Episode 18

Protecting What Matters Most: Family Safety in a Complex World

Purpose of Wealth Podcast

About the episode

What does it take for you and your family to feel safe and secure?

If you think about Maslow’s hierarchy of needs, right after food, water, and shelter, comes safety. And sure, high walls, cameras, even a loyal dog might help. But what about the risks you can’t see – the threats you can’t predict or control?

In this episode, host Narelle Hooper chats with a former ADF Special Operations leader Peter Shanley. Pete is the Co-Founder and Executive Chairman of risk and protection advisory firm Accordant Global Partners. A long-time trusted advisor to Mutual Trust and the families they look after, Pete knows what it takes to stay safe when the stakes are sky-high – listen in to hear his insights on protecting what matters most.

Featuring

Narelle Hooper - Host

During more than 25 years as a business and finance journalist and editor Narelle has worked for Australia’s leading media groups including the ABC, Fairfax Media and SBS TV. She’s a former Editor of the Australian Financial Review’s BOSS Magazine and was founding co-chair of the Financial Review’s Women of Influence Awards.

Narelle is also a member of the board of the The Ethics Centre. She has held a number of non executive director roles over the past decade, including with the Tasmanian Development Board, the Documentary Australia Foundation and with women's entrepreneurship accelerator SBE Australia, which runs the Springboard Enterprises program.

Peter Shanley - Guest

After a career with the Australian Government, the majority spent serving in Australia’s Special Forces, Pete went on to join one of Australia’s most prestigious multi-generational Family Offices as their Head of Risk.

Pete has deployed on sensitive, strategic missions all over the globe for over 20 years, alongside some of the world's elite Special Operations units, where risk management is a critical discipline.

He brings to the Ultra High Net Worth space a dynamic yet long-term risk-management mindset focusing on increasing current and overall survivability, both from an individual and a family perspective.