In the latest episode of The ifa Show, Rasiah Private Wealth founder and principal adviser Thabojan Rasiah joins host Keith Ford to discuss why the self-confessed “investment geek” believes maximising returns shouldn’t be the sole objective of financial advice.

Rasiah explains that while investing wisely is crucial, an overly narrow focus on investments can lead to neglecting other crucial aspects of financial advice and potentially overshadow a client’s broader life goals.

Tune in to hear:

• Why looking beyond just returns can ensure that other outcomes important to your clients are sufficiently addressed.
• How to benchmark and measure the success of goals that aren’t focused on percentage-based performance.
• The role of thoughtful questioning in helping clients articulate their true goals.
• Why making advice accessible to a wider audience is a pressing issue for the profession.

In the latest episode of The ifa Show, Pivot Wealth founder Ben Nash joins host Keith Ford to break down the secrets to leveraging digital platforms for business growth and client engagement while dealing with the compliance challenges that come with professionals communicating in the digital realm.

Nash highlights that his journey into content marketing began as a deliberate strategy to generate leads independently of traditional referral networks and offers practical advice for others venturing into the social media space, suggesting they start by mastering one content format before expanding.

Tune in to hear:

• Why focus and consistency are key to building traction in online content.
• How prioritising authenticity is a better method than trying to game the algorithm when building an audience.
• Whether getting labelled a “finfluencer” is a drawback for a professional adviser.
• How you can help prospective clients engaging with your content prepare for the advice process.

In the latest episode of The ifa Show, Financial Advice Association Australia general manager of policy, advocacy and standards Phil Anderson joins host Keith Ford to take a deep dive into the latest Compensation Scheme of Last Resort consultation, this time focusing on how the special levy should be decided.

With $47.3 million left to be covered for FY2025–26, Minister for Financial Services Daniel Mulino has a decision on his hands: either do nothing, delay payments, put it all on advisers, or spread the cost. Anderson explains why the FAAA believes widening the sectors that will cover the excess cost is the most equitable and sustainable way forward.

Tune in to hear:

• How spreading the cost across a broader range of sectors can work in practice.
• The impact of recent large-scale fund failures on the CSLR and how the government might respond.
• Whether the Treasury review will result in substantive legislative change or just temporary solutions.