INSight #463 with Josh Lee from Link Wealth Advice and Levera Solutions
Josh Lee from Link Wealth Advice and Levera Solutions shares insights with James Dunn from The Inside Network on misconceptions about outsourcing.
Uncategorized
Wednesday 21st January 2026
Share
Capacity planning: how many clients can your practice really serve well?
The future of advice will involve solving capacity constraints through smarter systems and better use of technology.
Daily Market Update: 16 March 2026
ASX (ASX:XJO) posts lowest weekly close since December as Iran war wipes $190bn from market The Australian sharemarket fell to its lowest weekly close since...
Physics, pattern recognition and the pursuit of pure alpha
Stock markets are messy laboratories, says this physicist: rife with noise, shaped by emotion, and lacking the predictability of the natural world. But...
Trust, truth and time: Why advice still starts with human connection
Built on trust, truth and time, this piece explores how Regional Prosperity adviser Kane Leersen is winning clients in regional Australia by prioritising...
SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices
In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...
Unlocking real estate’s hidden gems with Julian Biggins from MA Financial
In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping...
Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners
In this episode of Brilliant Investment Thinkers, Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been...
Stability in a volatile world with Andrew McVeigh from Remara
In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...