Your guide to a stress-free retirement

Join us as we explore practical investment strategies for budgets ranging from $1,000 to $50,000. Whether you’re a beginner or seasoned investor, we offer actionable advice on fund allocation and risk management. Discover low-cost options, diversification techniques, and insights into market dynamics. Learn how to navigate the investment world and achieve financial success… Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.   

In this episode, we explore HUB24 (ASX: HUB), a $5.9 billion diversified financial services business known for its cutting-edge platform solutions and cloud-based technology. With a 7.5% share of the Australian platform market, HUB24 is a rising competitor against larger providers averaging 14% each. We discuss HUB24’s impressive growth, including a staggering 6,319% return over 10 years and an 875% increase in dividends since 2019. With a strong balance sheet and a debt-to-equity ratio of just 5.8%, the company is well-positioned for continued expansion, including recent acquisitions like myprosperity. Tune in to hear financial insights, analyst valuations, and key takeaways on HUB24’s economic moat, financial health, and future performance, along with the latest news and leadership highlights. Please Note: This is not a buy, nor sell, recommendation. This is general information only. Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Rachael Todman, GradDipFP (ASIC Reg 1270413), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

In this episode, we dive into the smart steps to take when you receive a lump sum of money, whether it’s from a farm or business sale, an inheritance, or even a Tattslotto win. We’ll cover the key considerations around timing and capital gains tax, as well as strategies for what to do with the funds once taxes are sorted. Learn how to make the most of your windfall with a plan that sets you up for long-term financial success. To view the video version of this episode visit https://youtu.be/ZK0sc2aGgxk   Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Join us as we dissect the current investment market, analysing recent trends, discussing the surge in market values and what it means for our investment portfolios. Who determines if things are overvalued? And can we time the market effectively, especially in the short term? With US equities yielding less than 2%, and giants like Microsoft, Apple, Meta, Alphabet, Amazon, Nvidia, and Tesla dominating the S&P500, what’s on the horizon? Is a correction imminent?   Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

In this episode, Financial Advisers Rob & Amy share essential tips for graduates to kickstart their financial journey. Discover the key steps you should take to manage your finances effectively, from budgeting and saving to maximising your super fund contributions. Whether you’re entering the workforce or continuing your education, this episode is a must-listen to help you build a strong financial foundation right from the very start.  To view the video version of this episode visit https://youtu.be/cLqV7ydeE2M?si=8eQLiqnzDupmoaoV Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.