Money. Mindset. Meaning.

My take on retirement, investing, and making epic financial decisions.

Robert Goudie

Qualifications

  • Certified Financial Planner (CFP®)
  • SMSF Specialist Advisor (SSA)
  • Graduate Diploma of Financial Planning
Robert Goudie
Financial Advisor, Founder
CFP®, SMSF Specialist™, Grad Dip FP

I’ve been providing advice for over 25 years and am privileged to enjoy many long-term relationships with my clients. Whether working with business owners, SMSF Trustees or motivated investors, our outcome is always the same—maximise your hard-earned dollars through informed financial decisions.

The best part of my job is helping people improve their knowledge around money. This increases their overall financial well-being, and I love seeing clients walk out of the office less stressed and more excited about what’s ahead.

Raising four children in our small town of Horsham has enabled me to be involved in numerous community activities. I’ve been involved with Meals on Wheels, our local football committee, the school council and my proudest contribution – helping to launch a coffee van as a not-for-profit, raising money to help build our local cancer centre.

If you’re ready to take back control of your financial situation and invest with confidence, let’s connect and start working towards your financial goals today.

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Latest Blog

How the Media Fuels Fear During Market Volatility (and How Smart Investors Win) 

By Robert Goudie
•
Posted in ,
Market volatility is a natural part of investing in global share markets. Over the past 26 years as a financial adviser, one lesson has stood out: while short-term market movements are driven by fear and greed, the long-term rewards belong to those who remain patient and focused.  But here’s the twist: the media doesn’t make it easy. Bad news sells, and during periods of market correction or crashes, fear-mongering headlines dominate. So, how can investors navigate these emotions and make volatility work in their favour?  The Media’s Role in Fear and Panic  We’ve all seen the headlines: “$100 Billion Wiped…
READ MORE How the Media Fuels Fear During Market Volatility (and How Smart Investors Win) 

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In this episode of the Investor Motivation podcast, Rob Goudie and Rachael Todman explore how increasing life expectancy is reshaping retirement planning. They discuss the implications of living longer on superannuation, investment strategies, and personal financial goals. The conversation covers the importance of adapting financial plans to accommodate extended retirements, the need for flexible income streams, and the role of ongoing financial advice. Whether you're approaching retirement or planning ahead, this episode offers valuable insights into preparing for a longer, more financially secure future. Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

In this episode of the Investor Motivation podcast, Rob Goudie and Rachael Todman explore how increasing life expectancy is reshaping retirement planning.

They discuss the implications of living longer on superannuation, investment strategies, and personal financial goals.

The conversation covers the importance of adapting financial plans to accommodate extended retirements, the need for flexible income streams, and the role of ongoing financial advice.

Whether you're approaching retirement or planning ahead, this episode offers valuable insights into preparing for a longer, more financially secure future.


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

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YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai4wRDRDMzA4N0U2MDVCQTcy

Rethinking Retirement for a Longer Life

Investor Motivation 14 hours ago

Markets rise and fall — but how should you respond? In this episode, Rob Goudie and Rachael Todman explore the emotional side of investing and why staying invested often delivers the best results. From the GFC to recent volatility, they unpack key moments in market history, share data on long-term returns, and highlight why missing the best days can cost you. Plus, hear a memorable story of two investors during a downturn — and why discipline beats timing. 👉 Topics covered: - Long-term returns of Aussie and global shares - Why rebounds often follow big drops - The risks of market timing - How behaviour affects your returns - A roller coaster analogy that sticks Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

Markets rise and fall — but how should you respond? In this episode, Rob Goudie and Rachael Todman explore the emotional side of investing and why staying invested often delivers the best results.

From the GFC to recent volatility, they unpack key moments in market history, share data on long-term returns, and highlight why missing the best days can cost you. Plus, hear a memorable story of two investors during a downturn — and why discipline beats timing.

