Fine Answers

Today we are joined by Chief Executive Officer of Kids Plus, Shaun Cannon.

This episode comes two weeks out from The Kids+ Kite Festival celebrating community and inclusivity on Sunday October 2nd 2022 at Rippleside Park, Geelong. A fantastic event that we would encourage EVERYONE in Geelong to attend!

https://kidspluskitesfestival.com.au/

Based in Geelong, Kids Plus Foundation was founded in 2003 by parents of children living with neurological conditions, therapists, and concerned community members in response to the gap in access to quality and regular goal focused therapy for children with cerebral palsy, stroke or brain injury.

Today Kids Plus Foundation provides specialist physiotherapy, occupational therapy, speech pathology, music therapy and social work services to babies, children, and young adults with neurological physical disabilities as well as providing education, sporting, and employment pathways.

Shaun shares his background and passion for philanthropy, human rights, community, and advocacy for those less fortunate. From his appointment as CEO in 2014 Shaun has overseen an enormous transformation in the scale and methods of facilitating and providing support to children in need, culminating most recently with completion of a purpose-built specialty facility on the grounds of Deakin University Geelong and the establishment of the Kids+ Scholarship Program.

We discuss the origins of Burke Britton's involvement with Kids+, beginning in 2011 with Directors Peter and Jay Burke trekking Kokoda to raise funds, to 2022 where Peter Burke has joined the Kids+ board and in partnership with Burke Britton clients and the Future Generation Program donated more than $250,000 to Kids+.

More than money, Shaun encourages us to think about how we, as a community and individuals, can remove the barriers of participation for education, employment, and sport for all of those with a disability.

Kids+ facilitates two of the most iconic and well represented events on the Greater Geelong calendar in Kids+ Kite Festival and The Surf coast Trek. Check out both events via links below.

https://surfcoasttrek.com.au/

https://kidspluskitesfestival.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

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.

"It's funny how counterintuitive the markets are…The fact that you are more comfortable to invest when you've seen it performing really well, which means you end up investing at the peak. Yet you're scared to invest when it's going down, which is when it's cheapest. We should be teaching that shit at school."

Today we introduce two of the newest members of the Burke Britton team in Sam Coutts and Che Durran as they begin their Professional Year in their quest to become financial advisers.

Sam and Che share their decision making process in joining the finance industry, their first ever investments, what's surprised them about the industry, why financial planning should be taught at school, their thoughts on crypto & preferred areas of advice as well as their favorite podcast and secret skills.

We learn allot about the Che and Sam in this discussion but most importantly that Sam likes to talk and Che likes to listen.

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.

"The decision was virtually made for me at that point. But then when you start and look at what's required to go into permanent care, it's just huge! There was no way I could have done that on my own. In no way. Because, you are suddenly faced with, Where am I going to find that sort of money? Do we have that sort of money? What's invested? what's available? what's not available? You know, I had no idea. So that's when I handed it straight over to Peter." – Robin Purdey

Robin and Russell Purdey have been Burke Britton private clients and friends of Principal Peter Burke for the last 22 years.

In todays episode Robin takes us through her incredible life journey growing up the Western District of Victoria, moving to the Greek island of Corfu with her three young children following the death of her first husband, Russell's passion for microlight aviation, her love of nature and writing, the fears and uncertainty around Russell's deteriorating health in retirement and the decisions both personally and financially that she has navigated in the lead up to Russell entering Aged Care.

Robins story is honest and inspiring and will no doubt act as a guide for anyone in a similar situation with a loved one requiring Aged Care support. We would encourage anyone seeking guidance to listen to Fine Answers Episode 5 Aged Care Anxiety Vs Advice.

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.

"So many times, people will be talking to us and they're terrified about losing their home and think how can I afford it? This is normally an irrational worry given once we get the numbers we can give you some clarity around how it's going to work." – Peter Burke

Todays episode is with Directors and Certified Financial Planners Jay and Peter Burke.

Having provided specialised aged care advice for more than two decades Peter and Jay discuss the unprecedented growth in aged care related advice, support and education required for Australia's quickly ageing population.

They discuss the importance of seeking support early to navigate the emotive and complex nature of residential aged care, its impact on families, common misconceptions around funding accommodation and tips on how and when to seek advice.

