Super contributions explained . . . easily 

Super contributions explained . . . easily 

A client once shared a poignant regret:
“When I was working and the kids were young, I saved too much. It restricted what we did when the family was together.”
This simple reflection struck a chord with me. It got me thinking about the delicate balance between saving for the future and living fully in the present. While we all know the importance of financial security, is it possible to save too much—at the expense of the moments that matter most?

Quarterly Economic Update: Feb-Apr 2025

Quarterly Economic Update: Feb-Apr 2025

A client once shared a poignant regret:
“When I was working and the kids were young, I saved too much. It restricted what we did when the family was together.”
This simple reflection struck a chord with me. It got me thinking about the delicate balance between saving for the future and living fully in the present. While we all know the importance of financial security, is it possible to save too much—at the expense of the moments that matter most?

Just Retired? Now what?

Just Retired? Now what?

Just retired and wondering what comes next? In this episode of the Investment Motivation podcast, Rob Goudie and Rachael Todman walk through the key financial decisions that come with the…

Avoid Lifestyle Inflation

Avoid Lifestyle Inflation

A client once shared a poignant regret:
“When I was working and the kids were young, I saved too much. It restricted what we did when the family was together.”
This simple reflection struck a chord with me. It got me thinking about the delicate balance between saving for the future and living fully in the present. While we all know the importance of financial security, is it possible to save too much—at the expense of the moments that matter most?

Understanding Managed Funds

Understanding Managed Funds

A client once shared a poignant regret:
“When I was working and the kids were young, I saved too much. It restricted what we did when the family was together.”
This simple reflection struck a chord with me. It got me thinking about the delicate balance between saving for the future and living fully in the present. While we all know the importance of financial security, is it possible to save too much—at the expense of the moments that matter most?

Wait! Before you buy that…

Wait! Before you buy that…

A client once shared a poignant regret:
“When I was working and the kids were young, I saved too much. It restricted what we did when the family was together.”
This simple reflection struck a chord with me. It got me thinking about the delicate balance between saving for the future and living fully in the present. While we all know the importance of financial security, is it possible to save too much—at the expense of the moments that matter most?

Market Volatility Explained – And What to Do

Market Volatility Explained – And What to Do

  Markets go up—and they come down. In this video, we talk about what really matters during periods of volatility: your behaviour as an investor. We explain why reacting emotionally…

What happens to my superannuation if…? 

What happens to my superannuation if…? 

A client once shared a poignant regret:
“When I was working and the kids were young, I saved too much. It restricted what we did when the family was together.”
This simple reflection struck a chord with me. It got me thinking about the delicate balance between saving for the future and living fully in the present. While we all know the importance of financial security, is it possible to save too much—at the expense of the moments that matter most?

Australia’s Elite Investors: What you can learn

Australia’s Elite Investors: What you can learn

  Ever wondered how Australia’s wealthiest individuals invest? In this episode, we break down the key strategies used by the richest Australians, from diversification and asset allocation to investing in…

The Biggest Money Mistakes before Retirement

The Biggest Money Mistakes before Retirement

Retirement planning isn’t just about the final years before you stop working—it starts much earlier. The financial mistakes you make in your 20s, 30s, and 40s—like taking on too much…

Building Wealth the Right Way

Building Wealth the Right Way

Everyone wants to build wealth, but with so much financial noise—crypto schemes, margin lending, and “trade your way to riches” promises—it’s easy to get lost in the hype. The truth?…

How we invest (& why we’re different)

How we invest (& why we’re different)

Not all financial advice businesses invest the same way. In this episode, we explore how Consortium Private Wealth has developed its unique investment approach over the past 25+ years. Rob…

Quarterly Economic Update: October-December 2024

Quarterly Economic Update: October-December 2024

The final quarter of 2024 reflected a mixed economic landscape. While consumer spending and equity markets showed resilience, persistent inflation, cost-of-living pressures and a cooling housing market have tempered optimism….

Investing for income 

Investing for income 

Share markets are renowned for taking unexpected downturns and while history shows that markets eventually recover, this rebound in value can occasionally take time. Investors concerned about this risk might…

Dealing with Post-Christmas Blues

Dealing with Post-Christmas Blues

The days leading to Christmas, holidays and celebrations are exciting, frenetic times. They’re a whirl of parties and social engagements, gifts and food to be purchased and travel arranged. The…

Investment Deep Dive: HUB24 (ASX: HUB)

Investment Deep Dive: HUB24 (ASX: HUB)

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…

Investment Deep Dive: CSL Ltd (ASX: CSL)

Investment Deep Dive: CSL Ltd (ASX: CSL)

In this episode, we analyse CSL Limited (ASX: CSL), a $134 billion market cap biotechnology company specialising in plasma-derived therapies, vaccines, and rare disease treatments. Operating in over 100 countries…

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