👉 Topics covered:
- Long-term returns of Aussie and global shares
- Why rebounds often follow big drops
- The risks of market timing
- How behaviour affects your returns
- A roller coaster analogy that sticks


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

13 2

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai40RkUyNUI1OEJBMTY5Nzg5

Riding the Market Roller Coaster: What History Teaches Us About Investing

Investor Motivation 24 April, 2025 12:32 pm

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 to short-term movements can hurt long-term outcomes, how the media can fuel unnecessary fear, and why staying focused on quality investments and your long-term goals is key. If you’re feeling uncertain or anxious about the headlines or your portfolio, this message is for you. Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

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 to short-term movements can hurt long-term outcomes, how the media can fuel unnecessary fear, and why staying focused on quality investments and your long-term goals is key.

If you’re feeling uncertain or anxious about the headlines or your portfolio, this message is for you.


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

14 6

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai4xQkZENkNCQ0FDNzlFNzM1

Market Volatility Explained – And What to Do

Investor Motivation 17 April, 2025 10:48 am

Ever told yourself you’ll start saving “next month” or that you’ll invest “when things settle down”? You’re not alone—financial procrastination is more common than you think. But delaying money decisions can seriously set you back, whether it’s putting off investing, ignoring debt, or avoiding retirement planning. In this episode, we break down why we procrastinate with money, the real cost of waiting too long, and, most importantly, how to snap out of it. We’ll share simple, actionable steps to get on top of your finances—without feeling overwhelmed. If you’ve ever hesitated to take control of your money, this is the wake-up call you need! ---------------------------------------------------------------- More Freebies you should check out* Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge* https://www.consortiumpw.com.au/elearning/ *Follow us on our social media * Website: https://www.consortiumpw.com.au/ Instagram: https://www.instagram.com/consortiumprivatewealth/ Facebook Page: https://www.facebook.com/consortiumpw To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help! Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

Ever told yourself you’ll start saving “next month” or that you’ll invest “when things settle down”? You’re not alone—financial procrastination is more common than you think. But delaying money decisions can seriously set you back, whether it’s putting off investing, ignoring debt, or avoiding retirement planning.

In this episode, we break down why we procrastinate with money, the real cost of waiting too long, and, most importantly, how to snap out of it. We’ll share simple, actionable steps to get on top of your finances—without feeling overwhelmed.

If you’ve ever hesitated to take control of your money, this is the wake-up call you need!

----------------------------------------------------------------
More Freebies you should check out*

Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge*

https://www.consortiumpw.com.au/elearning/

*Follow us on our social media *

Website: https://www.consortiumpw.com.au/
Instagram: https://www.instagram.com/consortiumprivatewealth/
Facebook Page: https://www.facebook.com/consortiumpw

To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help!


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

8 2

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai45RjgyODEyNEJEREM5Nzkx

Spotting Financial Procrastination: Are You Guilty of It?

Investor Motivation 21 February, 2025 11:12 am

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 high-growth sectors. Learn how they build and protect wealth—and how you can apply similar principles to your own portfolio. We also explore the importance of financial stability, risk management, and professional guidance in achieving long-term success. Tune in to discover how smart investing can help you grow your wealth like the pros! ---------------------------------------------------------------- More Freebies you should check out* Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge* https://www.consortiumpw.com.au/elearning/ *Follow us on our social media * Website: https://www.consortiumpw.com.au/ Instagram: https://www.instagram.com/consortiumprivatewealth/ Facebook Page: https://www.facebook.com/consortiumpw To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help! Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

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 high-growth sectors. Learn how they build and protect wealth—and how you can apply similar principles to your own portfolio.

We also explore the importance of financial stability, risk management, and professional guidance in achieving long-term success.

Tune in to discover how smart investing can help you grow your wealth like the pros!

----------------------------------------------------------------
More Freebies you should check out*

Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge*

https://www.consortiumpw.com.au/elearning/

*Follow us on our social media *

Website: https://www.consortiumpw.com.au/
Instagram: https://www.instagram.com/consortiumprivatewealth/
Facebook Page: https://www.facebook.com/consortiumpw

To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help!


