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.