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See our portfolio of public events

YEI on Coastal Radio

Tune in to “You’ve Earned It” with Martin Nel and Marilyn Hallett on Coastal Radio SA during REWIND every Monday at 10:00am. The show focuses on providing relevant, informative content along with exclusive offers, deals, and benefits for individuals aged 60 and above.

ServiceRadio interview
Highlights
Exploring the common financial missteps we encounter as we age.

YEI on Coastal Radio

Tune in to “You’ve Earned It” with Martin Nel and Marilyn Hallett on Coastal Radio SA during REWIND every Monday at 10:00am. The show focuses on providing relevant, informative content along with exclusive offers, deals, and benefits for individuals aged 60 and above.
Highlights
Exploring the common financial missteps we encounter as we age.
Listen to interview
YEI on Coastal Radio with Dr Gizelle Willows

MoneyWeb

Moneyweb and Simon Brown bring you the latest in business and financial news in a morning livestream and podcast

ServiceRadio interviews
13 April 2023
Mental accounting can lead to some real problems
12 August 2021
Is the sunk cost fallacy hurting your investments?
6 July 2021
Beware: The hardwired confirmation-bias trap

MoneyWeb

Moneyweb and Simon Brown bring you the latest in business and financial news in a morning livestream and podcast

13 April 2023
Mental accounting can lead to some real problems
12 August 2021
Is the sunk cost fallacy hurting your investments?
6 July 2021
Beware: The hardwired confirmation-bias trap

XY Advisors

XY is home to thousands of financial advisers, sharing and learning with one another to drive the positive evolution of financial advice.

ServicePodcast interview
Highlights
Why getting advice from co-workers and friends is perilous.
The need for a movement that rebrands financial planning.
Why spending behaviour is more important than saving behaviour.
Listen to podcast

Service

Podcast interview
ClientXY Advisors
XY is home to thousands of financial advisers, sharing and learning with one another to drive the positive evolution of financial advice.
Highlights
Why getting advice from co-workers and friends is perilous.
The need for a movement that rebrands financial planning.
Why spending behaviour is more important than saving behaviour.
Listen to podcast

Humans Under Management

Humans Under Management provides events and resources for behavioural financial advisers. 

ServiceKey note address
Learning outcome
Understand the limitations of risk tolerance questionnaires and help financial planners bridge the gap between their clients capacity for risk and the risk they need to withstand (to earn the returns they want to live the lifestyle they want).
Watch full presentation

Service

Key note address
ClientHumans Under Management
Humans Under Management provides events and resources for behavioural financial advisers. 
Learning outcome
Understand the limitations of risk tolerance questionnaires and help financial planners bridge the gap between their clients capacity for risk and the risk they need to withstand (to earn the returns they want to live the lifestyle they want).

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