The Healthy Wealthy and Happy Podcast

Directors Marshall and Jeff explore the complexities of intergenerational wealth transfer and how families can successfully navigate this important transition. They discuss the biggest challenges families face when passing down wealth and how financial advisers can provide guidance.

Jeff is joined by Insurance Specialist Paul Luu to break down the essentials of Total and Permanent Disability (TPD) insurance. Whether you’re unsure if you have enough cover or just want to better understand your options, this episode will provide clarity on how TPD insurance can safeguard your financial future

Jeff is joined by Mortgage Broker Kristi to demystify the role of a mortgage broker and how they can help you navigate the home loan process. Tune in to discover the benefits of working with a mortgage broker.

Jeff is joined by Senior Financial Adviser Melody and an Associate Adviser, Amber to explore the emotional and financial complexities of receiving an inheritance. Often received during a time of grief, an inheritance carries an emotional weight that can make decision-making overwhelming.

Join host Jeff Thurecht, along with Financial Adviser Virginia and Senior Financial Adviser Melody, as they share invaluable insights into creating a fulfilling and successful retirement.

Jeff is joined by financial adviser Ashleigh Steeles to explore the world of sustainable investing. They dive into what sustainable investing really means, and what individuals should consider before incorporating it into their portfolios.

Directors Jeff and Marshall share expert advice on how to prepare financially for retirement, especially in the critical five years before you stop working or sell your business.

Jeff is joined by Insurance Specialist, Paul as they dive into the essentials of life insurance, addressing some of the most common questions asked by our financial advice clients.