Shore Financial

Author: Shore Financial

The Shore Financial Podcast comes to you from Sydney, covering a range of finance and real estate topics. Hosted by Theo Chambers. For any additional information, questions, insights or feedback, please feel free to visit our website or find us across different social media channels.
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Language: en

Genres: Business, Investing

Contact email: Get it

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Property & Finance #33 - Featuring Roland Xu, Financial Adviser at Shore Financial
Episode 33
Monday, 26 January, 2026

In episode #31 of the Property & Finance podcast, Theo is joined by Roland Xu, Financial Adviser at Shore Financial, for a practical breakdown of how financial planning supports wealth creation at every stage of life.This episode explores what a financial planner actually does, smart investment strategies for accumulators such as young families and high-potential earners, and how self-managed super funds work in practice. The conversation also unpacks recent legislative changes to superannuation, including retirement age and access rules, and explains the role of risk insurance in protecting both your income and long-term plans.A must-listen for any Australian wanting clarity and confidence around their financial future.