Through his advisory work, speaking and writing, Jordan helps people move from uncertainty to clarity – simplifying complex decisions and offering practical steps forward when it matters most.
Jordan is the co-host of the podcast Weaving Gold, where he and fellow adviser Nathan Fradley share insights on money and life transitions through authentic conversations. He also co-hosts Challenge the Standard, a podcast examining the biases, fixed thinking and status quo in financial advice.
Jordan is the founder of PlanningSolo, an independent financial advice practice based in Victoria, Australia.
With nearly two decades of experience, he specialises in helping people navigate major life transitions such as bereavement, divorce, inheritance and retirement.
Much of his work focuses on individuals who suddenly find themselves responsible for significant wealth – often without prior experience or support.
Jordan is particularly passionate about supporting widows, divorcees and families facing financial overwhelm after loss. His approach centres on translating complex decisions into clear, practical steps people can take immediately – helping them regain a sense of control and confidence.
A member of the FS Power50 (recognising the 50 most influential financial advisers in Australia), he has presented at the Financial Advice Association of Australia’s annual Congress on guiding people from feeling disempowered to back in control.
He has also appeared on leading industry platforms and podcasts, including:
Jordan contributes written commentary for the Australian financial advice community, including:
Ideal for audiences interested in estate planning, family preparedness and reducing financial stress.
After a death, many families discover that no one knows where anything is – bank accounts, passwords, insurance policies, legal documents or superannuation details.
The Green Box Exercise is a simple framework Jordan developed to help organise the most important financial, personal and practical information in one place – reducing stress, confusion and costly mistakes during already difficult times.
In this session, Jordan shares:
Audience takeaway: A clear, practical system to help families prepare and reduce the burden on loved ones.
Ideal for individuals and audiences navigating major life transitions such as loss, separation or divorce.
When someone experiences a major life change, they are often left managing financial decisions they never expected to handle alone.
Investments, superannuation, tax and day-to-day financial management can quickly feel overwhelming.
This session focuses on the first practical steps people can take to regain clarity, avoid costly mistakes and rebuild confidence.
Jordan covers:
The most common financial mistakes people make after loss or divorce
Why rushing decisions can lead to poor outcomes
The difference between urgent tasks and important decisions
A step-by-step framework for regaining control
Audience takeaway: A practical roadmap to move from financial confusion to calm, informed decision-making.
Ideal for audiences focused on financial independence, retirement and long-term planning.
Many widows inherit significant financial responsibility overnight – including investments, superannuation, property and tax considerations.
Yet most have never been given the opportunity or education to manage these decisions.
Drawing on his work with widows, Jordan explores how to build financial confidence over time – without pressure or overwhelm.
In this session, he discusses:
Audience takeaway: Greater clarity, confidence and a sense of control when managing wealth after loss.
Jordan is available for webinars, industry events, podcast interviews and panel discussions.
To enquire about booking Jordan as a speaker or guest, please complete the form.
