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In this episode, we provide essential advice for a fulfilling and financially secure retirement. We discuss the importance of balancing frugality with enjoying your time and making memories. Staying active…

In this episode, we walk you through the essential steps to finding the right financial adviser for you. From using online tools (like Adviser Ratings and Google Reviews), and seeking recommendations from…

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,…

In this episode, join financial advisers Rob & Amy as they delve into essential strategies to maximise your End of Financial Year (EOFY). Learn how to achieve significant tax wins…

Discover the keys to retiring comfortably as an individual with $650,000 in superannuation and savings. We delve into everything from setting spending limits to optimising your tax arrangements, and explore…

Today we discuss the pressing issue of housing affordability for younger generations that are looking to purchase their first home. With skyrocketing prices and cost of living pressures, the dream…

Join us as we discuss the intricacies (and benefits!) of age gaps between partners in retirement. From financial advantages to lifestyle choices, discover how an age disparity influences pension and social…

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…

Unlock the secrets to investing for minors in our latest episode! From adult-managed trusts to tax rules, we’ve got you covered. Discover strategies to mitigate tax impact and explore alternative…

“Increase the memories to reduce the regret” – Rob Goudie From the adventurous “Go-Go Years”, to the reflective “Slow-Go Years” and the contemplative “No-Go Years,” we explore the three phases…

Explore the keys to securing your financial future in our latest podcast episode. From gaining clarity and direction to sidestepping costly mistakes, we delve into the transformative benefits of professional…

Join us for a candid discussion on managing finances as a couple… We explore the dynamics of handling money when there’s a single breadwinner, aligning financial goals, and seeking advice…

Join us as we explore the financial journey of a typical Australian couple, late 30s, with two young children and an annual income of $150,000. With expenses at $70,000 annually,…

Unlock the secrets to retiring comfortably as a couple with $650,000 in superannuation and savings. From determining spending limits to optimising tax structures, we cover it all. Learn how to…

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…

Join us as we unravel the key lessons, insights, and market trends that shaped the investment landscape over the past year. We’re breaking down the important stuff—what worked, what didn’t,…

How can you win in 2024? This episode explores a holistic approach to success, covering health, career, wealth, and personal growth. Discover how small habits, the Atomic Habits law, and…

Join us as we explore the essential elements of effective money management, offering insights into building a secure future. From spending wisely and creating financial safety nets to making strategic…

In this episode we jump into real-life client scenarios, exploring topics ranging from the tax advantages of progressive giving, to the opportunity costs linked with negative gearing. Plus essential considerations…

In our latest podcast, join hosts Rob and Amy as they delve into the intriguing world of cybersecurity following a captivating seminar attended by industry experts. The seminar’s presenter, who…

Dive into the strategies of borrowing for investment in our latest episode! From margin loans to leveraging home equity, we explore the benefits and risks, emphasising smart financial decisions over…

Home Instead is a national provider of in-home care designed to enrich the lives of aging adults and their families. In this episode, join Rob and Home Instead Care Services…

In the second episode of our 55+ series, we dive into the world of investing tailored specifically for those aged 55 and above. Whether you’re nearing retirement, already enjoying your…