In this episode of the Grow Your Wealth podcast, host Travis Miller sits down with Jaki Virtue, an accomplished leader with over 25 years in the financial services sector, including senior roles in Sydney, London, and Hong Kong. From her unconventional start in an alternative school to becoming Co-Chief Operating Officer, Jaki shares her career journey, lessons in leadership, and passion for tackling big challenges. She discusses pivotal career moments, the value of backing yourself, and the importance of work-life balance. Jaki also offers candid advice for entrepreneurs, tips for long-term wealth creation, and insights on building resilient teams. This episode is a must-listen for anyone looking to lead with purpose, embrace calculated risks, and leave a lasting impact.

[00:00:00] - Introduction: Meet Jaki Virtue and Her Career in Financial Services

[00:02:32] - Early Life: From Kiama to a Hippie School and Transition to Mainstream Education

[00:05:10] - University Choices: Lessons Learned from PE Teaching to Finance

[00:08:21] - Landing in Investment Banking: Schroders Corporate Finance and Learning on the Job

[00:09:03] - Career Growth: COO Roles and Discovering Sol Patts’ Unique Culture

[00:11:13] - The Critical Role of a COO in Scaling Businesses

[00:12:11] - Influential Leaders: Lessons from Deutsche Bank Mentors

[00:15:51] - Driving Forces: Thriving on Challenges and Personal Risk

[00:18:51] - Advice for Entrepreneurs: Back Yourself and Build the Right Support Network

[00:23:42] - Career Philosophy: Taking Risks and Embracing Non-Linear Paths

[00:24:59] - Top Business Tips: Say Yes to Opportunities and Learn from Setbacks

[00:27:22] - Legacy: Building Resilience and Curiosity in the Next Generation

[00:29:38] - Long-Term Wealth: Invest in What You Understand and Know the People Behind It

[00:30:44] - Biggest Investment Mistake: Chasing Quick Wins Instead of Compounding Wealth

[00:32:14] - Closing Thoughts and Connecting with Jaki Virtue

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In this episode of the Grow Your Wealth podcast, host Travis Miller speaks with Grant Lovett, a seasoned financial markets expert whose career has spanned top-tier roles in New York, London, and Sydney. From his beginnings in public schooling in the Sutherland Shire to executive positions at UBS and the ASX, Grant shares his unconventional journey through accounting, trading, and public service—including a pivotal role as Chief of Staff to Hon. Joe Hockey. Grant opens up about managing mental health, the importance of mentorship, and his dedication to causes like the Black Dog Institute and the Story Factory. This insightful conversation covers everything from managing risk in volatile markets to advice for young professionals and entrepreneurs looking to break into finance. A must-listen for anyone interested in long-term wealth building, resilience, and living a meaningful life.

[00:01:50] – Career Snapshot: From UBS to ASX and Government Strategy

[00:03:04] – From Sutherland Shire to New York: An Unlikely Leap into Global Banking

[00:05:08] – Philanthropy and Advisory: Grant’s Current Focus

[00:06:37] – Key Mentors and the Value of Discipline in Finance

[00:08:14] – Personality Traits That Drive Success in Finance

[00:09:05] – Pivotal Career Moments and the Importance of Taking Chances

[00:11:30] – The Power of Fixed Income: Lessons from the GFC

[00:12:36] – What Drives Grant in Business and Life

[00:14:01] – Mental Health Journey: Giving Back to Black Dog Institute

[00:15:51] – Moving from Corporate to Entrepreneurship: Advice for Taking the Leap

[00:18:37] – Lessons from Failure: Document Everything and Plan Ahead

[00:22:11] – Making Decisions in Uncertain Markets

[00:23:16] – Tips for Graduates and Young Bankers

[00:25:38] – Lifelong Learning and Setting the Next Generation Up for Success

[00:27:24] – Career Advice Beyond University: Trades and Policy Shifts

[00:28:42] – Quickfire Questions: First Jobs, Advice, and Long-Term Wealth Tips

[00:32:05] – Final Thoughts and Connecting with Grant Lovett on LinkedIn

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In this episode of the Grow Your Wealth podcast, host Travis Miller sits down with Clayton Howes, the dynamic CEO and co-founder of MoneyMe. With a rich background in financial services, Clayton shares how his journey from Zimbabwe to Australia shaped his passion for entrepreneurship. He dives deep into the importance of capital structure, the power of product innovation, and the role of customer obsession in business success. From bold leadership lessons to tips on wealth creation and personal development, Clayton offers a compelling roadmap for aspiring founders and seasoned entrepreneurs alike.

