Episode
Strategic Scaling Up: How Calder Wealth Joined Forces with Coastal Advice
- Podcast
- The Trusted Adviser
- Published
- Sep 11, 2025
- Duration seconds
- 2215
- Processing state
not_requested- Canonical source
- https://thetrustedadviser.podbean.com/e/strategic-scaling-up-how-calder-wealth-joined-forces-with-coastal-advice/
Actions
POST https://stenobird.com/v1/public/podcasts/the-trusted-adviser-7062717/episodes/strategic-scaling-up-how-calder-wealth-joined-forces-with-coastal-advice/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-trusted-adviser-7062717/strategic-scaling-up-how-calder-wealth-joined-forces-with-coastal-advice.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
In this episode of The Trusted Adviser, Rob Pyne speaks with Ben Calder, Managing Director of Calder Wealth Management, about the recent merger with Coastal Advice Group. Ben shares the backstory of how years of collaboration and cultural alignment with Dan Brown led to one of Australia’s fastest-growing financial advice businesses. They discuss the role Merchant Investment Management played in bringing the deal to life, the challenges of integration, and the opportunities the merger creates for clients, staff, and the future of the business