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

25 2

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai41NkI3NEIxMUMxQkJGMTY3

Australia's Elite Investors: What you can learn

Investor Motivation 18 February, 2025 1:23 pm

Want to retire early? Smart investing is key. In this episode, we break down how to build a solid investment strategy to achieve financial freedom sooner. Learn about different asset classes, managing risk, and tracking your progress to stay on course. We cover: ✅ The benefits of early retirement ✅ Setting realistic financial goals ✅ Understanding your risk tolerance ✅ Building a diversified portfolio ✅ Monitoring and adjusting your investments Don't leave your future to chance—tune in and start planning for early retirement today! ---------------------------------------------------------------- More Freebies you should check out* Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge* https://www.consortiumpw.com.au/elearning/ *Follow us on our social media * Website: https://www.consortiumpw.com.au/ Instagram: https://www.instagram.com/consortiumprivatewealth/ Facebook Page: https://www.facebook.com/consortiumpw To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help! 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.  Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

Want to retire early? Smart investing is key. In this episode, we break down how to build a solid investment strategy to achieve financial freedom sooner. Learn about different asset classes, managing risk, and tracking your progress to stay on course.

We cover:
✅ The benefits of early retirement
✅ Setting realistic financial goals
✅ Understanding your risk tolerance
✅ Building a diversified portfolio
✅ Monitoring and adjusting your investments

Don't leave your future to chance—tune in and start planning for early retirement today!

----------------------------------------------------------------
More Freebies you should check out*

Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge*

https://www.consortiumpw.com.au/elearning/

*Follow us on our social media *

Website: https://www.consortiumpw.com.au/
Instagram: https://www.instagram.com/consortiumprivatewealth/
Facebook Page: https://www.facebook.com/consortiumpw

To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help!

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. 

Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

45 2

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai42QTAwM0IwOURDNUE5RURG

Invest Wisely to Retire Early

Investor Motivation 11 February, 2025 9:20 am

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 debt, delaying investing, or ignoring the impact of inflation—can significantly affect your retirement security. In this episode, we explore the most common missteps at every stage of life and how they can derail your future.  Learn how to avoid these pitfalls, maximise savings, and build a secure retirement with simple, practical strategies. No matter your age, the right decisions today can set you up for financial freedom tomorrow.  ---------------------------------------------------------------- More Freebies you should check out* Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge* https://www.consortiumpw.com.au/elearning/ *Follow us on our social media * Website: https://www.consortiumpw.com.au/ Instagram: https://www.instagram.com/consortiumprivatewealth/ Facebook Page: https://www.facebook.com/consortiumpw To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help! 00:00 Introduction 00:10 Biggest Financial Mistakes before Retirement 23:50 Importance of Projections 24:07 Hunkering Down vs. Spending More 24:40 Key Retirement Tips 25:01 Getting Balanced Advice 25:32 Staying Invested 26:23 Wrapping Up 26:35 Conclusion Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

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 debt, delaying investing, or ignoring the impact of inflation—can significantly affect your retirement security.

In this episode, we explore the most common missteps at every stage of life and how they can derail your future. 

Learn how to avoid these pitfalls, maximise savings, and build a secure retirement with simple, practical strategies. No matter your age, the right decisions today can set you up for financial freedom tomorrow. 

----------------------------------------------------------------
More Freebies you should check out*

Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge*

https://www.consortiumpw.com.au/elearning/

*Follow us on our social media *

Website: https://www.consortiumpw.com.au/
Instagram: https://www.instagram.com/consortiumprivatewealth/
Facebook Page: https://www.facebook.com/consortiumpw

To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help!

00:00 Introduction
00:10 Biggest Financial Mistakes before Retirement
23:50 Importance of Projections
24:07 Hunkering Down vs. Spending More
24:40 Key Retirement Tips
25:01 Getting Balanced Advice
25:32 Staying Invested
26:23 Wrapping Up
26:35 Conclusion


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

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YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai5BODc5NkUyMTAwN0IwRkY4

