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Basis Points

Basis Points

Equity Mates Media 58 Episodes Aug 11, 2026

Basis Points is a podcast for Australian financial advisers, produced by Equity Mates Media. It explores small improvements that compound into significant outcomes in the financial advisory field. The show aims to help advisers find incremental gains in their practice.

Episodes

Grant Hackett on resilience, tax changes and his push to quadruple adviser numbers
Grant Hackett on resilience, tax changes and his push to quadruple adviser numbers Aug 11, 2026 32:30 Grant Hackett has now spent more time working in finance than he did in the pool, but he’s still best known for being one of, if not the greatest, distance swimmers Australia has ever produced.Hackett hung up his goggles in 2008 and is now the group CEO of ASX-listed Generation Development Group.In this episode of Basis Points, he takes advisers through the highs and lows of his Olympic career, hi
Why financial advice has become generic (and how to actually stand out)
Why financial advice has become generic (and how to actually stand out) Aug 4, 2026 28:37 Will Hamilton has enshrined a simple belief at Hamilton Wealth Partners: Most financial advice practices pay lip service to client experience, yet it makes all the difference in the eyes of clients.In this episode, he shares how HWP differentiates through hyper-personalised service, from capping advisers at 50 clients to running large-scale client events that function more like weddings than semin
The biggest shift in financial advice history is less than 2 years away
The biggest shift in financial advice history is less than 2 years away Jul 28, 2026 26:04 Advisers’ entire tech stack will collapse in the next two years; that is the bold prediction of Paradino AI Co-Founder and CEO Alex Gassner.He sees the glaring gap between the 15,000 financial advisers in Australia and those 16 million Australian’s who need advice, as being closed in one way only- by purpose-built AI tools.Courtenay Fox, Co-Founder of Fox & Hare Financial, knows this firsthand
Is value dead? One of Australia’s greatest investing veterans weighs in
Is value dead? One of Australia’s greatest investing veterans weighs in Jul 21, 2026 26:11 The Hall of Fame fund manager and IML founder, Anton Tagliaferro, has seen enough cycles to know we’re nearing the top.He is convinced we are in a "speculative frenzy" of a bubble.In this episode, he provides his outlook on markets and where he’s seeing value.Chapters:00:00 Introduction01:22 AI Bubble or Déjà Vu?03:54 Why AI May Disappoint07:40 Is Value Investing Dead?10:17 How Anton Invests Perso
The insider's guide to private credit: Red flags, risk & the road ahead
The insider's guide to private credit: Red flags, risk & the road ahead Jul 14, 2026 23:23 Do you understand what you're investing in within private credit?Frank Danieli, Managing Director and Head of Global Credit Solutions at MA Financial explains why that is so important.From funds providing better disclosures, to advisers having a clearer understanding of what classifies as “private credit”- Danieli talks through the road ahead for the asset class.Plus, Ally asks for his take on whe
4 structural shifts driving markets over the next decade
4 structural shifts driving markets over the next decade Jul 7, 2026 26:28 What will be the biggest risks and opportunities in markets over the next decade?While nobody has a crystal ball, Capital Group’s Investment Director Matt Reynolds joins the show to discuss the four structural shifts he believes will have the biggest impact on the decade to come.Plus, he explains the biggest mistake advisers are making with “diversified” portfolios.Chapters:00:00 Introduction01:40
Dollar Cost Ravaging: Why retirement flips the rules of investing
Dollar Cost Ravaging: Why retirement flips the rules of investing Jun 30, 2026 18:08 What if the strategy that built your clients' wealth is the same one quietly destroying it in retirement?A new report from Milford; When Timing Becomes the Biggest Risk in Retirement, suggests that retirement fundamentally changes the maths of investing- including Dollar Cost Averaging.Ally sits down with Regan van Berlo, Australian Country Manager at Milford, to hear how the report affects the wa
Are you swimming with sharks? What advisers get wrong about private markets
Are you swimming with sharks? What advisers get wrong about private markets Jun 23, 2026 33:40 The same portfolio mistakes keep showing up across adviser practices, and Jacqueline Fernley, Founder and OCIO of Arcpoint, has seen them all.When it comes to public markets, the mistakes look different but are just as costly. In this episode, we explore how you can avoid them.Plus how can advisers locate long term out-performers amongst the huge dispersion of performance in the asset class.Chapte
Morgan Stanley’s asset allocation playbook for the next 5 years
Morgan Stanley’s asset allocation playbook for the next 5 years Jun 16, 2026 31:33 Welcome to 2026, where bonds no longer diversify stocks, volatility remains elevated and inflation isn't going anywhere.So how should advisers and their client portfolio’s respond?Morgan Stanley Wealth Management Australia Head of Investment Strategy and Solutions, Alexandre Ventelon, believes in this new market regime, advisers must brace for more volatility and “diversify their diversifiers”.Cap
Gerard Minack: 10 charts that expose what investors are getting wrong
Gerard Minack: 10 charts that expose what investors are getting wrong Jun 9, 2026 50:20 These 10 charts will challenge your thinking on AI and economic growth.Acclaimed macro strategist and Australia’s “king of charts”, Gerard Minack from Minack Advisors joins Ally in the studio bringing his analysis of 10 different charts - each of which will reshape how you think about markets.From AI to global equities to the war in Iran, these charts will disrupt what you thought was the status q
The dirty secret behind ESG funds (and how the experts spot a fake)
The dirty secret behind ESG funds (and how the experts spot a fake) Jun 2, 2026 25:33 Want to learn how to sniff out red flags and greenwashing from a mile away? Australian Ethical’s Chief Impact & Ethics Officer Alison George has spent 20 years crafting her nose for it.In this episode she shares her Green and Red flags for choosing ESG funds plus the questions advisers can ask to cut through the greenwashing spin.She also tackles why the ethical investment industry needs to co
J.P. Morgan warns: Overvalued USD, loose policy & real private credit risk
J.P. Morgan warns: Overvalued USD, loose policy & real private credit risk May 26, 2026 33:26 Is the 60/40 portfolio dead? What do Big Macs and Negronis have in common? Do bonds still diversify stocks?In this episode Andrew Norelli Managing Director at J.P. Morgan Asset Management, unpacks the macro forces driving markets and some of the "big bad risks" investors need to be aware of.Andrew was brutally honest about the world's economic future. Host Ally left this conversation reeling from

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