Join our hosts, Jay and Ben, as they sit down with special guest Jonathan Tulub from Investsense for an enlightening panel discussion on the intricacies of the financial services industry. Our experts share their wealth of experience and insights, highlighting the importance of a clear investment philosophy, building strong client relationships, and staying ahead of technological advancements.
In this episode, we explore the significant advantages of Separately Managed Accounts (SMAs) for both clients and financial advisors, including tax benefits and direct asset ownership. The panel emphasizes the critical role of transparency, communication, and mutual understanding between investment committees, advisors, and clients, ensuring long-term success through effective valuation and diversification strategies.
Jonathan shares his personal journey in the investment world, from studying and working across the globe to establishing a successful career in Australia. He discusses his collaborative approach to investment decisions, maintaining alignment with client needs, and the structured process of implementing decisions through investment committees.
Discover the benefits of SMAs, the importance of transparent and effective communication, and the need for a forward-looking investment philosophy. Learn how to navigate the complexities of the financial services industry with insights on risk management, valuation methodologies, and the discipline required for successful long-term investing.
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If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676
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PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.
Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.
