Listen "S2E15 Retirement Villages"
Episode Synopsis
This week's episode sees independent financial advisers Nathan Fradley and Jordan Vaka unpacking another very niche, very specific topic for their fellow financial advisers - retirement villages. Not Aged Care facilities, which are different again. But rather the over 55s, 'lifestyle', retirement villages becoming more and more popular with our on-the-cusp-of-retiring clients. They unpack: the drivers behind this increase in popularity some definitions and distinctions the tips and traps financial advisers should be aware of when speaking with clients and, yet again, the opportunity this kind of advice affords advisers to get out there and build their professional network with excellent, ancillary advisers like lawyers and conveyancers. As always, you can reach them both via email: Nathan - [email protected] Jordan - [email protected] Both Nathan and Jordan are authorised representatives of PlanningSolo Licensing, AFSL No. 526143.
More episodes of the podcast Challenge the Standard in Financial Advice
S6E19 The Investment Dilemma
06/11/2025
S6E18 Ethics of CPD with Clayton Daniel
30/10/2025
S6E17 Referrals
23/10/2025
S6E16 Expectations
16/10/2025
S6E15 First Meetings
09/10/2025
S6E13 Private Assets
25/09/2025
S6E12 Roll for Niche
18/09/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.