Podcast Episodes

What should you ask your accountant to focus on?

Imagine your accountant came up with an idea that would save you $30,000 in tax each year for the next 20 years. That one idea would be worth over $4…

5 years, 3 months ago

What is a holistic accountant? What value do they provide? When to use one.

Season 1 Episode 155

The word ‘holistic’ is defined by Oxford Languages as “characterised by the belief that the parts of something are intimately interconnected and expl…

5 years, 3 months ago

Investment lending rules to be tightened this year

Season 1 Episode 154

Almost everyone is predicting that property prices will surge higher this year. In fact, the newspapers are already full of stories about properties …

5 years, 3 months ago

How to ensure your business helps you achieve your financial and lifestyle goals.

There are many non-financial reasons that encourage people to start their own business. But it's important that you are fairly rewarded (financially)…

5 years, 3 months ago

How to avoid being ripped off by a financial advisor: 3 simple checks

Season 1 Episode 153

It is alleged that Sydney-based financial advisor, Melissa Caddick stole $25 million from her clients. She has recently gone “missing”, leaving a tra…

5 years, 3 months ago

Bitcoin, (unprofitable) billion dollar stocks and other madness

Season 1 Episode 152

Do you realise that $10,000 invested in Bitcoin 5 years ago would be worth over $1.1 million today? Makes you think, right?
With lockdowns occurring a…

5 years, 3 months ago

What's involved in changing accountants (and how to find a good one)?

Season 1 Episode 151

Choosing the right accountant can make a world of difference. A proactive accountant will share tax-saving and wealth-building ideas, be available to…

5 years, 3 months ago

Common business structuring mistakes and how to avoid them

Your business structure is critical because it will dictate how much tax you pay, whether you will be able to build personal wealth effectively, if y…

5 years, 4 months ago

Steppingstone strategy: how to buy your dream home

Season 1 Episode 150

If the recent property price growth predictions become reality over the next couple of years, more homeowners may become ‘priced out’ of their desire…

5 years, 4 months ago

Beware: Not all ETF's (exchange traded funds) are what they seem

Season 1 Episode 149

Exchange Traded Funds (or ETF’s) have become very popular, particularly over the past 5 years. In fact, the amounts invested in ETF’s has doubled ove…

5 years, 4 months ago