Conversations on Wealth

Welcome to ‘Conversations on Wealth’ — a podcast series that explores financial complexities and modern strategies for the discerning investor. Brought to you by ROPAN Financial Services founders and advisors Jason Panozzo-Tile and Rodney Gilham, who share their cumulative years of experience helping people of all ages as they seek financial independence.

In this episode, Jason takes a back seat as we invite a special guest to provide an alternative insight. Local top-selling Real Estate agent Simon Burns from Latrobe First National joins Rodney and host John to discuss property as a key piece of the investment portfolio.

With Simon’s experienced input, we explore a wide range of property related topics with a particular lens on Latrobe Valley, where the ROPAN Financial Services are located.

Topics covered include the current market conditions, reflecting on the residual impacts of COVID-19 over the last few years, how finding value in the current market, commercial investment versus residential, forecasts for the coming period, and much about the state of the local property industry.

The land of financial advice, with lots of shamans and opinions can be hard to navigate. For some trustworthy, open, experience dialogue and debate, tune into future episodes of ‘Conversations on Wealth’ with host John, and advisors Rodney and Jason to educate yourself and make some informed decisions for your and your families financial wellbeing. Don’t forget also, if you’d like to discuss any of these topics with further, feel free to contact Rodney or Jason direct through their website, http://ropan.com.au

Disclaimer: Discussions within this podcast are of a general nature and do not constitute personal financial and investment advice. It is of critical importance to seek your own independent professional advice before making any investment decisions appropriate to your personal financial needs, situation and objectives.

Welcome to ‘Conversations on Wealth’ — a podcast series that explores financial complexities and modern strategies for the discerning investor. Brought to you by ROPAN Financial Services founders and advisors Jason Panozzo-Tile and Rodney Gilham, who share their cumulative years of experience helping people of all ages as they seek financial independence.

With so many changes across wide areas of the market, what is the effect on investment strategies, and in particular mum and dad (boomer) investors with their superannuation fluctuating around market movement?

Since our last podcast, we’ve seen unexpected rises in interest rates, record inflation, and other major global factors, providing volatility across a wide set of market sectors. Russian military activity, supply chain issues, residual effects from COVID lockdowns and so much more are causing trickle down effects on value in a range of ways. So from amongst all this, is there a light at the end of the tunnel, and why are we seeing a sense of optimism returning to the financial dialogue?

In this episode, Jason and Rodney share their viewpoints on all these issues, highlight insights based on their industry reading and industry research, and discuss anecdotes regarding post-pandemic economics and forecasts for the months ahead. Listen closely and you might just hear about Rodney’s fishing prowess in the local waters.

The land of financial advice, with lots of shamans and opinions can be hard to navigate. For some trustworthy, open, experienced dialogue and debate, tune into future episodes of ‘Conversations on Wealth’ with host John, and advisors Rodney and Jason to educate yourself and make some informed decisions for your and your families financial wellbeing. Don’t forget, if you’d like to discuss any of these topics further, feel free to contact Rodney or Jason direct through their website, http://ropan.com.au

Disclaimer: Discussions within this podcast are of a general nature and do not constitute personal financial and investment advice. It is of critical importance to seek your own independent professional advice before making any investment decisions appropriate to your personal financial needs, situation and objectives.

Welcome to ‘Conversations on Wealth’ — a podcast series that explores financial complexities and modern strategies for the discerning investor. Brought to you by ROPAN Financial Services founders and advisors Jason Panozzo-Tile and Rodney Gilham, who share their cumulative years of experience helping people of all ages as they seek financial independence.

Recorded as one long conversation and split over two parts, our latest episode delves into the many long term investment strategies and options available to the modern investor. Of course, what works for one person won’t necessarily work for another — thus the question is, what kind of investor are you? Strategic? Tactical? Future focussed, or something in between? And how has the COVID pandemic affected the outlook?

With superannuation as the king of the long-term safety-first strategy, we explore themes around other safe, traditional investment models like property or fund based shares, compared to more speculative assets such as crypto-currencies, rare collectibles, as well as common investments like shares, businesses and more.

