The go-to podcast for Australians living abroad who want to take control of their finances and make the most of their expat experience. Hosted by Mitchell Kelsey, a Financial Adviser at Runway Wealth Management—one of the leading firms specializing in financial advice for Aussie expats—this podcast dives into expert insights, strategies, and real-life stories. Each episode features conversations with professionals from various industries, along with Mitchell’s own firsthand advice, helping you navigate the financial challenges and opportunities of life overseas.
The Runway Report Newsletter – September 2026 Edition | Market and Economic Insights for Australian Expats
Welcome to the September edition of The Runway Report Newsletter, our monthly market and economic update prepared specifically for Australian expats. Each month, we provide informed commentary on the latest developments in financial markets, economic trends and policy changes that may impact Australians living and investing abroad.
Here’s a summary of the topics featured in this month’s edition:
Note from the Director: A 30-Year Perspective on Investing; Vanguard’s latest Index Chart.
Expat Insight: Managing cash savings as an Australian Expat: When cash savings grow beyond what you need for your day-to-day expenses, it’s important to give excess Cash an active purpose.
Market Movements: Share markets recorded a generally positive month in August 2026, although performance varied considerably between regions and asset classes.
Economic Update: The economic environment remains challenging, with inflation continuing to influence central bank decisions both in Australia and overseas.
The Runway Report Newsletter is designed to keep Australian expats informed about the latest financial developments and support sound decision-making in a global context.
🔔 Subscribe to our channel for regular updates and professional insights tailored to the needs of Australian expatriates.
To learn more about how Runway Wealth Management can assist you on your Expat journey, be sure to check out our website here: https://www.runwaywealth.com/contact (https://www.runwaywealth.com/contact)
General Advice Disclaimer: The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances, and objectives. We recommend you obtain professional financial advice specific to your circumstances.
Runway Wealth Management Pty Ltd (ABN 17 677 212 967) (Corporate Authorised Representative No. 001311450) are authorised representatives of AFSL 340289.
3 Sept 2026
The Financial Advice Process: Obtaining Financial Advice as an Australian Expat
What actually happens when you engage a Financial Adviser?
In this episode of Behind the Advice Australia, Runway Wealth Management’s Director and Financial Adviser, Mitchell Kelsey is joined by Adam Bolton, Financial Adviser and Director of Bolton Financial Services, to take a closer look at the Australian financial advice process and the work that sits behind the recommendations a client ultimately receives.
For an Australian living overseas, obtaining financial advice can involve additional considerations, particularly where Australian financial arrangements intersect with an individual’s overseas circumstances. The conversation explores the journey from the initial client discussion through to strategy development, research, compliance, implementation and ongoing advice, providing an insight into what clients may not always see behind the advice process.
Key topics discussed include:
The key stages involved in obtaining financial advice and what clients can expect throughout the process;
How advisers assess the circumstances, objectives and financial position of a client;
The research, strategy development and modelling that underpin personalised recommendations;
The regulatory, compliance and professional obligations involved in delivering financial advice as a licensed Australian Financial Adviser;
What a Statement of Advice (SoA) represents and the work required to prepare it;
How advice fees are structured, what clients are paying for and what happens after recommendations are accepted;
The additional considerations that can arise when obtaining financial advice as an Australian expat.
The episode concludes with a discussion covering common misconceptions about Financial Advisers, the most misunderstood aspects of the advice process and what Australians living overseas should consider when choosing a Financial Adviser.
Whether you are an Australian living overseas and considering obtaining financial advice or simply want to better understand how the financial advice process works, this episode provides an insight into the professional work involved in developing and delivering quality financial advice.
