Podcast Episodes

What is a "Good" Return for my Super and Investments?

Ever been let down by a hyped movie — or pleasantly surprised by a random pub band? Expectations shape how we experience things — and that includes i…

1 year, 1 month ago

The New Financial Year Checklist

With the new financial year underway, this episode explores key strategies to help you get ahead—like adjusting your super contributions, reviewing p…

1 year, 1 month ago

Australia vs France: Lessons in Debt, Taxes and Retirement

After spending time working remotely in France, I came away with a deeper appreciation for the different ways countries manage their economies and so…

1 year, 2 months ago

The Most Important Action You Need to Master to be a Successful Investor

In this episode, we explore the single most important — yet often overlooked — action that successful investors rely on: doing nothing.

When markets …

1 year, 2 months ago

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 th…

1 year, 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…

1 year, 3 months 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…

1 year, 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…

1 year, 4 months 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 c…

1 year, 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 ne…

1 year, 5 months ago