Podcast Episodes

When to not invest: 5 questions to ask

Season 1 Episode 170

There are a number of factors that I consider when contemplating an investment on behalf of my clients or for me, personally.
I think it’s very import…

4 years, 11 months ago

Are investment returns that important?

Season 1 Episode 169

Last week a prospective client asked me a very good question. They asked whether I have data that shows what investment returns my clients have gener…

4 years, 11 months ago

Investing in property in the outer suburbs - should you do it?

Season 1 Episode 168

Some buyers’ agents promote investing in more affordable locations. I can understand why some investors might be attracted to follow their advice. Bu…

5 years ago

How to ensure your superannuation will be paid to your intended beneficiary

Season 1 Episode 167

Twenty-three-year-old, Ashleigh Petrie nominated her mother as the sole beneficiary of her super. However, Ashleigh’s 63-year-old fiancé was successf…

5 years ago

Don't buy property in this market...

Season 1 Episode 166

It is true that buying a property in any market will generate a lot of wealth as long as you (1) buy the right property and (2) hold it for a few dec…

5 years ago

How to prepare your business for sale and maximise your after-tax proceeds

There are many reasons to improve the saleability of your business, including if it's your plan to sell your business in the future, of course. Other…

5 years ago

Sophisticated borrowers to jump through fewer hoops to get a new loan

Season 1 Episode 165

The Corporations Act makes a distinction between wholesale and retail clients. It is assumed that wholesale clients have a sufficient level of financ…

5 years ago

Warning: 3 reasons why negative gearing is in jeopardy

Season 1 Episode 164

One of the Australian Labor Party’s (ALP) big election promises in the 2019 federal election was to abolish negative gearing. It would be logical to …

5 years, 1 month ago

How to scale your business to multiply your profits

Knowing how to scale your business is the fastest and most successful way to multiple your business' profitability. That is why it's important to con…

5 years, 1 month ago

Active share investors failed to take advantage of last year's volatility

Season 1 Episode 163

Active fund managers use their skill and experience to pick which stocks to invest in. An alternative to active investing is to invest in low-cost in…

5 years, 1 month ago