Fine Answers

Are you wondering how to secure your child or grandchild's financial future? Want to pass on more than just wealth, but the wisdom to use it wisely? Tune into episode 69 of the Fine Answers Podcast for essential insights!

In this episode, we uncover how a modest index fund, established for a 13-year-old, grew into a robust share and property portfolio by her 33rd year. It's a journey that illustrates the profound impact of early financial education and strategic family support.

We're unpacking a wealth of knowledge including:

• Early Financial Education: The pivotal role you play in introducing money management to the next generation.

• Supporting Family Finances: Proven ways to help your loved ones grow financially without risking your own security.

• Investment Accounts for Youth: How these accounts can shape a child's financial outlook for the better.

• Habitual Investing: Why regular contributions can set up a lifetime of financial health.

• Savings Match Programs: Using incentives to teach the value of saving and match their financial strides.

• Understanding Gifting and Lending: The benefits and risks of financial assistance.

• Seamless Wealth Transfer: How to navigate estate planning and wealth transition with ease.

• Guidance for Young Investors: The critical role of professional advice in financial growth.

Join Jay Burke and Ben Kemp as they guide you through these topics to help you lay a solid foundation for your family's financial success.

If you're ready to take the next step in financial planning for your family, reach out to Burke Britton Financial Partners at 0352217700 or email us at [email protected]. For more resources or to book a personal consultation, visit our website at www.bbfp.com.au. Schedule a 15-minute call with us directly through our scheduling link to see how we can assist in building a prosperous future for you and your loved ones.

Stay connected and join the conversation with us on Twitter, Instagram, and Facebook @BurkeBrittonFP. Share your journey and become a part of a growing community committed to financial education.

Don't miss out on this episode's valuable insights - subscribe now and empower your family with the knowledge to thrive. Share with other families and let's grow a future where our children not only inherit wealth but the expertise to manage it.

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.

Are you safeguarding your property investment? Uncover the critical importance of building inspections and quality control in this must-hear episode of the Fine Answers Podcast, featuring Jake Pitman, Managing Director of Manse Group. Your hosts, Jay Burke and Ben Kemp, navigate the often overlooked yet crucial aspects of construction consultancy with an expert who's reshaping industry standards.

Jake's story is not just about building consultancy; it's a cautionary tale showcasing what can go awry in construction projects without proper oversight. From his early beginnings in Horsham to his international exploits, leading up to the founding of Manse Group, Jake brings to light the pivotal role of meticulous contract reviews, stage inspections, and adept handling of disputes in construction.

This episode is a treasure trove of insights for anyone involved in or planning a construction project. Jake's experiences illuminate the potential pitfalls in building homes and investment properties, stressing why thoroughness is non-negotiable in such significant undertakings.

Before you lay the foundation for your dream home or investment property, arm yourself with knowledge that could save you from the horrors of construction gone wrong. Tune in for an episode filled with compelling personal anecdotes, expert advice, and essential strategies for ensuring your construction project's success.

Connect with Jake and the Manse Group for expert guidance and peace of mind in your building ventures:

• Manse Group Website
• LinkedIn
• Instagram
• Facebook

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.

Charlie Crozier is not your average tech Founder & CEO. Farm-raised on 7000 acres near the South Australian border, his roots are deep in soil, not silicon. But it's precisely this down-to-earth background that's powered up his drive for tech and doing right by the world, leading to the birth of VOLI.

In this episode of 'Fine Answers,' Jay kicks back with Charlie to riff on his journey through the wilds of medtech, finance, real estate, big data, and blockchain—experiences that all fed into VOLI, the platform that's putting real weight behind social impact.

We say hello to the VOLI App, Charlie's brainchild and your new go-to for giving back with impact. It's the Swiss Army knife for changemakers, matching you with giving gigs that fit your skills, making sure your good goes further.

From gritty start-up struggles to those fist-pump moments when it all comes together, this chats for anyone who's got fire for entrepreneurship, tech or making a dent in the universe.

For the latest updates and to join a community committed to positive change, subscribe to the VOLI newsletter and be a part of this inspiring movement.

• Follow VOLI on Instagram: VOLI on Instagram
• Connect with Charlie and VOLI on LinkedIn: VOLI on LinkedIn
• Discover more about VOLI and their mission at VOLI Global
• Watch their latest updates on TikTok: VOLI on TikTok

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 today's episode of Fine Answers, Ben Riddle, Director at Buxton Real Estate, joins Peter, Jay and Cindy to recount his transition from professional basketball to a remarkable career in real estate, emphasising the strategic moves and lessons that have marked his journey.

