Fine Answers

Episode 98 of the Fine Answers Podcast features a special guest - Adam Dawes, senior investment advisor at Shaw and Partners, who is making his third appearance on the show. Adam shares his insights on the current state of global and domestic markets, discussing topics such as:

The potential impact of the upcoming US election and the risks posed by geopolitical tensions, particularly around Taiwan and semiconductors

The outlook for interest rates and inflation, and how this may affect different sectors and demographics

Opportunities in the Australian market, including in commodities like copper and uranium, as well as the challenges facing the banking sector

The growth of the equity-focused podcast industry and the potential conflicts of interest that can arise from their business models

Throughout the discussion, Adam provides his expertise on navigating the current market environment and identifying quality investment opportunities, while also addressing the challenges of serving clients with varying investment needs and risk profiles. This episode offers valuable insights for investors looking to stay informed and make strategic decisions in the current market climate.

Shaw and Partners: https://www.shawandpartners.com.au/

Find Us:

Facebook: https://www.facebook.com/burkebrittonfp/

Instagram: https://www.instagram.com/burkebrittonfp/

TikTok: https://www.tiktok.com/@burkebrittonfp

Podcast: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

In episode 97, we sit down with Lee Wisniewski, the owner of Fidget Finance, a boutique mortgage broker business based in Geelong. Lee shares his fascinating journey from fitness to finance, including how a brain hemorrhage in 2008 led him to reevaluate his career and eventually start his own mortgage brokerage.

Lee provides valuable insights into the mortgage finance industry, including the impact of rising interest rates, the importance of systems and processes in scaling a business, and the key advantages of using a mortgage broker versus going directly to a bank. He also discusses hot topics like accessing home equity, government schemes for first-time buyers, and his top tips for those looking to get into the property market.

This episode is a must-listen for anyone interested in the world of mortgage finance, real estate, and small business growth. Join us with an in-depth look at the mortgage industry from the perspective of an experienced and successful broker

Fidget Finance: https://www.fidget.com.au/

Find Us:

Facebook: https://www.facebook.com/burkebrittonfp/

Instagram: https://www.instagram.com/burkebrittonfp/

TikTok: https://www.tiktok.com/@burkebrittonfp

Podcast: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Our hosts Jay and Delta welcome psychologist Narelle Clark to share her unconventional path to her dream career. After starting in the business world, Narelle finds her calling to psychology but life keeps presenting obstacles. Just as she's ready to enroll in her degree, she meets her future husband!

Juggling study, work and starting a family, Narelle's determination sees her through 16 years of education. But will motherhood derail her goals? Tune in as Narelle's redundancy from Target sparks a turning point, and an unexpected job ad leads her to mentoring under the renowned Cheryl Graham.

We follow Narelle's journey building her own successful private practice, only for a global pandemic to threaten everything. How does she pivot to survive and continue helping clients? Narelle also offers insightful perspectives on societal issues impacting youth mental health.

Through humor and honesty, Narelle shares how serendipity and support from others helped her fulfill her dream of helping others through psychology. An inspiring story of following your passion against the odds.

Share and Care Psychology:

https://www.sharecarepsychology.com.au/

Find Us:

Facebook: https://www.facebook.com/burkebrittonfp/

Instagram: https://www.instagram.com/burkebrittonfp/

TikTok: https://www.tiktok.com/@burkebrittonfp

Podcast: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Join our hosts, Jay and Ben, as they sit down with special guest Jonathan Tulub from Investsense for an enlightening panel discussion on the intricacies of the financial services industry. Our experts share their wealth of experience and insights, highlighting the importance of a clear investment philosophy, building strong client relationships, and staying ahead of technological advancements.

In this episode, we explore the significant advantages of Separately Managed Accounts (SMAs) for both clients and financial advisors, including tax benefits and direct asset ownership. The panel emphasizes the critical role of transparency, communication, and mutual understanding between investment committees, advisors, and clients, ensuring long-term success through effective valuation and diversification strategies.

Jonathan shares his personal journey in the investment world, from studying and working across the globe to establishing a successful career in Australia. He discusses his collaborative approach to investment decisions, maintaining alignment with client needs, and the structured process of implementing decisions through investment committees.

Discover the benefits of SMAs, the importance of transparent and effective communication, and the need for a forward-looking investment philosophy. Learn how to navigate the complexities of the financial services industry with insights on risk management, valuation methodologies, and the discipline required for successful long-term investing.

Find Us:

Facebook: https://www.facebook.com/burkebrittonfp/

Instagram: https://www.instagram.com/burkebrittonfp/

TikTok: https://www.tiktok.com/@burkebrittonfp

Podcast: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Join hosts Ben Kemp and Jay Burke, along with special guest David Busoli from SMSF Alliance, on this enlightening episode of Fine Answers as they explore the ever-evolving landscape of the financial services industry. From discussing the importance of better planning and organization to delving into the intricacies of managing self-managed super funds (SMSFs), Ben, Jay, and David provide a comprehensive overview of the challenges and opportunities facing professionals in the field.

Listeners are invited to gain valuable insights into the value of family group meetings for SMSF clients and the significance of addressing niche topics such as managing share trades and cost base accounting efficiently. Through engaging dialogue, Ben, Jay, and David share their experiences and insights on managing SMSFs, including the evolution of the industry, the role of administrators, and the challenges of investing in today's market.

Additionally, Ben, Jay, and David emphasize the importance of considering trustee duties in estate planning and highlight the need for improving SMSF platforms to better serve clients. From action items such as reviewing pension module functionalities to engaging lawyers for trust deed reviews, Ben, Jay, and David offer practical steps to enhance client communication and streamline financial management processes.

