Nathan Fradley

Nathan Fradley, a leading independent financial advisor in Australia, shares his expert insights on finding a financial advisor in today's shrinking market. He discusses the dramatic drop in available advisors, the potential role of big superannuation firms, and the importance of unbiased advice. The conversation highlights the challenges of navigating debt recycling, capital gains tax during retirement, and the necessity for better training in the financial sector. Fradley emphasizes aligning values for productive advisory meetings in a rapidly changing economic landscape.

In this discussion, financial adviser Nathan Fradley offers insights on the challenging circumstances of Anne, a 69-year-old retiree affected by elder financial abuse. He explores her dilemma of whether to rent or buy a home, considering retirement village options and granny flats. Nathan highlights the importance of a financial plan that aligns with Anne's lifestyle and needs, and examines the implications each choice has for her long-term financial security and care costs. The conversation balances emotional and logistical factors, emphasizing thoughtful decision-making.