The GAF

Episode 53: Veronica Peters

Join Scott Fitzpatrick as he sits down with Veronica Peters; a psychologist, Juris Doctor, and also holds an MBA.

With her deep expertise in family systems, Veronica explores the complexities that underpin family dynamics, from values alignment and intergenerational goals to the importance of effective communication. Together, Scott and Veronica delve into how advisers can better support Significant Families, navigating both the emotional and structural elements that shape long-term success.

This is a must-listen episode for advisers aspiring to elevate their role and take a seat at the Family Board, delivering meaningful impact beyond traditional advice.

Episode 52: A Modern Family Advisory Story - Peter and Lara

Please join Scott Fitzpatrick, Nim De Swardt, Kerrie Anderson and real life clients, Peter and Lara.  This podcast brings to life the real story of complex families and the advisers who stand beside them.

In this episode, we take you on a remarkable seven-year journey - a succession plan that unfolded over time, shaped by trust, complexity and unwavering commitment.

This is a story of family handshake deals, hard work, resilience and navigating the realities that no textbook can prepare you for.

It’s also a story of collaboration - where multiple advisers come together, each bringing their expertise, perspective and care - ultimately creating an outcome that none could have achieved alone.

Settle in as we share the challenges, the turning points and the incredible final outcome of a journey that redefines what it means to advise modern families.

https://www.linkedin.com/in/nimdeswardt/ 

nim@nimdeswardt.com

 

Episode 51: David Werdiger

On today’s episode of The Gaf Podcast, I’m joined by David Werdiger - author, trusted confidant to significant families and a key contributor to the Ultra High Net Wealth Institute.

David shares his perspective on the skills required to work effectively with significant families, how he approaches family dynamics and all that the Ultra High Net Wealth Institute has to offer.

If you’re an adviser looking to step into this space, this is an episode you won’t want to miss.

 

 

Episode 50: Jason Chequer

In this episode, Scott Fitzpatrick sits down with Jason Chequer from the Linara Group for a wide‑ranging conversation on the evolving world of wealth management.

Together, they explore the role of family offices, multi‑family offices, the changing expectations of high‑net‑worth clients and what the future holds for those managing complex wealth.

The discussion goes deeper into what it truly means to be an integrator of wealth - bringing together the best expertise, structures, and strategies around the client.

Scott and Jason unpack client‑centred principles, examining what clients genuinely value, how trust and outcomes are built, and how professional services should be priced in an increasingly demanding environment.

This is a conversation you won’t want to miss.

Episode 49: Brian Fitzpatrick interviews Scott Fitzpatrick

Join us for the final GAF podcast of the year featuring the man himself; Scott Fitzpatrick !

In this episode the microphone has been turned:  Brian Fitzpatrick - our Emotional Intelligence coach from The SAN team - sits down with Scott.

Brian has been an integral part of Scott’s life - teacher, coach, matchmaker & mentor.

In this candid conversation Scott shares his journey, his inspiration and people who have helped him along the way.  

Tune in to discover Scott’s insights, wisdom, and the gems that have shaped his path.

 

For further information:    

1.  www.sanprofessionals.com.au

2.  Scott Fitzpatrick Linkedin      www.linkedin.com/in/scott-fitzpatrick1

3.  SAN Linkedin                www.linkedin.com/company/significant-adviser-network

Episode 48: Scott Whitla

Join Scott for the latest episode of The GAF, featuring Scott Whitla, Partner at McCullough Robertson.
A long-standing SAN member and expert in Succession Law and mediation, Scott shares valuable insights on Family Rule Books—what they are, how to create them, and why they matter for advisers working with significant families.

It's an episode not to miss!

For further information:

1. sanprofessionals.com.au
2. https://mccullough.com.au/staff_members/scott-whitla/

Episode 47: Diane Viola

Join Scott for our latest episode of The GAF where he chats with Diane Viola, from Positive Relating.

Diane is a counsellor, coach and long time friend of Scott's who's passion and expertise lies in facilitating transformation in both individuals and families.

In this podcast Diane shares her insights on working with families, along with suggestions on how an adviser in this space can look after themselves when having these often intense conversations with their clients.

For advisers working with Significant Families this is an episode not to miss!

For further information:

1. www.sanprofessionals.com.au

2. www.dianeviola.com

 

Episode 46: Nim de Swardt

Join us on this episode of the GAF as Scott chats with Nim de Swardt, narrative practitioner, non-exec director and strategic adviser.

Nim shares her passion for inter-generational storytelling, from starting her journey with the 7th generation Bacardi family to now recording over 140 narratives for families. 

In addition to family storytelling, Nim's insights into the importance of personal branding and using the right narrative to describe who you are and what you do will compel you to have a closer look at what your LinkedIn profile really says about you.

This fascinating episode is not to be missed! 

Episode 45: Sarah Metcalf

Join us for the final podcast of the year as Scott chats with Sarah Metcalf from Collective Manifesto who gives us a fresh look at philanthropy.

Sarah helps individuals, families and companies to 'give well' to causes that are important to them. As Sarah explains to Scott, philanthropy doesn't always mean giving money; it can be your time, treasure or talent.

Just in time for Christmas, this podcast will have you thinking differently about philanthropy, how you can give and how, as an adviser, you can help your clients in this area. 

Episode 44: David Werdiger

Joining Scott on this episode of The GAF is David Werdiger, author, speaker, adviser & entrepreneur.

Scott and David chat about the exciting opportunity that exists for advisers to work with Significant Families and help them on their journey.

David shares his extensive knowledge on the subject, it's an episode not to be missed!

 

For further information:

www.sanprofessionals.com.au

www.davidwerdiger.com