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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…
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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…
Self-Managed Super Funds Explained: Benefits, Risks & When You Shouldn’t Set One Up
Thinking about setting up a Self-Managed Super Fund? Before you do, this episode could save you years of costly mistakes. In this episode, Amy Lehmann and Rob Goudie break down…
Riding the Market Roller Coaster: What History Teaches Us About
Markets rise and fall — but how should you respond? In this episode, Rob and Rachael explore the emotional side of investing and why staying invested often delivers the best…
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…
When Should You Set Up a Trust for Investing
Wondering if a Trust is the right move for your investments? In this episode, Amy Lehmann and Robert Goudie break down when (and why) it might be time to set…