The Biggest Money Mistakes before Retirement

Investor Motivation 4 February, 2025 11:35 am

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? Wealth isn’t built overnight. In this episode, we break down the simple yet powerful approach to achieving financial independence: spending less than you earn, investing consistently, managing debt wisely, and making smart tax decisions. We also discuss the pitfalls of get-rich-quick schemes and how to avoid financial advice riddled with conflicts of interest. If you’re looking for a proven strategy to secure your financial future—without unnecessary risk or complexity—this episode is for you. ---------------------------------------------------------------- More Freebies you should check out* Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge* https://www.consortiumpw.com.au/elearning/ *Follow us on our social media * Website: https://www.consortiumpw.com.au/ Instagram: https://www.instagram.com/consortiumprivatewealth/ Facebook Page: https://www.facebook.com/consortiumpw To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help! 00:00 Introduction 24:01 The Power of Consistency in Investing 24:39 The Advantages of Superannuation 24:54 The Long-Term Benefits of Consistent Investments 25:18 Flexibility of Investment Portfolios vs. Debt 25:53 A Real Example of Investment Property Issues 26:15 Understanding Social Media Real Estate Ads 26:34 Where to Find Amy and Robert 27:14 Closing Remarks Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

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? Wealth isn’t built overnight.

In this episode, we break down the simple yet powerful approach to achieving financial independence: spending less than you earn, investing consistently, managing debt wisely, and making smart tax decisions. We also discuss the pitfalls of get-rich-quick schemes and how to avoid financial advice riddled with conflicts of interest.

If you’re looking for a proven strategy to secure your financial future—without unnecessary risk or complexity—this episode is for you.

----------------------------------------------------------------
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https://www.consortiumpw.com.au/elearning/

*Follow us on our social media *

Website: https://www.consortiumpw.com.au/
Instagram: https://www.instagram.com/consortiumprivatewealth/
Facebook Page: https://www.facebook.com/consortiumpw

To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help!

00:00 Introduction
24:01 The Power of Consistency in Investing
24:39 The Advantages of Superannuation
24:54 The Long-Term Benefits of Consistent Investments
25:18 Flexibility of Investment Portfolios vs. Debt
25:53 A Real Example of Investment Property Issues
26:15 Understanding Social Media Real Estate Ads
26:34 Where to Find Amy and Robert
27:14 Closing Remarks


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

23 6

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai5ENjZGNUMxRURBMkMxODFE

Building Wealth the Right Way

Investor Motivation 30 January, 2025 1:00 pm

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 and Amy share how their focus on long-term strategy, diversification, and client education helps ensure investments align with financial goals—not short-term market trends. Tune in to learn what sets Consortium apart and how their philosophy supports lasting wealth creation. ---------------------------------------------------------------- More Freebies you should check out* Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge* https://www.consortiumpw.com.au/elearning/ *Follow us on our social media * Website: https://www.consortiumpw.com.au/ Instagram: https://www.instagram.com/consortiumprivatewealth/ Facebook Page: https://www.facebook.com/consortiumpw To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help! Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

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 and Amy share how their focus on long-term strategy, diversification, and client education helps ensure investments align with financial goals—not short-term market trends. Tune in to learn what sets Consortium apart and how their philosophy supports lasting wealth creation.

----------------------------------------------------------------
More Freebies you should check out*

Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge*

https://www.consortiumpw.com.au/elearning/

*Follow us on our social media *

Website: https://www.consortiumpw.com.au/
Instagram: https://www.instagram.com/consortiumprivatewealth/
Facebook Page: https://www.facebook.com/consortiumpw

To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help!


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

17 0

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai4wODYyNTAzNjE1Qzk4MUQ2

How we invest (& why we're different)

Investor Motivation 30 January, 2025 10:27 am

In this video, Rob explores the common traits of Australia’s wealthiest individuals and how they’ve built their fortunes. From Harry Triguboff’s property development empire to Melanie Perkins’ global success with Canva, discover the strategies behind their wealth creation. Learn why owning and growing businesses often outpaces property investment in building long-term wealth. Tune in for expert insights to inspire your own financial journey! Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

In this video, Rob explores the common traits of Australia’s wealthiest individuals and how they’ve built their fortunes.

From Harry Triguboff’s property development empire to Melanie Perkins’ global success with Canva, discover the strategies behind their wealth creation.

Learn why owning and growing businesses often outpaces property investment in building long-term wealth.

