This episode dives into the must-know essentials for anyone looking to make smarter financial decisions. Whether you're a seasoned investor or just starting out, we cover how to navigate the complexities of financial planning with confidence. From avoiding common pitfalls to understanding the role of partnerships and professional advice, this conversation is packed with actionable insights to help you make informed and responsible financial moves.

What You'll Learn in This Episode:

How to avoiding costly mistakes by owning your financial decisions.

Key red flags in fraudulent trading and how to protect yourself.

Why generic advice isn't enough and when to consult the experts.

What to consider before diving into any financial solution or investment.

If you're looking to take control of your financial future with confidence, this is the episode for you. Tune in for practical advice and real-world insights!

In Episode 110, we sit down with Sarah Milgate, Darcy O'Rourke, and Ash Heslop from Geelong Young Professionals (GYP) to explore how they're reshaping the networking scene. These three dynamic individuals share their insights on making connections that matter, building inclusive events, and adapting to the challenges of a post-COVID world. If you've ever struggled with networking or want to create more meaningful relationships, this episode is packed with practical advice and fresh ideas.

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

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

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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 quarterly update, Ben Kemp from Burke Britton Financial Partners and Jonathan Tolub, Investment Director at InvestSense, unpack the latest insights from their Investment Committee meeting. Together, they explore market developments, portfolio adjustments, and the broader economic landscape.

This episode highlights:

• U.S. Political Shifts: How the surprising outcome of the U.S. elections, with Republicans taking control of all three branches, impacts global markets and investment strategies.
• Economic Implications: The potential challenges of policy changes, including the effect of immigration reforms on small to medium businesses and their broader market effects.
• Portfolio Adjustments: The strategic moves we've made to mitigate risks and capitalize on opportunities in a dynamic market environment.

Tune in to gain actionable insights to help you navigate uncertain markets. Subscribe now to stay informed and ensure your portfolio is prepared for what lies ahead. For more details, connect with us at Burke Britton Financial Partners or reach out to your adviser today!

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 109, we sit down with Tom and Grace Parfrey to explore how careful planning and a commitment to financial freedom have allowed them to create a lifestyle of flexibility and adventure. Over the past two years, the couple has navigated house-sitting and travel across Australia while balancing work commitments and long-term financial goals. Tom, a power systems specialist, and Grace, a Pilates instructor and property manager, share their journey from traditional work routines to a more purpose-driven life that allows them to focus on their future family and financial independence. This episode highlights how understanding your financial needs and values can help you break free from the conventional mold and design a life that works for you.

Links:

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 108, we're excited to have Damien McIntyre, CEO of GSF Funds Management, and Simone Newman, Key Account Manager at Antares GSF, as our special guests. Join us as they share their unique insights into the world of funds management, the evolution of GSF, and the importance of building relationships in the financial services industry. From discussing the foundations of GSF to navigating the complexities of the stock market, Damien and Simone provide a behind-the-scenes look at their career journeys and offer practical tips for thriving in today's financial landscape. Whether you're an aspiring finance professional or just curious about how the industry works, this episode is packed with valuable knowledge and personal stories.

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 107, we welcome back Michelle, General Manager of Read the Play, for her second appearance on the show. Michelle discusses the incredible work her organisation is doing in providing mental health education to young people through sporting clubs. From expanding programs for younger age groups to tackling critical issues like smoking, vaping, and underage drinking, Michelle shares how Read the Play is making a difference in communities. We also dive into the ambitious goals for the future, including reaching 7,500 participants by 2025. Whether you're passionate about mental health, youth development, or community impact, this episode is filled with inspiring stories and actionable insights.

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 106, we sit down with Andrew Paterson, Senior Mortgage Broker at Aussie Wide Financial Services, to discuss everything you need to know about navigating the world of home loans and property finance. From helping first-home buyers crack the property market to managing investment portfolios, Andrew shares insider tips on how to secure the best loan, avoid common mistakes, and build a strong financial foundation. Whether you're buying your first home or adding to your investment portfolio, this episode is packed with valuable advice for property enthusiasts at any stage

Aussie Wide: https://aussiewidefs.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 us for an inspiring and insightful episode as we sit down with Chris Davies, as his journey from his roots in South Australia and Geelong to the founding of EvoLogic, and how his career has evolved into helping other businesses thrive as an EOS Implementer.

In this episode, Jay and Chris dive deep into the world of AI tools, discussing how Otter and Copilot have revolutionized their transcription and show notes process, making it more efficient than ever.

Discover the secrets behind developing a unified company vision and implementing the Entrepreneurial Operating System (EOS) principles to create structure, accountability, and sustainable business growth. Chris passionately explains the six key components of the EOS model and how they can transform your organization.

We explore the importance of employee engagement by aligning people with the organization's values and mission, ensuring everyone understands their role and has clear expectations. Learn how to craft a compelling vision and values using both positive aspirations and "anti-values" that drive innovation and address industry challenges.

Don't miss this episode filled with practical tips, personal stories, and expert advice to help you elevate your business and achieve your goals. Tune in and get ready to be inspired!

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 104, we sit down with the esteemed Bernard Muir, a scholar with over 40 years of experience in medieval studies, to explore the fascinating world of medieval literature, history, and languages. Bernard takes us through his academic journey, his deep dive into Anglo-Saxon England, and the rediscovery of ancient texts. From the influences of Seneca on Shakespeare to the preservation of Latin literature during the Carolingian Renaissance, this episode is a treasure trove of historical insights. Whether you're a history buff or just curious about how ancient knowledge shapes our world today, this conversation is one you don't want to miss!

September 2024 Market Update featuring Sam Crompton, Jay Burke, and Ben Kemp:

Market Themes: - Interest rate cycle and its impact on valuations, currencies, and sector rotation - Potential for a "soft landing" vs "hard landing" as central banks navigate inflation - Importance of the upcoming US election and its implications for energy policy - Strength of the Australian economy driven by factors like immigration and the mining sector - Need for smoother government approvals to enable mining projects required for net-zero goals

Stocks and Sectors: - Hedging international equity exposure to benefit from a weaker US dollar - Increased focus on commodities like copper and uranium to play the net-zero transition - Lithium market dynamics, including oversupply and potential for a cyclical recovery - Mineral Resources and Paladin as investment opportunities in the uranium space - BHP as a diversified commodity play with significant copper exposure

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.