Podcast Episodes

Is becoming a Sophisticated Investor in your best interest?

It sounds so good: Sophisticated Investor status is open to all investors who have enough money to get across the line. But did you know a financial adviser is no longer legally bound to act in your …

Published on 1 month ago

How to cut your mortgage costs...now

A remarkable 100,000 Australians refinanced their mortgage to a better rate in the three months to June this year. If you have yet to join the party, the pathway to lower mortgage costs is now clear,…

Published on 1 month, 1 week ago

BONUS: Roger Montgomery's investment journey: from fish and chips to fund management

Roger Montgomery is the founder of Montgomery Investment Management. While he is into adventure sports, when it comes to investing he's acutely focused on managing risk. From working at a fish and ch…

Published on 1 month, 1 week ago

The ultimate solution to investment scams

Investment scams empowered by AI are going to get worse in the years ahead - and no amount of regulation is going to stop 'bad actors' inside finance. 

Self-defence in the form of financial literacy …

Published on 1 month, 1 week ago

Fancy bidding against a super fund for your house?

The Federal government is pushing big super funds into the housing market: That market is currently dominated by 'mum and dad' investors - Would big funds do better? Overseas experience of major inst…

Published on 1 month, 1 week ago

Will the economic summit trigger wealth tax changes?

This week's economic summit coincided with a surprise move by the Albanese government to lift the deeming rate for the first time in four years: The measure reduces access to the pension for wealthie…

Published on 1 month, 2 weeks ago

The return of the 'you can rent anything market'

Immigration numbers were meant to float lower this year but a surprise pick up in numbers over the last few months coincides with a tightening of the rental vacancy rates across the market. For rente…

Published on 1 month, 2 weeks ago

Warning on 'Free Super Reviews'

The new super tax may dominate the headlines, but for most investors with less than $3m in super, a bigger headache is navigating increasingly risky marketing promotions in finance.Off the back of th…

Published on 1 month, 3 weeks ago

Is your home the worst investment you’ll ever make?

If it wasn’t said by a top financial adviser, you might dismiss it as a quote out of context, but  Partners Wealth Group Jack Tossol is not kidding: He says a generation that has ‘sunk everything’ in…

Published on 1 month, 3 weeks ago

BONUS: Investing Secrets from $1.5bn Fund Manager Jun Bei Liu

 In this bonus episode of The Money Puzzle, The Australian’s Wealth Editor, Julie-anne Sprague, unpacks what it takes to be a great investor with one of the nation's top stockpickers, Jun Bei Liu. Ho…

Published on 1 month, 4 weeks ago