[00:00:00] – Introduction: Clayton Howes on Chasing Legacy, Not Income

[00:03:07] – Early Years: Sport, School and Moving to Australia

[00:06:17] – Starting the Career: GlaxoSmithKline, Vodafone, and Embracing Innovation

[00:08:04] – Becoming an Entrepreneur: The Leap from Corporate to Startup

[00:09:40] – Influences and Mentors: Grandfather, Mother, and Richard Branson

[00:10:35] – Lessons in Hypergrowth: Capital Structure, Leadership, and Culture

[00:13:06] – What Capital Structure Really Means for a Lending Business

[00:15:10] – The Real Driver: Leaving a Lasting Impact Through Innovation

[00:17:29] – Technology and AI: Speed, Language, and Better Customer Service

[00:19:41] – Advice for Entrepreneurs: Act Fast and Surround Yourself with Talent

[00:21:44] – Relentless Customer Obsession: Think in Decades, Not Years

[00:24:10] – The Big Bumps: COVID, ASX Listing, and the Need for Diversification

[00:27:23] – Key Business Principles: Capital, Talent, and Customer Centricity

[00:28:24] – Legacy in Action: Democratizing Access to Capital

[00:29:40] – Life Beyond Work: Fitness, Family, and AFL Sponsorship

[00:32:23] – Tips for Wealth Creation: Invest Early and Avoid Lifestyle Creep

[00:33:04] – Work-Life Integration: Productivity in the New Era

[00:34:16] – Rethinking Time Management: Strategy for Life’s Most Valuable Asset

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In this episode of the Grow Your Wealth podcast, host Travis Miller chats with Simon Petris, co-founder of Revolution Asset Management. With an academic foundation in theoretical physics and a PhD in mathematics, Simon made a unique pivot into the world of banking and asset management. He shares how a chance opportunity at ANZ launched his finance career and the path that led him to roles at Challenger, CBA, and Westpac. Simon recounts the challenges and triumphs of founding Revolution Asset Management, now one of the leading private credit firms in Australia. This episode offers deep insights into private credit, the value of mentorship, and the courage required to leave corporate security for entrepreneurship.

[00:00:00] - Introduction: Simon's Academic Roots and Early Career Ambitions

[00:01:37] - From Physics to Finance: How a PhD Led to a Role at ANZ

[00:04:14] - Life on a Dealing Floor: From Academia to Derivative Trading

[00:06:37] - Growing Up in Melbourne: Family, Education, and Early Interests

[00:08:27] - Finding His Footing: Mentors and Key Career Moves

[00:09:54] - Challenger and Cap Stream: Learning from Industry Veterans

[00:12:03] - Westpac Years: Portfolio Management and Investment Strategy

[00:13:05] - Lessons in Capital Raising and Boutique Fund Formation

[00:16:03] - Taking the Leap: Starting Revolution with Family Support

[00:17:23] - Scaling Up: Revolution’s Rise to $3.4 Billion in Assets

[00:18:12] - Private Credit’s Evolution: From Obscurity to Mainstream

[00:19:17] - What Drives Simon: Competition, Education, and Trust

[00:21:00] - Advice for Students: Networking and Staying Flexible

[00:22:57] - Advice for Entrepreneurs: When to Leave and When to Leap

[00:24:04] - Career Reflections: Openness, Listening, and Judgement

[00:25:20] - Setbacks and Resilience: Learning from Failure

[00:25:33] - Life Tips for the Next Generation: Relationships and Adaptability

[00:26:06] - Defining Success: Professional Purpose and Personal Balance

[00:27:07] - First Jobs and Formative Work Experiences

[00:28:01] - Investment Philosophy: Accountability and Index Realities

[00:29:19] - Public vs. Private Markets: Allocating Capital Strategically

[00:30:20] - Outside the Office: Sport, Family, and Fishing Adventures

[00:31:47] - Partner Dynamics: Making Revolution Work

[00:32:23] - Final Thoughts and Connecting with Simon Petrus on LinkedIn

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In this episode of the Grow Your Wealth podcast, host Travis Miller chats with Harry Hyslop, a dynamic force in the world of property origination and private credit. Harry shares his journey from the northern beaches of Sydney to leading real estate investment deals and building a reputation in Australia’s evolving private credit market. They dive into lessons from early career risks, the value of relationships, and how hustle and local insight drive success in origination. Harry also offers practical advice on creating long-term wealth, the importance of calculated risks, and the mindset needed to thrive in entrepreneurial finance. A must-listen for anyone interested in the intersection of real estate, private credit, and building lasting investor value.

