Podcast Episodes

#112 The federal budget explained in words human beings actually use

In this Express episode, I unpack the Federal budget and cover the key things that you need to be across so that you can know what I suppose all the fuss is about and the opportunities that have come…

Published on 4 years, 7 months ago

#111 - Ethical investing series w. Tom Culver

In this episode, I talked to Tom Culver, he's the CEO of a business called Ethics Advisor as well as the CEO of Goodmans, the fractional micro-investing app that helps people invest in a socially res…

Published on 4 years, 7 months ago

#110 - Ethical investing series w. Kevin McDonald

In this episode, I talked to Kevin McDonald, he's a fellow Financial Advisor and the Principal Advisor and Director with his business partner at Future Focus Financial Planning, they do a ton of Ethi…

Published on 4 years, 7 months ago

#109 Ethical investing series w. Paul Garner

In this episode, I chat to Paul Garner for the Ethical investing series. Paul is a Financial Advisor based in Adelaide who is super passionate about socially responsible investing. His business is bu…

Published on 4 years, 7 months ago

#108 Ethical investing series w. James Tayler

In this episode, I talk to James Taylor, who's the head of ESG or Environmental Social Governance investing at Elliston capital. James has been managing money and investments for PR professionally fo…

Published on 4 years, 7 months ago

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

This session is a recording, a live event that I did in collaboration with the General Assembly and Raiz Invest on how to buy your first property.

I go into property market basics, the things that yo…

Published on 4 years, 8 months ago

#106 Pivot client story w. Danny & Nikki - Building a rock solid financial foundation with total confidence

In this episode, I chat to Danny and Nikki, the two of our amazing clients that recently just gone through the process over the last few months and we talk about their experience with the advice, how…

Published on 4 years, 8 months ago

#105 Pivot client story w. Oliver - How to get onto the property ladder without sacrificing your lifestyle

In this episode, I chat to one of our long-term clients, Oliver who we've been working with for a bit over four years. We talk about his pathway to purchase his first property.

When he previously tho…

Published on 4 years, 8 months ago

#104 Pivot client story w. Clare - How to confidently build assets outside business after being burnt?

In this episode, I talk to one of our amazing clients, Clare Sheng. She is a cracking business owner with her business, The Fitting Room on Edward which basically dominates the market for custom alte…

Published on 4 years, 8 months ago

#103 Pivot client story w. Karim - Avoiding guilty spending and building an achievable pathway to money success

In this episode, I talk to Karim who's a client of Pivot that we've been working with for a couple of years. Karim is an IT Professional that we did strategic sort of planning work for. He talks abou…

Published on 4 years, 8 months ago