The land of financial advice, with lots of shamans and opinions can be hard to navigate. For trustworthy, open, and experienced dialogue and debate, tune into future episodes of ‘Conversations on Wealth’ with host John, and advisors Rodney and Jason to educate yourself and make some informed decisions for you and your families financial wellbeing. Don’t forget, if you’d like to discuss any of these topics further, feel free to contact Rodney or Jason direct through our website, http://ropan.com.au

Disclaimer: Discussions within this podcast are of a general nature and do not constitute personal financial and investment advice. It is of critical importance to seek your own independent professional advice before making any investment decisions appropriate to your personal financial needs, situation and objectives.

Welcome to ‘Conversations on Wealth’ — a podcast series that explores financial complexities and modern strategies for the discerning investor. Brought to you by ROPAN Financial Services founders and advisors Jason Panozzo-Tile and Rodney Gilham, who share their cumulative years of experience helping people of all ages as they seek financial independence.

Recorded as one long conversation and split over two parts, our latest episode delves into the many long term investment strategies and options available to the modern investor. Of course, what works for one person won’t necessarily work for another — thus the question is, what kind of investor are you? Strategic? Tactical? Future focussed, or something in between? And how has the COVID pandemic affected the outlook?

With superannuation as the king of the long-term safety-first strategy, we explore themes around other safe, traditional investment models like property or fund based shares, compared to more speculative assets such as crypto-currencies, rare collectibles, as well as common investments like shares, businesses and more.

The land of financial advice, with lots of shamans and opinions can be hard to navigate. For trustworthy, open, and experienced dialogue and debate, tune into future episodes of ‘Conversations on Wealth’ with host John, and advisors Rodney and Jason to educate yourself and make some informed decisions for you and your families financial wellbeing. Don’t forget, if you’d like to discuss any of these topics further, feel free to contact Rodney or Jason direct through our website, http://ropan.com.au

Disclaimer: Discussions within this podcast are of a general nature and do not constitute personal financial and investment advice. It is of critical importance to seek your own independent professional advice before making any investment decisions appropriate to your personal financial needs, situation and objectives.

Conversation on Wealth — Episode 2: What constitutes a quality advisor?

Welcome to ‘Conversations on Wealth’ — a podcast series that explores financial complexities and modern strategies for the discerning investor – Brought to you ROPAN Financial Services.

Every industry professional has an opinion about what it takes to be the best in their industry — financial advice is no different. In our second episode, we ask Rodney and Jason, just what does it take to be a quality financial advisor in these modern times? What is best practice? What do the best advisors do to keep their tools sharper than others?

In this episode we’ll talk about the pathways people take to become a financial advisor, in particular, the educational standards, ongoing training and changing world of increased compliance.We touch on how it was done in the past, the various changes to remuneration structures over the years, and explore if things have changed for the better. For trustworthy, open, experience dialogue and debate, tune into future episodes of ‘Conversations on Wealth’ with host John, and advisors Rodney and Jason to educate yourself and make some informed decisions for your and your families financial wellbeing.

Conversation on Wealth — Episode 1: Is financial advice right for me?

Welcome to ‘Conversations on Wealth’ — a podcast series that explores financial complexities and modern strategies for the discerning investor – Brought to you ROPAN Financial Services.In our first episode, we get to know our hosts Jason Panozzo-Tile and Rodney Gilham, founders of ROPAN Financial Services Group, and a little about their cumulative experience over the years helping people of all ages as they seek financial independence.

We discuss questions many people may be asking themselves, such as: How important is a consistent financial strategy? Are you a smart and planned investor, or are you jumping from one fad to another? We hear about how timing matters based on your stage of life, and your willingness to expose yourself to risk, and how exposure to the share market, or digital currencies might affect someone’s investment plans. How has COVID-19 shaped the markets and financial management?

We’ll talk about the premise of getting investment advice in general — when is it a good time? What might you look for in a financial advisor? How does advice change throughout someone’s life? How do you navigate the investment market when there’s so many products out in the field?It’s a complicated world as our hosts will explore. The land of financial advice, with lots of shamans and opinions can be hard to navigate. For some trustworthy, open, experience dialogue and debate, tune into future episodes of ‘Conversations on Wealth’ with host John, and advisors Rodney and Jason to educate yourself and make some informed decisions for your and your families financial wellbeing.

Disclaimer:

Discussions within this podcast are of a general nature and do not constitute personal financial and investment advice. It is of critical importance to seek your own independent professional advice before making any investment decisions appropriate to your personal financial needs, situation and objectives.