Welcome to ‘Conversations on Wealth’ — a podcast series that explores financial complexities and modern strategies for the discerning investor. Brought to you by ROPAN Financial Services founders and advisors Jason Panozzo-Tile and Rodney Gilham, who share their cumulative years of experience helping people of all ages as they seek financial independence.
In this podcast, we welcome ROPAN advisor Nick Cullis as fill-in for Jason – who is off travelling on some well deserved rest – sitting alongside ROPAN co-founder Rodney Gilham.
Rodney discusses how busy he is as a financial planner as the financial year comes to a close. As we approach June 30, it becomes a particularly hectic time for the advisors at ROPAN — but why?
We’ll explore the various tasks that ensure the best outcomes for clients at this time of year, such as contributions to super, minimizing pension penalties, managing complexities around self-managed super funds, and planning complicated property transactions that need to be executed in a specific manner.
We discuss how planners work effectively with accountants and how advancements in technology have reduced the time spent on compliance, allowing more time to provide better advice.
We ask: Is the market more sophisticated than it used to be? Do strategies now require a deeper level of planning and advice because of this?
As EOFY fast approaches, we pose the question: Do you have all the advice you need? Rodney’s passion shines through in this episode, highlighting the complexities of proper financial planning. What better time to book a consultation, explore your position, and get the right advice?
The land of financial advice, with lots of shamans and opinions can be hard to navigate. For some trustworthy, open, experience dialogue and debate, tune into future episodes of ‘Conversations on Wealth’ with host John, and advisors Rodney and Jason to educate yourself and make some informed decisions for your and your families financial wellbeing. Don’t forget also, if you’d like to discuss any of these topics with further, feel free to contact Rodney or Jason direct through their website, http://ropan.com.au
Disclaimer: Discussions within this podcast are of a general nature and do not constitute personal financial and investment advice. It is of critical importance to seek your own independent professional advice before making any investment decisions appropriate to your personal financial needs, situation and objectives.