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.

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] or visit our website at www.bbfp.com.au

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

In todays episode we are joined by Kelly Suvoltos Partnerships Coordinator at Geelong Mums.

After first volunteering in 2015, Kelly joined Geelong Mums two years later as our Teamwork Coordinator. With a background in event management, communications and marketing, Kelly is responsible for the workplace volunteering program, social media and partnerships.

The vision of Geelong Mums is a future where we waste less, share more and care for every child. They are a volunteer-powered charity based in Geelong that supports families Victoria wide. Their goal is to make sure children and families are happy, healthy and safe, and to save the earth's precious resources by re-homing, recycling, reusing and re-purposing as much as possible.

Geelong Mums work with and support existing social services and maternal health workers. Their volunteers ensure that all goods donated are of a good quality, in working condition, and adhere to the appropriate Australian safety standards. They give everything as a gift with no expectation of return.

Born and bred in Geelong, we explore Kelly's growth in the Geelong community coinciding with the phenomenal rise of Geelong Mums which was established in April 2013 by a group of five local mums led by Kate Betts. For the first 12 months Geelong Mums operated entirely as a volunteer group from a small shed and family homes helping more than 300 families. Today Geelong Mum's is powered by more than 600 volunteers with a goal support every Victorian child under age six that needs support.

To support Geelong Mums go to https://www.geelongmums.org for details on how to donate, volunteer or get your business involved.

Thursday 9th June 2022 is Giving Day where all donations will be TRIPLED! You can donate to giving day at https://linktr.ee/GeelongMums

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.

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] or visit our website at www.bbfp.com.au

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

Jay and Ben discuss the winners and losers from the 2022 Federal Budget through a Financial Planning lens.

Where Frydo and Scomo fall short on delivering a budget full of planning opportunities, Jay and Ben extract the most juice they can out of changes to pension minimums, first home buyer schemes, cost of living allowance and marginal tax rate changes.

Ben even takes the reins as Treasurer of the country for a day and lays out his own hypothetical budget and his plan for ensuring every Australian has access to quality advice.

We hope you enjoy this discussion

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.

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] or visit our website at www.bbfp.com.au

Welcome to Episode 3 of The Fine Answers Podcast. Today Jay Burke, Managing Director at Burke Britton Financial Partners is joined by colleague, friend, and Certified Financial Planner Ben Kemp.

We start by discussing the reluctance most people have, in discussing death and estate planning, and the risks this reluctance creates for families and finances.

We look at the fear of looming interest rate rises and what action people should be taking both now and in the future to benefit from them.

We unpack some client questions around how Baby Boomers can help their kids into an inflated property market.

And finally, we emphasise the importance of Spending up and doing things you want to do while you have the Window of "Time, Money, and Health" to enjoy.

We hope you enjoy this discussion.

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.

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] or visit our website at www.bbfp.com.au

Todays podcast is an extract from Burke Britton Financial Partners private client market update for February 28th 2022. Given the extraordinary circumstances unfolding in Ukraine and its impacts on markets we felt it important to give some insight into our thoughts on our clients portfolios, but also to encourage those who are not yet seeking advice to review their positions and be prepared to take advantage of the volatility and opportunity that will exist.

This conversation was hosted by Managed Director and Certified Financial Planner Jay Burke, Certified Financial Planner Ben Kemp and features Senior Investment Advisor Adam Dawes from Shaw and Partners. We discuss 2021 performance, current markets, profit season and opportunities in the market.

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.

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] or visit our website at www.bbfp.com.au

To celebrate Burke Britton Financial Partners 21st year we launch the "Fine Answers" podcast. We introduce our Founder and Principal Director, Peter Burke interviewed by his son, business partner and Managing Director, Jay Burke.

Peters takes us through his origin story, from humble beginnings in the Wimmera as one of eleven children, a Guinness World Record family, married at 19, career uncertainty, family tragedy, business mistakes, friendships and community involvement culminating at age 67 as one of the countries most successful and well respected Financial Advisers.

Peter explains what Financial Planning actually is, the evolution of advice and how crisis has and will continue to create opportunity for us all to be, and do better in business and in life.

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.

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] or visit our website at www.bbfp.com.au