01Planned episodeWhen the family portfolio is mostly propertyA property investor, an adviser and a CA examine concentration without dismissing lived experience.Audio · Full transcript · Guest profile · Sources · Key takeaways
02Planned episodeThe money conversation before marriageOwnership, shared goals, parents, career possibilities and decision rights.Audio · Full transcript · Guest profile · Sources · Key takeaways
03Planned episodeA founder’s business is not the family’s entire retirement planCapital, guarantees, promoter risk, liquidity and succession.Audio · Full transcript · Guest profile · Sources · Key takeaways
04Planned episodeWhat retirement changes for a government familyPension, health, spouse protection, inflation and the next chapter of life.Audio · Full transcript · Guest profile · Sources · Key takeaways
05Planned episodeWhat CAs wish investment advisers understoodA practical conversation about roles, consent and joint client decisions.Audio · Full transcript · Guest profile · Sources · Key takeaways