In Episode 103, we tackle the often-overlooked but crucial topic of personal insurance. From life and disability cover to income protection and trauma insurance, we break down what each type of insurance does and, more importantly, how much coverage you might actually need. Learn the essentials of balancing risk, managing costs, and making informed decisions about what coverage is right for you and your family. Whether you're new to insurance or just need a refresher, this episode has got you covered!

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 102 of The Fine Answers Podcast, we explore one of the most critical financial questions: How much do you really need for retirement? Our hosts break down this seemingly complicated question and offer insight into retirement planning (or, as we prefer to call it, planning for the post-work phase of life). From passive income strategies to preparing for unexpected costs like aged care, this episode covers the essential steps to securing your financial future. Whether you're 10 years away from retirement or just getting started, this episode is packed with practical advice and real-world examples to help you plan with confidence.

Join us as we dive into everything you need to know about building your financial "bucket" and ensuring that your future is as comfortable and fulfilling as possible. Don't miss it!

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 insightful episode we dive deep into the complex world of aged care with our resident expert, Delta. We explore key considerations for families navigating the emotional and financial challenges of aged care planning, including whether parents need to sell their home to enter care, how to fund large accommodation deposits, and the importance of early conversations around estate planning and power of attorney. If you're worried about your parents' future care, this episode is packed with crucial advice on how to prepare, what to expect, and how to make informed decisions. Join us for a practical and compassionate discussion that's all about supporting your loved ones as they enter this new chapter of life.

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.

We're thrilled to celebrate our 100th episode with you, our incredible listeners and community. As a Geelong-based financial planning firm, we take immense pride in our close-knit relationships with clients and our commitment to our local community.

In this milestone episode, we want to take a moment to extend our heartfelt thanks to everyone who has been part of this journey. From our loyal listeners and clients to our dedicated team, your support and engagement have made reaching this landmark possible.

Join us as we celebrate this significant achievement and look forward to continuing to provide valuable insights and build stronger connections within our community. Thank you for being with us every step of the way. Here's to many more episodes ahead!

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.

Welcome back to another market update, your go-to source for the latest financial insights and market trends. In this special August 2024 update, we're thrilled to welcome two expert voices to the discussion: Ben Kemp from Burke Britton Financial Partners and Johnathan Tolub from Invest Sense.

Join us as Ben and Johnathan break down the key market movements and economic developments shaping the investment landscape this month. From shifts in global markets to emerging opportunities and potential risks, our guests will provide you with a comprehensive analysis to help you navigate these turbulent times.

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 "Where There's a Will, There's a Way" podcast, host Stefan from Coulter Legal is joined by Jay Burke from Burke Britton Financial Partners. They delve into Jay's background, both personal and professional, as a father of five and a director at Burke Britton Financial Partners. The discussion focuses on the intersection of estate planning and financial planning, emphasising the importance of relationships and problem-solving in these fields. Jay shares insights about the dynamic nature of financial planning, the challenges of adapting to technological and legislative changes, and the significance of client-centric approaches. The conversation also covers how financial planners and lawyers can collaborate effectively for the benefit of their clients, especially in estate planning. Jay's take on the necessity of action and personal responsibility in financial and estate planning rounds off the episode.

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/sche... 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 captivating episode, the team dives deep into the world of personality profiling, exploring how this powerful tool can revolutionize the way we communicate, collaborate, and navigate our personal and professional lives. Led by psychologist Stephen Smith, who has over 20 years of experience in private profiling, the discussion uncovers the four key personality types - Dominance, Influence, Steadiness, and Conscientiousness - and how understanding these traits can unlock new levels of self-awareness, emotional intelligence, and adaptability.

The conversation delves into the practical applications of personality profiling, from optimizing recruitment and team dynamics to enhancing client relationships and overcoming communication challenges. Listeners are taken on a journey of discovery, learning how our innate personality traits shape the way we perceive the world and interact with others, often within just the first few minutes of meeting someone.

Beyond the business realm, the episode also explores the fascinating science behind the formation of our memories and habits, revealing how profiling can help individuals break free from limiting patterns and embrace new possibilities. With engaging anecdotes, real-world examples, and insights from the team's own experiences, this episode offers a compelling and insightful look at the transformative power of personality profiling.

Prova Profiling: http://prova.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.

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.