[00:00:00] - Introduction: Meet Harry Hyslop and His Path in Real Estate

[00:01:28] - From Manly to Finance: Surfing, Study, and Social Networks

[00:03:00] - Early Career: Property Consulting, Colliers, and Exposure at JLL

[00:04:35] - Discovering Capital Markets: Relationships, Revenue, and Reputation

[00:06:05] - Mentors and Influences: Family, Guidance, and Career Shifts

[00:07:37] - Taking the Leap: Moving to Private Credit and Entrepreneurial Risk

[00:09:20] - The Evolution of Private Credit: Market Growth and Maturity

[00:10:31] - Pivotal Moments: Confidence, Appointments, and Fear as Motivation

[00:12:08] - What Drives Success: Deals, Money, and the Adrenaline of Origination

[00:13:15] - Advice to the Young: Learn, Build a Network, and Take Educated Risks

[00:14:12] - Navigating Challenges: Syndication, Capital, and Market Volatility

[00:16:19] - Structuring for Uncertainty: Exit Strategies and Clear Communication

[00:17:06] - Documentation is Power: Managing Risk Through Terms

[00:18:09] - Top Tips for Origination: Hustle, Market Insight, and Constant Learning

[00:20:15] - Private Market Edge: Information Advantage and Qualitative Inputs

[00:21:13] - What Success Looks Like: Asymmetric Returns and Investor Alpha

[00:22:23] - Building a Legacy: Growth Mindset, Colleagues, and Future Aspirations

[00:25:00] - Quickfire Round: First Job, Best Advice, and Driving Long-Term Wealth

[00:28:02] - Common Mistakes: Overleveraging and the Risk of Inaction

[00:29:05] - Life Outside of Work: Engagement, Surfing, and Balance

[00:29:34] - Final Thoughts and Connecting with Harry on LinkedIn

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In this episode of the Grow Your Wealth podcast, host Travis Miller sits down with Ed Burns, a seasoned investment professional with over two decades of experience across global markets. From his early days in Adelaide to working in London and Sydney, Ed shares his journey in financial services, including his time at UBS and other top-tier firms. He discusses alternative assets, structured products, and the art of managing risk in volatile markets. Ed also shares his thoughts on the importance of networking, mentorship, and navigating pivotal career moments. This episode is a must-listen for investors looking to gain insights into alternative investments, market cycles, and long-term wealth creation.

[00:00:00] - Introduction: Meet Ed Burns and His Career in Investment Markets

[00:05:20] - From Adelaide to London: Taking a Career Risk and Breaking Into Finance

[00:12:30] - Navigating Investment Banking: What a Day in the Markets Looks Like

[00:18:50] - The Role of Alternative Assets: Structured Products and Non-Linear Payoffs

[00:24:10] - Managing Risk: Lessons from the GFC and Market Cycles

[00:30:45] - The Power of Networking: Building Relationships in the Finance Industry

[00:36:15] - Advice for Entrepreneurs: Taking the Leap and Understanding Market Trends

[00:42:10] - Common Investment Mistakes: Chasing Trends vs. Long-Term Thinking

[00:47:35] - The Future of Markets: AI, Investment Strategies, and Emerging Trends

[00:52:20] - Final Thoughts and Connecting with Dan Burn

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In this episode of the Grow Your Wealth podcast, host Travis Miller speaks with David Harland, a financial consultant and family business specialist with decades of experience across banking, wealth management, and intergenerational transitions. David shares his journey from working in his family business to becoming a banking professional and, later, a global consultant helping families navigate the complexities of wealth succession. He discusses the challenges of family business governance, the importance of purpose-driven entrepreneurship, and the keys to long-term wealth preservation.