With a lens on Geelong's market, he offers an analytical perspective on current trends, potential shifts, and actionable insights for investors at all levels. Ben underscores the critical role of making well-informed decisions, the impact of financial planning on property investments, and how these elements can influence long-term success.

For the younger audience, Ben provides mentorship through advice on navigating the professional landscape with patience and perseverance. Addressing the challenges of home ownership, particularly for younger generations, he dissects market dynamics and economic factors, offering guidance and potential strategies to overcome these hurdles.

His dedication to community involvement shines through as he discusses his work with charities, advocating for corporate social responsibility and the positive ripple effects businesses can have on community initiatives.

This episode not only explores the depths of the real estate industry but also offers a glimpse into the ethos that drives Ben success and engagement in the Geelong community.

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• Email: [email protected]
• Mobile: 0401 447 755
• Office Email: [email protected]
• Website: Buxton Highton - Ben Riddle
• LinkedIn: Ben Riddle
• Instagram: Buxton Geelong Group

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.

Bridgette Kelly, Principal at Harwood Andrews, joins Jay on today's episode of Fine Answers. Bridgette, an accomplished family lawyer with a rich background in community involvement and a passion for philanthropy, shares her professional journey, her commitment to the community, and her passion for baking!

Raised in Geelong, Bridgette reflects on her evolution in the legal field, her specialisation in family law and her recent promotion to Partner at Harwood Andrews. She discusses the complexities of handling cases with commercial interests and her approach to achieving equitable resolutions outside the courtroom.

Jay and Bridgette reminisce on their collective efforts in founding the Geelong Young Professionals (GYP), discussing their shared commitment to fostering a vibrant professional community in Geelong.

Beyond her legal prowess, Bridgette shares her experiences in philanthropy and her involvement with P500, a collective giving initiative under the Geelong Community Foundation. She highlights the impact of small-scale philanthropy and the profound difference it makes in the community.

Bridgette opens up about her love for travel, her adventurous aspirations, and her unexpected yet successful foray into competitive baking!

Explore more about Bridgette and the topics discussed:

• Harwood Andrews: Visit Website
• P500 and Geelong Community Foundation: Explore Here
• Connect with Bridgette on LinkedIn: Bridgette's Profile
• Geelong Young Professionals https://gyp.net.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

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.

Today, we delve into the world of investment with Adam Dawes, Senior Investment Advisor at Shaw and Partners.

Possessing deep expertise and extensive experience in the Australian Stock Exchange, Adam imparts invaluable insights into the current market trends and investment strategies that are actively shaping the financial landscape.

Our discussion traverses Adam's journey from his early days in Canberra, starting in hospitality and transitioning to finance, and culminating at Shaw and Partners. Here, he has emerged as a prominent and respected voice in the Australian investment scene.

In this episode, we examine the impact of global events, such as the Russia-Ukraine conflict, on the market. We also consider the potential of burgeoning sectors like lithium and underscore the critical role of communication in nurturing client relationships.

Adam's optimistic outlook on future market trends, particularly concerning the growth in lithium and renewable energy sectors, offers listeners a glimpse into the emerging opportunities.

We delve into the collaborative partnership between Burke Britton and Shaw and Partners, highlighting how it has enhanced value for clients and underscoring our shared commitment to delivering premium financial advice and services to investors.

Explore more about Adam Dawes and his expertise:

• Shaw and Partners: Visit Website
• Connect with Adam Dawes on LinkedIn: Adam's LinkedIn Profile

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 us as we delve into the life and lessons of Alan Dobeson, a long-term Burke Britton client who has navigated an extraordinary journey both professionally and personally. Hosted by Jay and Peter Burke, this episode offers a unique look into Alan's storied history and his deep-rooted passion for customer service, leadership, and management.

Born and raised in Sydney, Alan's early life in Coogee laid the foundation for a diverse and impactful career. From humble beginnings to influential roles in the airline industry, including TAA, Australian Airlines, and Qantas, Alan's path is a testament to resilience and adaptability. His transition from the public service to handling the dynamic challenges of the airline industry and later roles in logistics management, paints a picture of a life rich in experiences and learnings.

