Selling the Farm? 9 things you have to know beforehand

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 risk management. Discover low-cost options, diversification techniques, and insights into market dynamics. Learn how to navigate the investment world and achieve financial success… 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. 

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 investments for the long term, we’ll cover it all. Discover the joy of mastering your finances and gain a deeper understanding of the path to financial greatness. Tune in for a conversation filled with tips and guidance to make your financial journey both enjoyable and achievable! 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. 

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 maximise your Centrelink pension benefits while safeguarding assets for the surviving partner, including leveraging exemptions and exploring the Home Equity Access Scheme. Dive into estate planning considerations, including wills and superannuation strategies, and gain practical tips for navigating income and assets tests to maximise pension entitlements. Don’t miss out on expert insights to help you retire confidently.   MyValues website: https://www.myvalues.org.au/ 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.