In this Australian Investors Podcast episode, Owen Rask and Drew Meredith pull back the curtain on what is really driving growth in modern financial advice businesses.
With markets pushing back towards all-time highs, the conversation starts with the mood investors are feeling right now, then quickly moves into a deeper topic: how content, education and trust are reshaping the advice industry in Australia. Owen and Drew unpack how Wattle Partners has grown, why Rask has spent years building an audience-first business, and what both founders have learned about scaling without losing focus.
They also get into one of the biggest questions facing professional services in 2026: is AI a threat, a tool, or both? Drew explains where AI may help with simple, repeatable advice tasks, while Owen argues the biggest upside still sits with firms that combine trust, personality and better systems.
Along the way, the pair touch on mergers and acquisitions in advice, why many firms still struggle with technology, how YouTube and podcasts convert differently, and what business owners can learn from building an audience before building a product.
If you want a rare behind-the-scenes look at how financial media, advice and technology now overlap in Australia, this 2 Sense episode is packed with honest lessons, practical observations and a few spicy takes.
