Podcast Episodes

#172 How to set smart money goals [Live event w. General Assembly]

This podcast is a recording of a live session I did with the legends at the General Assembly on how to set smart goals with your money, create an action plan, and how to get started. Essentially, I t…

Published on 4 years ago

#171 Investment and Property Market Update November 2021

In this episode, I shared my take on investments and the property market in November. I talk through some of the things that we're seeing in the share market economy, some of the trends from investor…

Published on 4 years ago

#170 Money Chat w. Hermione - Money goal setting for business owners

In this episode, I talked to one of our lovely clients Hermione, who went through the planning process with her partner Dave. Both of them are self-employed. We talked a bit about how financial forec…

Published on 4 years ago

#169 How to buy your $3m Bondi dream home

This workshop will help you understand the property market, how to set up a COVID-proof property buying plan, and how to reduce risk when you buy property.

With the interest rates at all-time lows, t…

Published on 4 years, 1 month ago

#168 Money Chat w. Mike and Lena - How couples can get on the same financial page

In this episode, I chat with two of our lovely clients, Mike and Lena who have recently gone through the planning process of their journey. How they got aligned having come from different sorts of fi…

Published on 4 years, 1 month ago

#167 How to avoid the most painful money mistakes

This episode is a recording of a live event I did in collaboration with the General Assembly, all about how to avoid the key money mistakes.

So I unpack the small and big mistakes that people make as…

Published on 4 years, 1 month ago

#166 Smart Money Challenge 7 - Next Steps

This is the final episode in the smart money challenge, where I'm talking all about the next steps and where to go from here. I'm going into some of the key things we are thinking to put the things t…

Published on 4 years, 1 month ago

#165 Smart Money Challenge 6 - Setting achievable financial goals

Episode number six of the Smart Money Challenge is all about Setting achievable financial goals and how to set yourself up to make them happen.

In this episode, I talk through a goal-setting framewor…

Published on 4 years, 1 month ago

#164 Smart Money Challenge 5 - Investing for passive income

This episode is season five in the Smart Money Challenge, where I'm diving deep into investing, helping you understand the key things that you need to know to invest smart, how to overcome the fear o…

Published on 4 years, 1 month ago

#163 Smart Money Challenge 4 - Segregate & Automate saving

This is the fourth session for the Pivot Smart Money Challenge, where I'm talking all about automating your banking. So through the last few sessions, we've been working on creating the last budget t…

Published on 4 years, 1 month ago