Podcast Episodes

#122 How to use your property equity to make money [Live event collab for the 'Spill the Proper-Tea' series with Raiz Home and General Assembly]

This is a recording of a live event I did with the guys at General Assembly and Raiz Invest on how to use your property equity to make money.

It's designed for people that have a property already and…

Published on 4 years, 6 months ago

#121 Pivot client story w. Emma - "Learning how to manage my money in a post COVID world"

In this episode, I talked to one of our lovely clients, Emma. It's definitely one of my, I'm going to say, top portal playing podcasts over the last little bit.

She is a crackup who works for a tech …

Published on 4 years, 6 months ago

#120 Pivot client story w. Sarah - Managing inheritance and being smart with my money

In this episode, I chat to one of our lovely clients, Sarah, and shares her journey about how she overcomes some of her investment fears to take the action and to get started with investing in how sh…

Published on 4 years, 6 months ago

#119 Pivot client story w. Maddie - "I've seen financial advisers before, but knew there was a better way"

In this episode, I chat with one of our lovely clients, Maddie who downloads how the experience that she had talking to a more traditional financial advisor, turned her away from financial advice for…

Published on 4 years, 6 months ago

#118 Pivot client story w. Nicola - How to maximise my employee share program to get ahead

In this episode, I chat with one of our lovely clients, Nicola, who has recently gone through the financial planning process.

She talks about how she got on top of her employer's share plan. She work…

Published on 4 years, 6 months ago

#117 Pivot client story w. Kevin & Jenny - When you've hit your big financial goal, what's next?

In this episode, I chat with a couple of our awesome clients, Kevin and Jenny. We'll actually, I'll just have to Kevin because  Jenny wasn't there, but I will talk about their journey.

These guys hav…

Published on 4 years, 7 months ago

#116 Pivot client story w. Olivia and Sean - How financial advice helps to make dreams a reality

In this episode, I chat to two of our lovely clients, Olivia and Sean who have gone through the planning process. Just a few months ago, they talked about their experience around how they got to term…

Published on 4 years, 7 months ago

#115 How to buy your second property [Live event collab for the 'Spill the Proper-Tea' series with Raiz Home and General Assembly]

This episode is a live stream event that I did in collaboration with the General Assembly and Raiz Home Ownership on how to buy your second property. So I cover the power property, some of the basics…

Published on 4 years, 7 months ago

#114 - Ethical investing series w. Simon O'Connor

In this episode, I chat to Simon O'Connor, he is the CEO of the Responsible Investment Association of Australasia (RIAA). He has been an economist for like 20 years but don't be scared, he's actually…

Published on 4 years, 7 months ago

#113 Ethical investing series w. Rory Cunningham

In this episode, I chat with Rory Cunningham who's a senior manager at the Australian Stock Exchange or ASX. He is a weapon when it comes to the different products that are available on the market.

S…

Published on 4 years, 7 months ago