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Independent advice, global strategies, and military transitions

Independent advice, global strategies, and military transitions

The ifa Show · Momentum Media

July 23, 202542m 52s

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Show Notes

In this episode of The ifa Show, host Keith Ford is joined by Andrew Saikal-Skea, founder of Saikal-Skea Independent Financial Advice, to discuss the value of providing completely independent advice and how it can help remove the invisible barrier that even the perception of third-party influence can create.

Saikal-Skea also breaks down how this focus on independence and being self-licensed, along with a specialisation in helping military personnel both while serving and as they transition, has led to another niche – providing global advisory services to clients in a range of foreign jurisdictions.

Listen as they discuss:

  • The complexity of working with clients living overseas and the unique challenges different countries present.
  • How specialising in specific client demographics or financial situations allows advisers to develop deep expertise and ensure clients receive the most appropriate and tailored advice.
  • Why it's vital to bridge the gap between providing quality financial advice and servicing everyday Australians.