HeyJaredBetween Meetings with Matt Heine
In this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their…
- Indexed episodes, last 90 days
- 2
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- Aug 19, 2026
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- Jul 8, 2026
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Ep 110: M&A, private equity and the future of advice – Victoria Hicks, Founder & CEO | Melo Advisory (opens the original)
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In this episode of Between Meetings, Matt Heine sits down with Victoria Hicks, Founder & CEO of Melo Advisory - a UK consultancy that helps financial advice firms grow, improve business value and prepare for succession or sale - to unpack the lessons Australian advice firms can take from the UK's M&A wave. They discuss why international capital was drawn to advice businesses, how buy-and-build models evolved, and why the right buyer is not always the highest bidder. Victoria Hicks explains the i
Ep 109: Building an advice business through content - Pete Matthew, CEO & Chartered Financial Planner | Jacksons Wealth Management (opens the original)
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In this episode of Between Meetings, Matt Heine is joined by Jacksons Wealth Management CEO Pete Matthew. Pete is a UK-based chartered financial planner, podcaster and YouTuber, who has built a successful advice business by combining traditional planning with long-term content creation. Pete shares how his YouTube and podcast channels grew into a key source of qualified client demand, and why transparency and depth in content naturally filters for the right clients. They also discuss structural
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