But there's more to Alan than just his professional accolades. As a sports enthusiast, he's not only played cricket and rugby at high levels but also brought his leadership skills to the field as an international rugby referee, including a significant match that marked the end of apartheid in South African sports.

Most compelling, however, is Alan's unwavering dedication to customer service. In this episode, he shares valuable insights into his customer service philosophy, shaped by decades of front-line and management experience. His reflections on leadership, team management, and the importance of honest feedback resonate deeply, offering lessons that transcend industries.

As a long-term client, Alan's perspective is both enlightening and grounding. His journey, marked by dedication and a continuous quest for improvement, not only highlights the importance of strong client-advisor relationships but also underlines the value of experience and wisdom in personal finance.

Tune in to Episode 64 for an engaging conversation that's as much about financial insights as it is about the power of service, leadership, and personal growth.

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 the Fine Answers Podcast, we delve into the vital relationship between financial planning and legal services with Alice Growden and Nikita Chikohwa from Aspire Lawyers' Commercial Law Team. Our discussion highlights how both fields are essential in ensuring a secure future for clients.

Alice Growden, with her expertise in commercial law and debt-recovery litigation, and Nikita Chikohwa, who has shown remarkable growth from paralegal to lawyer, provide insights into their professional journeys and Aspire Lawyers' approach to legal services. They emphasize the importance of building strong, long-term relationships with clients and the commitment to providing personalized legal solutions.

The episode also covers the evolution of Aspire Lawyers in adapting to the changing landscape of legal services, including the shift towards more virtual interactions. Alice and Nikita touch on the significance of continuous learning and development within their team, which contributes to their diverse range of legal expertise.

This conversation offers a unique perspective on how legal services intricately weave into the fabric of financial planning, demonstrating the need for a cohesive approach to managing legal and financial matters.

Join us to gain valuable insights from the experiences of Alice and Nikita and learn how Aspire Lawyers is making a difference in the realms of law and finance.

• Aspire Lawyers Website: Aspire Lawyers
• Alice Growden's LinkedIn: Alice Growden LinkedIn
• Nikita Chikohwa's LinkedIn: Nikita Chikohwa LinkedIn
• Aspire Lawyers Instagram: Aspire Lawyers Instagram

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 today's episode of "Fine Answers" Delta and Jay delve into the multifaceted life of Georgia Agar, the founder and director of Agar Legal.

Raised in Benalla, rural Victoria, and schooled in Shepparton, Georgia's early life was a blend of academic pursuit and sporting excellence, being preselected for the Australian Olympic team in giant slalom skiing.

Georgia opens up about her journey from pursuing international business studies to finding her true calling in law, a path influenced by her father's legal practice. She gives us an inside look at the trials and triumphs of establishing Agar Legal in 2022, amidst the intricacies of family life, demonstrating how she juggles the roles of a lawyer and a mother.

With a focus on family and criminal law, Georgia sheds light on her dedication to guiding women through the complexities of legal challenges they face. Her commitment extends beyond the courtroom through her active involvement in community service, including her contributions to Barwon Legal and initiatives like Eat Up Australia that link back to her Shepparton roots.

Discover more about Georgia and Agar Legal:

• Website: Agar Legal
• Instagram: @agarlegal
• Community: Eat Up Australia

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.

Today, we're thrilled to have Peter Burke, Founder and Principal of Burke Britton Financial Partners, back from his captivating trip to Spain, where we explore the intersection of wealth and wanderlust.

In this episode, Peter shares his remarkable experiences from his recent journey through Spain, France, and Italy. He recounts the legacy trip to Cordoba, Spain, in honour of his partner's parents, and delves into the heart warming family moments and cultural explorations in cities like Madrid, Barcelona, and the southern coastal region. He also discusses his fascinating insights into the region's rich history, from Roman architecture to Muslim and Christian influences.

Peter reflects on the seamless operation of his business during his extended absence, highlighting the importance of building a reliable team and the concept of decentralized command. His ability to step away for a significant period without business disruptions is a testament to his leadership and the robust system he has established.

The conversation then shifts to financial planning, emphasising how Peter's trip aligns with the core philosophy of using financial resources to enable life experiences and personal fulfillment. He stresses the importance of using financial success not just as an end but as a means to enrich one's life and pursue passions.

Join us for this inspiring episode as Peter Burke not only shares his travel stories but also imparts valuable lessons on financial planning, lifestyle choices, and the beauty of embracing life's opportunities.

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.