Tune in to Fine Answers for a thought-provoking discussion on navigating the complexities of financial services, where Ben, Jay, and David provide expert insights and actionable advice to help listeners succeed in today's dynamic industry.

Our Links:

Facebook: https://www.facebook.com/burkebrittonfp/

Instagram: https://www.instagram.com/burkebrittonfp/

TikTok: https://www.tiktok.com/@burkebrittonfp

Podcast: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU

SMSF Alliance:

Website: https://www.smsfalliance.com.au/

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP

In this episode of Fine Answers, Jay Burke and Ben Kemp provide invaluable insights into the importance of understanding client needs when developing investment strategies. With a keen focus on holistic financial planning, Jay and Ben emphasize the necessity of looking beyond immediate advice and considering clients' broader financial goals and circumstances.

Through thoughtful discussion, Jay and Ben underscore the significance of reassessing client needs over time and adjusting investment strategies accordingly. They delve into the complexities of managing and investing large sums of money, addressing factors such as debt management, asset expenses, emergency funding, and long-term financial objectives.

From developing sample client scenarios to reaching out to referral partners to explain the full scope of financial planning services, Jay and Ben outline actionable steps to enhance the client-advisor relationship and provide comprehensive financial guidance.

Listeners are invited to join the conversation as Jay and Ben discuss investment strategies for clients with lump sums, financial planning for individuals with significant assets, and the importance of seeking impartial advice in business. Whether you're a seasoned investor or new to financial planning, this episode offers practical advice and actionable strategies to help you achieve your financial goals.

Tune in to Fine Answers for a deep dive into the world of financial planning and investment advice, where Jay and Ben shed light on the path to financial success through understanding, empathy, and strategic decision-making.

Our Links:

Facebook: https://www.facebook.com/burkebrittonfp/

Instagram: https://www.instagram.com/burkebrittonfp/

TikTok: https://www.tiktok.com/@burkebrittonfp

Podcast: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU

Links:

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Join hosts Jay and Ben along with special guest Jonathan Tolub, Director at InvestSense, for an in-depth market update on this episode of Fine Answers. As partners at Burke Britton Financial Partners, Jay and Ben collaborate with InvestSense to provide clients with expert investment management solutions.

In this episode, Jay, Ben, and Jonathan discuss recent market trends, emerging opportunities, and strategies to navigate market volatility. With their combined expertise in financial markets, institutional investment consulting, and portfolio management, they offer valuable insights into current market dynamics and potential investment risks.

Tune in as they explore key themes affecting global markets, from geopolitical tensions to economic indicators and industry trends. Jonathan shares InvestSense's approach to constructing resilient investment portfolios that align with clients' financial goals and risk tolerances.

Whether you're a seasoned investor or new to the market, this episode equips you with actionable strategies to thrive in uncertain times. Jay, Ben, and Jonathan provide practical advice on asset allocation, diversification, and long-term investment planning, empowering listeners to make informed decisions in today's ever-changing market environment.

Stay ahead of the curve with Fine Answers as Jay, Ben, and Jonathan delve into the intricacies of market analysis and investment management. Tune in for expert insights and actionable strategies to navigate the complexities of today's financial landscape.

Links:

Investsense: https://www.investsense.com.au/

Find Us:

Facebook: https://www.facebook.com/burkebrittonfp/

Instagram: https://www.instagram.com/burkebrittonfp/

TikTok: https://www.tiktok.com/@burkebrittonfp

Podcast: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

In this episode of Fine Answers, hosts Ben Kemp and Jay Burke dissect the latest budget update and tax changes, offering valuable insights into how these developments impact individuals, small businesses, and retirees. From the introduction of a new paid superannuation scheme for parental leave payments to tax adjustments effective from July 2024, Ben and Jay break down the complexities of the financial landscape with clarity and expertise.

Listeners are treated to a comprehensive overview of the budget updates, including changes to Centrelink payments and policies, tax bracket adjustments, and the implications for pensioners and carers. Ben and Jay also delve into tax planning strategies for individuals and small businesses, emphasizing the importance of consulting with an accountant to optimize tax efficiency.

From managing student debt to navigating tax implications, Ben and Jay provide practical advice and actionable strategies to help listeners navigate economic uncertainty and make informed financial decisions. Whether you're a parent planning for parental leave or a small business owner seeking tax-saving opportunities, this episode equips you with the knowledge to navigate the evolving financial landscape with confidence.

Join Ben and Jay on Fine Answers as they unravel the intricacies of tax planning, budget updates, and financial management, empowering listeners to make the most of their financial resources and achieve their long-term goals. Tune in for expert insights and practical advice that demystifies the world of finance and helps you thrive in today's dynamic economy.

Our Links:

Facebook: https://www.facebook.com/burkebrittonfp/

Instagram: https://www.instagram.com/burkebrittonfp/

TikTok: https://www.tiktok.com/@burkebrittonfp

Podcast: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

In this episode, Che shares his recent experience of entering the property market for the first time, discussing the planning, challenges, and decisions involved in securing his first home. Guided by host Jay Burke, the two financial planners discuss the trials and tribulations of buying your first home. From navigating deposit requirements to considering future investment opportunities, Che provides valuable insights for first-time homebuyers through his personal experience.

Articles Discussed:

• Navigating Deposit Requirements: A Guide for First-Time Homebuyers

• Investment Opportunities in the Property Market: What First-Time Buyers Need to Know

• Personal Experiences of First-Time Homebuyers: Insights and Lessons Learned

Our Links:

Facebook: https://www.facebook.com/burkebrittonfp/

Instagram: https://www.instagram.com/burkebrittonfp/

TikTok: https://www.tiktok.com/@burkebrittonfp

Podcast: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.