Our recent episode on collaborating with other advisers - 'Playing Well With Others' - is one we're really proud of. And in that episode, Nathan and Jordan both mention the eye-opening experience of working with one specific financial adviser in a deeply specialist area.

Well, this week, that adviser - Kathy Havers of Viridian Advisory - is good enough to come on and introduce us and our listeners to some of the many complexities that arise when helping people with additional needs.

From Special Disability Trusts, to Centrelink, to the importance of (good) accountants and lawyers in the process, to the intricacies of guardianship, estate planning and Powers of Attorney - this episode is deep, technical, educational and, surely, useful as hell for all financial advisers out there.

Kathy

Kathy Havers - Viridian Advisory

Kathy Havers | LinkedIn

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.

CPD For this Episode: https://quiz.ensombl.com/NATH-26040808-13560001

Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.

Is it possible to scale good, quality, personalised financial advice? If it can be done - then how can we do it?

Can we scale the advice without scaling the discovery? How can we find out enough about somebody to know what advice they don't need - and how do we have to charge for that work?

How can you, as a professional adviser, exercise and evidence your professional judgment about what a client needs - while not being bound only to what they want?

Why is an episode on the efficiency of scaling advice to keep it within limits the longest episode we've recorded?

Why are there so many questions? Is it because these knuckleheads have no answers?

Perhaps...

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.

CPD For this Episode: https://quiz.ensombl.com/NATH-26040210-03490001

Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.

Financial advisers - you've spent your entire working relationship with your clients helping them build their wealth.

How prepared are you to help them make sure it passes to the next generation/s, without triggering the next War of the Roses?

In this week's episode, Jordan and Nathan explore one of the alternatives to the 'traditional' view of estate planning and disputes; 'interdisciplinary collaborations'.

This method, familiar to regular listeners from Jordan discussing it on the divorce side, is a powerful way to help family's properly plan how their estate will play out, minimising acrimony, family ructions and estate annihilation (Zinta's word that we're shamelessly stealing).

It's a broadranging, expansive discussion about this topic and we sincerely hope it helps our listeners think of introducing clients to this option - because after helping them grow their wealth, wouldn't it be great if we could help their family keep it?

Resources

Free Lunch & Learn Webinar - 29th April 2026

Family Inheritance Solutions - website

Collaborative Practice Training

Zinta's Bookk

Zinta

LinkedIn

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.