Tune in for expert insights to inspire your own financial journey!


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

6 0

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai4yQUFCMENEODMxQjI1RkM5

How Australia's Richest Built Their Fortunes

Investor Motivation 21 January, 2025 11:49 am

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. 00:00 Intro to Investor Motivation Podcast 00:22 Today's Topic: Hub24 Financial Results and Market Update 12:05 Hub24’s 44% Growth & Net Inflows of $4 Billion 12:19 Hub24's Total Funds Under Management: $113 Billion 12:40 Positive Financial Results: Net Profit After Tax Up 24% 13:06 Scalability of Hub24’s Business Model 13:16 Rob's Investment Strategy: Buy, Hold, or Sell? 13:35 Market Trends and the Impact of High Valuations 14:02 Caution with Capital Gains and Future Buying Opportunities 14:13 Warren Buffett’s $325 Billion Cash Reserves 14:25 Where to Find Rachel and Rob Online 14:43 Free Financial Education Resources at Consortium Private Wealth 15:00 Closing Remarks and Thank You 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.  ---------------------------------------------------------------- More Freebies you should check out* Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge* https://www.consortiumpw.com.au/elearning/ *Follow us on our social media * Website: https://www.consortiumpw.com.au/ Instagram: https://www.instagram.com/consortiumprivatewealth/ Facebook Page: https://www.facebook.com/consortiumpw To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help! Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

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.

00:00 Intro to Investor Motivation Podcast
00:22 Today's Topic: Hub24 Financial Results and Market Update
12:05 Hub24’s 44% Growth & Net Inflows of $4 Billion
12:19 Hub24's Total Funds Under Management: $113 Billion
12:40 Positive Financial Results: Net Profit After Tax Up 24%
13:06 Scalability of Hub24’s Business Model
13:16 Rob's Investment Strategy: Buy, Hold, or Sell?
13:35 Market Trends and the Impact of High Valuations
14:02 Caution with Capital Gains and Future Buying Opportunities
14:13 Warren Buffett’s $325 Billion Cash Reserves
14:25 Where to Find Rachel and Rob Online
14:43 Free Financial Education Resources at Consortium Private Wealth
15:00 Closing Remarks and Thank You


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. 

----------------------------------------------------------------
More Freebies you should check out*

Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge*

https://www.consortiumpw.com.au/elearning/

*Follow us on our social media *

Website: https://www.consortiumpw.com.au/
Instagram: https://www.instagram.com/consortiumprivatewealth/
Facebook Page: https://www.facebook.com/consortiumpw

To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help!

Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

14 0

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai45NkYyMUU2ODY3QTU0OTgz

HUB24: A Deep Dive into Australia's Innovative Platform Provider

Investor Motivation 3 December, 2024 11:00 am

Warren Buffett’s Record Cash Position: What It Means for Investors Rob explores Warren Buffett and Berkshire Hathaway’s staggering $325 billion cash reserve – the largest in the company’s history. Why is Buffett holding so much cash, and what could it mean for future investments? Discover the insights behind this record-breaking cash position and what it signals about the current market. 00:00 Introduction 00:10 Warren Buffett’s Cash Reserves 00:30 Why Is Warren Buffett Sitting on Cash? 01:06 Buffett’s Strategy and Market Conditions 01:38 Market Conditions and Investor Psychology 02:34 Waiting for Peak Pessimism 03:04 Patience and Long-Term Strategy 03:47 Conclusion ---------------------------------------------------------------- More Freebies you should check out* Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge* https://www.consortiumpw.com.au/elearning/ *Follow us on our social media * Website: https://www.consortiumpw.com.au/ Instagram: https://www.instagram.com/consortiumprivatewealth/ Facebook Page: https://www.facebook.com/consortiumpw To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help! Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

Warren Buffett’s Record Cash Position: What It Means for Investors

Rob explores Warren Buffett and Berkshire Hathaway’s staggering $325 billion cash reserve – the largest in the company’s history. Why is Buffett holding so much cash, and what could it mean for future investments?

Discover the insights behind this record-breaking cash position and what it signals about the current market.

