Guest podcasts
We have been fortunate to be guests of various podcasts. We’ve shared the recordings here for you to listen.
Adviser 3.0 – From one country to two continents: In conversation with Simon Harvey
Ever wondered what it takes to run a financial planning firm across two continents? In this episode our founder and Group Managing Director, Simon Harvey, shares his journey of setting up bdhSterling and building a unique firm in the financial industry.
Money Side Up
Steph Mills, our Pension Transfer Specialist breaks down the complex world of UK pension transfers and QROPS for Australians planning to return home. Steph joins the podcast episode at 15 minutes.
Planner Unplugged Interviews
Simon Harvey shares his journey into financial planning, the unique challenges and opportunities of operating across two countries and the importance of understanding client needs based on their residency status.
Money Marketing – In Conversation With…
… Simon Harvey: Building a cross-border financial advice powerhouse. In this episode, Money Marketing speak to our Group Managing Director about what it takes to build a thriving cross-border financial advice firm between the UK and Australia. They discuss regulatory hurdles, expat opportunities, retirement planning and key lessons from 15+ years in international advice.
Smart Steps to Australia: Plan your financial future in Australia with bdhSterling
There is a lot to think about when it comes to moving your finances to Australia. This episode is a great starting point to begin thinking about your financial future. In this episode, Karen from Smart Steps to Australia talks to Simon Harvey, about planning your financial future in Australia.