In this episode of The Trusted Adviser, Rob Pyne is joined by Chris Hill (lawyer and financial adviser) and Rafael Cohen (fintech founder) from Inherit Australia to explore a smarter, adviser-led approach to estate planning.

They unpack why advisers are uniquely positioned to drive estate planning conversations, how structured questioning can surface family dynamics and risks before they become disputes, and how technology can bridge the long-standing gap between advisers and lawyers, without crossing into legal advice.

You’ll hear how Inherit Australia enables advisers to:

• Confidently lead estate planning discussions within a compliant framework

• Improve client engagement, retention, and intergenerational connections

• Work more efficiently with lawyers through better upfront information

• Ensure estate plans are completed, stored, and accessible when they’re needed most

A practical, future-focused conversation for advisers looking to deepen client relationships and protect their practice through the coming intergenerational wealth transfer.

Is your advice tech stack quietly helping your business grow, or quietly driving everyone mad?

In this episode of The Trusted Adviser, Rob Pyne sits down with Peter Worn, co-founder of Finura Group, to unpack what it really takes to bring tech sanity to a modern advice firm. Drawing on years of experience working with licensees and advice businesses across Australia, Peter lifts the lid on the promises, pitfalls, and hidden costs behind today’s technology and AI solutions.

They explore:

• The difference between a genuine tech stack and a messy tech pile

• How to spot conflicts of interest with Managed Service Providers (MSPs), vendors, and “AI agencies”

• A simple ROI lens for deciding which tech or AI project to do next

• Why duplicating tools for tasks, communication, and storage adds risk (not value)

• The real trade-offs between industry platforms and enterprise CRMs like Salesforce or Dynamics

• What good document management and data hygiene actually look like in practice

Stay listening right to the end, where Peter shares how buyers really assess your tech when you’re preparing for sale. Why “weird and wonderful” systems can hurt your valuation, how your cyber posture becomes a trust filter for acquirers, and the key signs that your problem isn’t technology at all, but leadership and business model.

If you’ve ever wondered whether you’re overpaying for tech, under-using what you have, or on the brink of an expensive misstep, this conversation will help you reset, refocus, and get more out of every dollar you invest in technology.

As we wrap up the year, this short solo episode is part reflection and part recommended reading list.

In this episode, Rob steps back to reflect on some of the key ideas that have shaped his thinking as a business owner, drawing on a selection of books that have had a lasting influence on how HPH Solutions has been built. What’s been especially striking is how consistently these same ideas have shown up in the real-world experiences shared by guests on The Trusted Adviser.

From Jim Collins’ Flywheel concept and the power of disciplined, compounding progress, to the importance of transparency, execution, culture, and trust, this episode connects enduring business principles with lived experience inside advice firms.

It’s a reflection on what really drives sustainable success in professional services businesses, and particularly in financial advice. Not shortcuts or breakthroughs, but clarity of purpose, disciplined execution, strong people, and a long-term mindset.

We’re taking a short break over the New Year and will be back in two weeks with a new guest episode.

Wishing all trusted advisers a happy and healthy New Year, and every success in 2026.