this week for our final get together before the silly season gets into full swing.  Phil Osborne and Philippa Hunt discuss the most important issues they've been grappling with 2022 and the potential for 2023 for your money, finance and investing options.


Dollars & Making Sense a weekly program about money, finance and investing.

@FMRNB

@Radio Northern Beaches


]]>Mon, 05 Dec 2022 17:48:13 +1100<![CDATA[FASEA Report - Dollars & Making Sense - 31 May 2022]]>https://www.otgcapital.com.au/blogs/post/FASEA-Survey-Reportthe advice industry was recently survey to gauge the state of their mental health, we discuss the outcomes given we have a new government]]>
Buy now, pay later, not all that it is cracked up to be

We catch up with Wise Girls Money's Phillipa Hunt and discuss her recently completed mental health survey* of the Advice community.  Sobering reading and the output will be shortly presented to the incoming Fin Svcs Minister, Stephen Jones as part of a new Albanese Labor government.

Will the advice industry get lost in the noise?  So listen in and find out why FPs are invaluable on Dollars & Making Sense.


@RNB

@Radio Northern Beaches

* 900 participants

]]>Tue, 31 May 2022 00:34:54 +1000<![CDATA[FASEA Survey - Dollars & Making Sense - 10 May 2022]]>https://www.otgcapital.com.au/blogs/post/fasea-surveythe advice industry was recently survey to gauge the state of their mental health, we discuss the outcomes]]>
Buy now, pay later, not all that it is cracked up to be

Wise Girls Money's Phillipa Hunt has recently completed a mental health survey* of the Advice community and it makes for fascinating, if not very concerning reading, particularly as we complete this current election cycle.

Will the advice industry get lost in the noise?  After last weekend's debacle of a "leaders debate", highly likely so listen in and find out why FPs are invaluable on Dollars & Making Sense.


@RNB

@Radio Northern Beaches

* 900 participants

]]>Mon, 09 May 2022 19:07:26 +1000<![CDATA[Endangered Advisers - Dollars & Making Sense - 5 April 2022]]>https://www.otgcapital.com.au/blogs/post/endangered-advisersFinancial advisers are an endangered species and in the run up to the Federal Election, AIOFP head, Peter Johnston explains why]]>
Elderly women are increasingly taking on estate planning burden

Financial advisers are an endangered species and the current government has done little to allay their fears nor abate their decline in membership and spiraling costs.  Why should you care?  Because having access to value for money advice will become increasingly important as we retire with more funds than ever before thanks to Keating's superannuation reforms.  Listen in as we chat to Peter Johnston, Exec Director at the Assoc of Independently Owned Financial Professionals (AIOFP).


Take the opportunity to listen to the experts on Dollars & Making Sense.


@RNB

@Radio Northern Beaches

]]>Tue, 05 Apr 2022 09:00:00 +1000<![CDATA[Ethics & FASEA - Dollars & Making Sense - 12 Oct 2021]]>https://www.otgcapital.com.au/blogs/post/ethicslet's talk about Ethics and FASEA and the impact on the financial services industry]]>

This week, we're joined by Phil Osborne from Philborne Consulting in discussing Ethics and FASEA - another one of our favorite TLAs (in fact a 5 letter acronym!).

Are Ethics still considered and are they important?  We recently talked about ESG investing, the "E" standing for Ethical, but is it all its cracked up to be, and can we trust the Financial Services Industry to be ethical?  All this and more about FASEA and why it's important to your long term financial health.

Join Ray & Phil this week on Radio Northern Beaches, or your favorite podcast platform.

@RNB

@Radio Northern Beaches

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