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Welcome to 2026

As they say, new year, new you. So, when my good friend and fellow adviser Karam Singh from ek Private Advisory asked me to be the first guest on his new podcast, I jumped at the chance to do something slightly outside my comfort zone.

What followed was a genuinely fun and thoughtful conversation. We shared experiences across market cycles and reflected on the types of client conversations we are having as we head into 2026. Much of our discussion centred on how experienced advisers interpret change, filter complexity, and help clients stay aligned with what truly matters over the long term.

It also felt like a quiet celebration of more than ten years of friendship and collaboration, which made the conversation even more enjoyable.

You can listen to the podcast above where we discuss
• A decade of friendship and collaboration
• How market thinking has evolved through multiple cycles
• Key considerations shaping investor conversations into 2026
• The importance of clarity, discipline and human judgement in uncertain times

Subscribe to YouTube for more episodes of ek Public Voices Unfiltered.

Kind regards,

Shelley Marsh
Outsourced Chief Investment Officer (OCIO) & Founder
Wealth Differently

General Advice Warning: Wealth Differently holds an Australian Financial Services licence to provide services to wholesale clients only. The information on this website is only for persons who are wholesale clients as per s761G of the Corporations Act. The information includes general advice which does not consider your particular circumstances and you should seek advice from Wealth Differently who can consider if the strategies and products are right for you. You should also understand that past performance is often not a reliable indicator of future performance and should not be solely relied upon to make investment decisions.

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© 2024 Wealth Differently Pty Ltd AFSL 547820. All rights reserved.

Wealth Differently holds an Australian Financial Services licence to provide services to wholesale clients only. The information on this website is only for persons who are wholesale clients as per s761G of the Corporations Act. The information includes general advice which does not consider your particular circumstances and you should seek advice from Wealth Differently who can consider if the strategies and products are right for you. You should also understand that past performance is often not a reliable indicator of future performance and should not be solely relied upon to make investment decisions.
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