[00:00:00] - Introduction: Meet David Harland and His Journey in Finance

[00:05:10] - Growing Up in a Family Business: Early Lessons in Leadership

[00:12:30] - From Banking to Consulting: A Career Pivot Towards Family Wealth Management

[00:18:55] - Working with Families: Managing Succession, Governance, and Transition

[00:24:20] - The Psychology of Wealth: Why Alignment and Communication Matter

[00:30:50] - Entrepreneurial Insights: Lessons from Running a Family Office

[00:36:25] - Expanding into Asia: Understanding Cultural and Regional Differences

[00:42:10] - Resilience in Business: Overcoming Challenges and Learning from Failures

[00:47:35] - Advice for Entrepreneurs and Family Business Owners

[00:52:20] - Final Thoughts and Connecting with David Harland

iPartners Website: www.ipartners.com.au

Register Here: https://ipartners.iplatforms.com.au/register/register-as-wholesale/

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In this episode of the Grow Your Wealth podcast, host Travis Miller sits down with Peter Jolly, an experienced economist with a deep understanding of financial markets. From his early career at the Reserve Bank of New Zealand to leading economic research in major financial institutions, Peter shares valuable insights into market trends, risk management, and economic forecasting. He discusses inflation, interest rates, and the key indicators that drive financial decision-making. This episode is packed with lessons on navigating uncertainty, making data-driven decisions, and understanding the evolving role of AI in financial analysis.

This episode was recorded in November 2024.

[00:00:00] - Introduction: Meet Peter Jolly and His Career in Economics

[00:05:15] - From Agricultural Science to Economics: Finding a Career Path

[00:12:40] - Working at the Reserve Bank: Lessons in Monetary Policy and Market Trends

[00:18:55] - Transition to the Private Sector: Moving into Financial Markets

[00:24:20] - Key Economic Indicators: Understanding Inflation, Labour Markets, and Interest Rates

[00:30:50] - Forecasting Markets: The Challenges of Making the Right Call

[00:36:25] - Hiring, Leadership, and Building Strong Research Teams

[00:42:10] - AI and Financial Markets: The Role of Technology in Economic Research

[00:47:35] - Advice for Young Economists and Investors

[00:52:20] - Final Thoughts and Connecting with Peter Jolly

iPartners Website: www.ipartners.com.au

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In this episode of the Grow Your Wealth podcast, host Travis Miller speaks with Kieran Berry, co-founder of River X Wealth Management. Kieran’s inspiring story takes us from his early days growing up in Campbelltown to becoming a successful entrepreneur and wealth manager. With no formal university education, Kieran entered the workforce young, bought his first property at 19, and carved out a unique path in wealth management. He shares insights on building a client base, embracing alternative asset classes, and the mindset required to back yourself and take risks.

[00:00:00] - Introduction: Meet Kieran Berry and His Wealth Management Journey

[00:05:20] - From Campbelltown to Bondi: Early Life and Career Beginnings

[00:12:30] - Embracing Risk: Starting in Wealth Management with No Client Book

[00:18:45] - Innovating in Alternatives: A Fresh Approach to Investment Strategies

[00:24:10] - Building Riverex: From Start-Up to Scalable Success

[00:30:00] - Lessons Learned: Backing Yourself and Managing Challenges

[00:35:50] - Balancing Life and Business: Fitness, Family, and Focus

[00:41:15] - Kieran’s Advice: Long-Term Wealth Strategies and Avoiding Common Mistakes

Connect with us:

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In this special episode of the Grow Your Wealth podcast, we take a look back at the most impactful moments from our 2024 episodes. Featuring insights from some of our top guests, this compilation covers pivotal career lessons, business strategies, and personal reflections that can inspire and guide entrepreneurs and investors alike.

00:00:00] - Frank Greeff: Becoming CEO at 27 and Leading Through Change

[00:10:30] - Jason Huljich: Turning Adversity into Opportunity

[00:21:45] - Charlie Viola: Lessons From Navigating Market Cycles

[00:18:20] - Christian Ryan: Understanding Risk

[00:41:00] - Charlie Puchala: Pioneering Success in the Development Sector

[00:51:10] - Drew Bradford: Mastering The Art of Hiring

[01:00:10] - Ivan Colhoun - Mastering Decision Making

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