To learn more about Adam Bolton, reach out to Bolton Financial Services: www.boltonfs.com.au (https://aus01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.boltonfs.com.au%2F&data=05%7C02%7Ctaylacoffey%40runwaywealth.com%7C6deb79f9cfb14144d6aa08df09fab47a%7Cf0c42130a8a5423db1124fc793b2d018%7C0%7C0%7C639240644807505221%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=gEol57Ht0bpYFR8VOlZEARX41gbf8VDm%2F18f%2Banc04c%3D&reserved=0)
To learn more about how Runway Wealth Management can assist Australians living and working overseas, check out our website here: https://www.runwaywealth.com/ (https://aus01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.runwaywealth.com%2F&data=05%7C02%7Ctaylacoffey%40runwaywealth.com%7C6deb79f9cfb14144d6aa08df09fab47a%7Cf0c42130a8a5423db1124fc793b2d018%7C0%7C0%7C639240644807535585%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=SwY%2BrZGKJYdTJagmgqbKrCkhvZWU1T%2FAmiDyDwRbyOU%3D&reserved=0)
General Advice Disclaimer: The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances, and objectives. We recommend you obtain professional financial advice specific to your circumstances.
Runway Wealth Management Pty Ltd (ABN 17 677 212 967) (Corporate Authorised Representative No. 001311450) is an authorised representative of AFSL 340289.
12 Aug 2026
The Runway Report Newsletter – August 2026 Edition | Market and Economic Insights for Australian Expats
Welcome to the August edition of The Runway Report Newsletter, our monthly market and economic update prepared specifically for Australian expats. Each month, we provide informed commentary on the latest developments in financial markets, economic trends and policy changes that may impact Australians living and investing abroad.
Here’s a summary of the topics featured in this month’s edition:
Note from the Director: Not all tax changes affect everyone equally. The Government’s recent CGT and negative gearing reforms are a good example.
Expat Insight: Making the most of Employer Share Plans and Equity Compensation while living overseas.
Market Movements: Markets delivered a mixed performance in July, with Australian and UK shares posting solid gains, rising 2.30% and 3.53% respectively, while several Asian markets and US technology shares fell.
Economic Update: Economic data in July provided some encouraging signs, although inflation remains above central bank targets both in Australia and overseas.
We’re incredibly proud to share that our Director and Financial Adviser, Mitchell Kelsey, has been shortlisted for the 2026 FS Power50. The FS Power50 recognises financial advisers who demonstrate leadership, influence and a meaningful contribution to their clients, the profession and the broader community.
Voting is officially open, and we would be incredibly grateful if our clients, professional connections and wider community could take a moment to cast a vote for Mitchell. You can vote for Mitchell using this link: https://www.financialstandard.com.au/fspower50 (https://aus01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.financialstandard.com.au%2Ffspower50&data=05%7C02%7Ctaylacoffey%40runwaywealth.com%7Cb45dcda5049e449bcba708def6a7dd9f%7Cf0c42130a8a5423db1124fc793b2d018%7C0%7C0%7C639219397999247251%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=Vn77oeSIJgvYQvSDjxKTvYRdFJijuiZbhBvPxEbvSzI%3D&reserved=0)
The Runway Report Newsletter is designed to keep Australian expats informed about the latest financial developments and support sound decision-making in a global context.
🔔 Subscribe to our channel for regular updates and professional insights tailored to the needs of Australian expatriates.
To learn more about how Runway Wealth Management can assist you on your Expat journey, be sure to check out our website here: https://www.runwaywealth.com/contact (https://www.runwaywealth.com/contact)
General Advice Disclaimer: The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances, and objectives. We recommend you obtain professional financial advice specific to your circumstances.
Who has been a guest on Behind The Advice Australia
Names identified in recent episode analyses. Showing up to five guests.
Adam Bolton
Jonathan Bell
Tara Buchanan
Joe Perrone
Nathan Cosley
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Spotify
5.0 / 5
1 ratings
Contact Behind The Advice Australia
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Behind The Advice Australia
Who hosts Behind The Advice Australia?
Mitchell Kelsey host the show. Published by Runway Wealth Management.
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does Behind The Advice Australia take guests?
Yes. Guests have been identified in episode analyses.
Host of Behind The Advice Australia?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
