investor motivation podcast

Smart investing: Strategies for 1K, 5K & 50K budgets

Updated on Podcast

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. 

 

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From Budgets to Bliss: Tips for Aussie Families

From Budgets to Bliss: Tips for Aussie Families

Updated on Podcast

Join us as we explore the financial journey of a typical Australian couple, late 30s, with two young children and an annual income of $150,000. With expenses at $70,000 annually, we discuss strategies for asset allocation, personal insurance, estate planning, inflation considerations, and children’s future needs. Tune in for insights that will help any Aussie household aiming for financial security and peace of mind. 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.