00:00 Introduction
00:10 Warren Buffett’s Cash Reserves
00:30 Why Is Warren Buffett Sitting on Cash?
01:06 Buffett’s Strategy and Market Conditions
01:38 Market Conditions and Investor Psychology
02:34 Waiting for Peak Pessimism
03:04 Patience and Long-Term Strategy
03:47 Conclusion

----------------------------------------------------------------
More Freebies you should check out*

Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge*

https://www.consortiumpw.com.au/elearning/

*Follow us on our social media *

Website: https://www.consortiumpw.com.au/
Instagram: https://www.instagram.com/consortiumprivatewealth/
Facebook Page: https://www.facebook.com/consortiumpw

To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help!


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

19 0

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai5FRDI4QjBEMTcwNTJEMzZG

Warren Buffett's largest cash position ever! #investment

Investor Motivation 26 November, 2024 9:46 am

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 with 25,000 employees, CSL is a global leader in life-saving medical innovations through its core businesses, including CSL Behring, CSL Plasma, CSL Seqirus, and CSL Vifor. We explore its strong economic moat, financial health, and growth performance, including a 226% increase in dividends over the past decade. Despite recent share price dips, analysts view it as potentially undervalued by 20%. Tune in as we discuss CSL’s long-term prospects, past returns (up 249% over 10 years), future earnings growth potential, and insights into its recent acquisitions and latest announcements. Please Note: This is not a buy, nor sell, recommendation. This is general information only. 00:00 Introduction to Investor Motivation Podcast 00:11 Discussing CSL: An Australian Business Success Story 00:27 CSL’s History: A Legacy Since 1916 00:39 The Business Deep Dive: Episode 6 17:28 North American Market: CSL's Global Reach 17:49 Rachel’s Opinion: Hold on CSL? 18:04 Robert’s Investment Strategy: Dollar-Cost Averaging in CSL 18:41 Current Market Conditions & Stock Market Growth 19:02 CSL in the Context of an Aging Population 19:13 Where to Find More Information: Rachel and Robert’s Platforms 19:59 Conclusion & See You Next Time 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.  ---------------------------------------------------------------- More Freebies you should check out* Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge* https://www.consortiumpw.com.au/elearning/ *Follow us on our social media * Website: https://www.consortiumpw.com.au/ Instagram: https://www.instagram.com/consortiumprivatewealth/ Facebook Page: https://www.facebook.com/consortiumpw To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help! Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

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 with 25,000 employees, CSL is a global leader in life-saving medical innovations through its core businesses, including CSL Behring, CSL Plasma, CSL Seqirus, and CSL Vifor.

We explore its strong economic moat, financial health, and growth performance, including a 226% increase in dividends over the past decade. Despite recent share price dips, analysts view it as potentially undervalued by 20%.

Tune in as we discuss CSL’s long-term prospects, past returns (up 249% over 10 years), future earnings growth potential, and insights into its recent acquisitions and latest announcements.


Please Note: This is not a buy, nor sell, recommendation. This is general information only.

00:00 Introduction to Investor Motivation Podcast
00:11 Discussing CSL: An Australian Business Success Story
00:27 CSL’s History: A Legacy Since 1916
00:39 The Business Deep Dive: Episode 6
17:28 North American Market: CSL's Global Reach
17:49 Rachel’s Opinion: Hold on CSL?
18:04 Robert’s Investment Strategy: Dollar-Cost Averaging in CSL
18:41 Current Market Conditions & Stock Market Growth
19:02 CSL in the Context of an Aging Population
19:13 Where to Find More Information: Rachel and Robert’s Platforms
19:59 Conclusion & See You Next Time


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. 

----------------------------------------------------------------
More Freebies you should check out*

Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge*

https://www.consortiumpw.com.au/elearning/

*Follow us on our social media *

Website: https://www.consortiumpw.com.au/
Instagram: https://www.instagram.com/consortiumprivatewealth/
Facebook Page: https://www.facebook.com/consortiumpw

To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help!


