Goals based advice: The psychology of financial goal setting

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. 

“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 of retirement, ensuring you get the very most out of every stage of retirement. Tune in for expert advice on navigating your golden years with financial confidence and zero regrets.   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 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 had hacked his first computer at the tender age of 12, shared a chilling yet eye-opening perspective: there are only two types of businesses – those that have been hacked and those that will be hacked. Tune in for a thought-provoking discussion on the inevitable challenges and proactive measures in the digital age.   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. 

This week we said goodbye to tech stock Altium from the Australian share market as its buyout by Renesas was officially completed… As a result, large cash payouts have been received by Altium shareholders. So, what’s the next step if you receive a substantial cash payout from an investment? Should you invest in the currently high ASX, or leave the cash in the bank? Rob & Amy share some smart alternate options to consider while the ASX is trading high.  To view the video version of this episode visit https://youtu.be/U-LhtxZJTys?si=3lfPLZciVxyuUem_ 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.