Podcast Episodes

Making a Difference: Smart Ways to Support Causes You Care About

A significant portion of the work that we do for clients entails financial modelling to help understand what is possible. Frequently, we arrive at the conclusion that the person’s long term outlook i…

Published on 3 months ago

The Downsizer Strategy

Your home isn’t just where you live — it can also be a powerful asset in your long-term financial plan. In this episode, we look at how shifting your housing as your life changes can open up smart st…

Published on 3 months, 2 weeks ago

What is a Wrap and When Do They Make Sense?

This week, we're unpacking a real-world financial dilemma: one person's uneasy experience after being advised to move her super from a large industry fund into something she'd never heard of—a wrap a…

Published on 4 months ago

How Much Super Do I Need?

It’s one of the most common retirement questions—how much super is enough? In this episode, we explore how to estimate your retirement needs based on lifestyle, spending habits, and travel plans. You…

Published on 4 months, 2 weeks ago

Is it Time to Use the Equity in your Home to Build Wealth?

With interest rates starting to fall, is there an opportunity to utilise the equity in your home for investment purposes and accelerate your wealth creation? It's something we're certainly evaluating…

Published on 5 months ago

Goals are Essential, but Don't Miss this Next Step

When we head off on vacation we don't barrel off down the highway, pull up at some random point hours or days down the road, and camp out for the next fortnight. When we depart for our holiday, we k…

Published on 5 months, 2 weeks ago

Will Active Managers Ever Come Back?

In this episode, we dive into the debate between active vs. passive management, exploring the claims made by fund managers during a recent teleconference. Is 2025 the year active management finally o…

Published on 5 months, 4 weeks ago

How Does Tax Apply to Your Super?

Wanting to get your head around tax within the superannuation system makes total sense. Our savings accumulate in this regime, however there are restrictions on how we can access the money, and for t…

Published on 6 months, 1 week ago

Redundancy

Despite the current low rate of unemployment, there seems to be a mini wave of redundancies in the middle and senior ranks of many companies at present.  

Experiencing redundancy can be a signi…

Published on 6 months, 4 weeks ago

The 4 Essentials When Receiving an Early Inheritance

With an awareness of the challenges of high house prices and resultant large mortgages, intergenerational wealth transfers - in the form of early inheritances - are happening more and more. So if you…

Published on 7 months, 1 week ago