How to feel financially secure

Podcast

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 financial advice. Tune in to discover how expert guidance can bolster your confidence, ease stress, and optimise your resources.

Join us for an insightful discussion on prioritising what truly matters for your financial well-being. Take the first step towards a more secure financial future with us today!

 

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. 

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Investing: Strategies for age 55+ investors

Investing: Strategies for age 55+ investors

Updated on Podcast

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 golden years, or seeking to maximise your investments during this life stage, listen in for strategies to optimise your investment portfolio, manage risk and ensure your financial well-being during this exciting chapter of life. 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. 

Borrowing to Invest

Borrowing to Invest

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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 tax considerations. Tune in for key insights to level up your investment game! 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. 

Investing for Minors

Podcast

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 investment options like Listed Investment Companies (LICs). Learn how to give money to children at certain ages and delve into the benefits of education bonds. Plus testamentary trust options for added protection and flexibility. Don’t miss out on valuable insights for securing your child’s financial future!   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.