
Between Meetings with Matt Heine
In this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their insights on a wide range of topics in relation to the delivery of advice and financial services.
Latest episodes

Mar 9, 2020 • 49min
Ep 29: Industry trends financial advisers should know - Andrew Inwood
Discover the current trends shaping the advice landscape from Andrew Inwood, principal of CoreData, as he shares his team's latest research. Andrew discusses what advisers should be doing to succeed in this changing environment, how industry funds are trying to better understand their customers, the needs of high net worth individuals, and learnings from the UK and US advice experience.

Feb 3, 2020 • 45min
Ep 28: The future of portfolio construction - Charlie Haynes
It's never been more important for financial advisers to have a clear and quality investment philosophy for their clients. Charlie Haynes, CEO of Lonsec, discusses how managed accounts and investment research is evolving, and the portfolio construction benefits they're bringing to advisers and investors.

Dec 27, 2019 • 48min
Ep 27: Lessons in leadership, management and family advisory - David Smorgon OAM
David Smorgon OAM, CEO of Pointmade, shares his learnings in leadership, values and family business succession from his journey with Smorgon Consolidated Industries, his experiences with family-owned companies and saving the Western Bulldogs football club.

Nov 18, 2019 • 36min
Ep 26: Hiring the next generation of advisers - Alisdair Barr
Make your next hire a good one by learning what to look for in the next generation of aspiring advisers from Alisdair Barr, founder of Striver, a recruitment service that links advice firms with quality university graduates. Also explore the small business lessons he's learnt during his diverse career in the industry, as he takes us through his journey that begins as a paraplanner and includes working for a major bank to starting his own business.

Oct 8, 2019 • 37min
Ep 25: How advice documents are evolving with AI and lessons from a successful entrepreneur - Joel Robbie
Discover how financial advice documents are evolving with AdviceTech such as Artificial Intelligence (AI) and machine learning from Joel Robbie, CEO and founder of Nod. He also discusses his start-up journey, and the key lessons learnt along the way, as well and the impact he believes robo-advice will have on the industry and advisers.

Aug 28, 2019 • 43min
Ep 24: How to articulate your value effectively - Kim Payne
To succeed in any business you need to clearly and succinctly articulate the reasons clients should engage your services or invest in the products you recommend. Kim Payne, managing director of 9rok, discusses how to effectively communicate the value you provide and she shares marketing strategies to get this message heard.

Aug 5, 2019 • 37min
Ep 23: Starting your own business - Paul Heath
After rising to CEO of JBWere, Paul Heath, Co-Founder CEO of Koda Capital, made the decision leave and start his own business from scratch. In this episode Paul shares his motivation for co-founding Koda Capital and the lessons he learnt during his career in financial advice that helped to make it a success.

Jun 18, 2019 • 33min
Ep 22: Communicating effectively with clients - Scott West
Find out why the words that you use matter as Scott West, head of Invesco Consulting, joins the show to share simple communication tips that can enhance the relationships with your clients.

May 29, 2019 • 36min
Ep 21: The future of ESG and impact investing - Richard Brandweiner
With responsible investing continuing to rise in popularity and importance among investors, Richard Brandweiner - CEO of Pendal Australia, joins Matt to discuss the impact it is having on the investing landscape.

May 15, 2019 • 34min
Ep 20: Bringing private equity to investors - Russell Pillemer
Learn the benefits of private equity and how it is becoming more accessible for investors with Russell Pillemer, CEO of Pengana Capital. Russell also shares his experiences from working in New York to founding and growing his funds management group into a success, and what it was like partnering with former Prime Minister Malcolm Turnbull.