May 31, 2021
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 works for one of the big tech companies and some of the light bulb moments that came around her frustration around seeing her...
May 26, 2021
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 have a young family. They went through the planning process over the last sort of few months and they covered their journey,...
May 24, 2021
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 terms with investing.
They talk a bit about the impact of looking ahead and how that gave them the motivation and realization...
May 19, 2021
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 of equity release and how that actually works with property, what the power property is and how you can continue building...
May 17, 2021
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 interesting. We talked about basically the economics of social investing. I talked a lot over the last few episodes about...