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

14 0

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai4wQzZFNDlFNkI3MDBBMDcx

CSL Limited: A Deep Dive into an Australian Biotech Leader #csl

Investor Motivation 26 November, 2024 9:19 am

Education Bonds Explained: with Marie Lazar In this episode, we sit down with Marie Lazar from Futurity Investment Group to explore the incredible benefits of investment bonds for securing your children’s or grandchildren’s financial future. We discuss how these bonds not only provide tax-efficient growth but also offer valuable estate planning features, allowing you to set up a lasting legacy for your loved ones. Whether you're looking for a smart way to invest or seeking peace of mind with future planning, this episode is packed with insights that can help you make the right decisions for your family's financial wellbeing. --------------------------------------------------------------- *More Freebies you should check out** Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge* https://www.consortiumpw.com.au/elearning/ *Follow us on our social media * Website: https://www.consortiumpw.com.au/ Instagram: https://www.instagram.com/consortiumprivatewealth/ Facebook Page: https://www.facebook.com/consortiumpw To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help! Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

Education Bonds Explained: with Marie Lazar

In this episode, we sit down with Marie Lazar from Futurity Investment Group to explore the incredible benefits of investment bonds for securing your children’s or grandchildren’s financial future.

We discuss how these bonds not only provide tax-efficient growth but also offer valuable estate planning features, allowing you to set up a lasting legacy for your loved ones.

Whether you're looking for a smart way to invest or seeking peace of mind with future planning, this episode is packed with insights that can help you make the right decisions for your family's financial wellbeing.

---------------------------------------------------------------
*More Freebies you should check out**

Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge*

https://www.consortiumpw.com.au/elearning/

*Follow us on our social media *

Website: https://www.consortiumpw.com.au/
Instagram: https://www.instagram.com/consortiumprivatewealth/
Facebook Page: https://www.facebook.com/consortiumpw

To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help!


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

7 0

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai5CNTRCQzEzRUU4Mzc4OUIw

Education Bonds Explained: with Marie Lazar #financialplanning

Investor Motivation 22 November, 2024 5:07 pm

A Deep Dive into a Global Plumbing Leader: In this episode, we explore Reece Limited (ASX:REH), a $14.8 billion market cap company that has grown into a global leader in plumbing, waterworks, and heating and cooling products. Operating across Australia, New Zealand, and the United States with over 900 branches, Reece supplies a wide range of products to both commercial and residential customers. We discuss its history, economic moat, financial health, and growth performance, including how $10,000 invested in 2014 would now be worth $35,784 (growth only). Plus, we analyse key metrics like its debt-to-equity ratio, dividend payout, and insider activity. Tune in to learn what makes this 100-year-old company a standout in the industry! 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.  ---------------------------------------------------------------- More Freebies you should check out* Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge* https://www.consortiumpw.com.au/elearning/ *Follow us on our social media * Website: https://www.consortiumpw.com.au/ Instagram: https://www.instagram.com/consortiumprivatewealth/ Facebook Page: https://www.facebook.com/consortiumpw To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help! Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

A Deep Dive into a Global Plumbing Leader:

In this episode, we explore Reece Limited (ASX:REH), a $14.8 billion market cap company that has grown into a global leader in plumbing, waterworks, and heating and cooling products. Operating across Australia, New Zealand, and the United States with over 900 branches, Reece supplies a wide range of products to both commercial and residential customers.

We discuss its history, economic moat, financial health, and growth performance, including how $10,000 invested in 2014 would now be worth $35,784 (growth only). Plus, we analyse key metrics like its debt-to-equity ratio, dividend payout, and insider activity.

Tune in to learn what makes this 100-year-old company a standout in the industry!


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. 

----------------------------------------------------------------
More Freebies you should check out*

Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge*

https://www.consortiumpw.com.au/elearning/

*Follow us on our social media *

Website: https://www.consortiumpw.com.au/
Instagram: https://www.instagram.com/consortiumprivatewealth/
Facebook Page: https://www.facebook.com/consortiumpw

To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help!

Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

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YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai5FMTM2MTg4QjIyQjMwODIz

Investment Deep Dive: Reece Limited #investmentstrategies

Investor Motivation 21 November, 2024 1:29 pm

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