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

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 welcomes Guy Fergusson, founding partner at Centennial Partners, an independent corporate finance advisory firm based in Sydney. From growing up on a family farm in Central West NSW to a successful career in corporate finance, Guy shares his inspiring journey. He reflects on the pivotal moments that shaped his career, including his time at UBS and Deutsche Bank, the founding of Centennial Partners, and his passion for private credit markets. Guy discusses the importance of resilience, collective thinking, and maintaining balance in life while navigating high-pressure roles.

[00:00:00] - Introduction: Meet Guy Fergusson and His Journey

[00:04:35] - From Farm to Finance: Early Life and Career Beginnings

[00:11:15] - Navigating Corporate Finance: Lessons from UBS and Deutsche Bank

[00:18:45] - The Centennial Partners Story: Building an Advisory Firm

[00:24:30] - Insights into Private Credit Markets and Financial Innovation

[00:30:50] - Career Pivots: Reinventing and Reinvigorating Post-Corporate Roles

[00:36:15] - Balancing Life and Work: Family, Fitness, and the Outdoors

[00:42:05] - Advice for Aspiring Entrepreneurs and Professionals

[00:47:30] - Final Thoughts and Connecting with Guy Fergusson

iPartners Website: www.ipartners.com.au

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

iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd

Follow Travis Miller: https://www.linkedin.com/in/travismilleripartners

In this episode of the Grow Your Wealth podcast, host Travis Miller sits down with Bill Brown, CIO of Terrace Towers. Bill shares his journey from Boston, where he was inspired by his father’s actuarial career, to navigating Wall Street at Salomon Brothers and later transitioning to Australia’s family office sector. With over 14 years of experience managing a diverse portfolio, Bill discusses the importance of financial literacy, navigating private and public markets, and the role of mentors in his career. This episode is packed with insights on managing investments, fostering long-term wealth, and balancing work with personal passions.

[00:00:00] - Welcome and Introduction: Bill’s Career and Early Influences

[00:05:30] - Lessons from Wall Street: Salomon Brothers and the 80s Boom

[00:12:45] - Transition to Australia: Family Office Investing

[00:19:20] - Managing Public and Private Markets: Insights and Strategies

[00:24:50] - Financial Literacy: Why It’s Critical for All Investors

[00:31:10] - Career Lessons: The Importance of Mentors and Networks

[00:37:05] - Personal Passions: Sports, Golf, and Family Life

[00:42:15] - Final Tips for Building Long-Term Wealth

iPartners Website: www.ipartners.com.au

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

iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd

Follow Travis Miller: https://www.linkedin.com/in/travismilleripartners

In this episode of the Grow Your Wealth podcast, host Travis Miller sits down with Mark Sherwood, a seasoned investment strategist and educator. Mark shares his career journey, from early beginnings in university to navigating financial markets across Asia during the GFC. Known for his keen insights into market cycles and investment strategy, Mark discusses the importance of consistency, long-term planning, and avoiding common investment pitfalls. Listeners will gain valuable advice on asset allocation, wealth-building tips, and balancing work-life commitments.

[00:00:00] - Mark's Background and Early Influences

[00:05:10] - Consistent Investing: Mark's Wealth-Building Approach

[00:12:45] - Lessons from the GFC and Overseas Market Insights

[00:18:30] - Moving Beyond Big Banks: Mark’s Shift to Private Wealth

[00:23:50] - Communicating with Investors and Mentoring the Next Generation

[00:28:15] - Investment Tips: Sizing Bets and Managing Risk

[00:33:40] - Work-Life Balance and Personal Routines for Success

[00:38:20] - Quickfire Questions: Early Career, Family, and Passions Outside of Work

[00:45:00] - Final Thoughts and Connecting with Mark Sherwood on LinkedIn

Follow Mark:

https://www.linkedin.com/in/mark-sherwood-06601952/

iPartners Website: www.ipartners.com.au

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

iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd

Follow Travis Miller: https://www.linkedin.com/in/travismilleripartners

In this episode of the Grow Your Wealth podcast, host Travis Miller speaks with Andrew Lee, CEO of Wormald, one of Australia’s leading fire protection companies. Andrew shares his incredible journey of navigating the multi-million dollar losses at Wormald and the challenges of rebuilding a 135-year-old business. From his start at Chubb Security to stepping into a leadership role at Wormald, Andrew reveals the lessons learned, pivotal moments in his career, and strategies for long-term success. Listen in for insights into team management, business sustainability, and how to make bold career moves.

[00:00:00] - Welcome and Andrew's Background: From Chubb Security to Wormald

[00:05:07] - Rebuilding Wormald: Challenges and Key Lessons

[00:10:45] - Andrew’s Pivotal Career Moments and Making Tough Decisions

[00:18:21] - Managing Large-Scale Projects and Sleepless Nights

[00:24:30] - Tips for Entrepreneurs: Problem Solving and Team Building

[00:31:12] - Andrew’s Advice for Building Long-Term Wealth

[00:35:43] - Work-Life Balance: How Andrew Spends His Free Time

[00:40:01] - Final Thoughts and Connecting with Andrew Lee on LinkedIn

Follow Andrew:

https://www.linkedin.com/in/andrew-lee-5b80596

iPartners Website: www.ipartners.com.au

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

iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd

Follow Travis Miller: https://www.linkedin.com/in/travismilleripartners

In this episode of the Grow Your Wealth podcast, host Travis Miller speaks with Andrew Lee, CEO of Wormald, one of Australia’s leading fire protection companies. Andrew shares his incredible journey of navigating the multi-million dollar losses at Wormald and the challenges of rebuilding a 135-year-old business. From his start at Chubb Security to stepping into a leadership role at Wormald, Andrew reveals the lessons learned, pivotal moments in his career, and strategies for long-term success. Listen in for insights into team management, business sustainability, and how to make bold career moves.

[00:00:00] - Welcome and Andrew's Background: From Chubb Security to Wormald

[00:05:07] - Rebuilding Wormald: Challenges and Key Lessons

[00:10:45] - Andrew’s Pivotal Career Moments and Making Tough Decisions

[00:18:21] - Managing Large-Scale Projects and Sleepless Nights

[00:24:30] - Tips for Entrepreneurs: Problem Solving and Team Building

[00:31:12] - Andrew’s Advice for Building Long-Term Wealth

[00:35:43] - Work-Life Balance: How Andrew Spends His Free Time

[00:40:01] - Final Thoughts and Connecting with Andrew Lee on LinkedIn

Follow Andrew:

https://www.linkedin.com/in/andrew-lee-5b80596

iPartners Website: www.ipartners.com.au

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

iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd

Follow Travis Miller: https://www.linkedin.com/in/travismilleripartners

In this episode of the Grow Your Wealth podcast, we welcome Jack Stevens, a passionate entrepreneur and founder of the fintech platform, EdStart. Jack's journey begins in far north Queensland, where he transitioned from small-town beginnings to founding Edstart, a platform designed to transform the way Australians pay for education. We explore Jack's early ventures, his time at KPMG, and his passion for education that inspired the creation of a fintech solution. Jack shares key lessons in building a sustainable business, the importance of balancing personal life with entrepreneurship, and practical tips for driving long-term wealth. This episode offers valuable insights for aspiring entrepreneurs and those navigating the challenges of the startup world.

[00:00:00] - Jack's Journey: From Small-Town Queensland to Fintech Founder

[00:05:07] - Key Lessons in Business and Entrepreneurship

[00:12:03] - The Importance of Education and Access

[00:16:21] - Navigating the Challenges of Startup Life

[00:21:34] - Tips for Entrepreneurs: Building a Sustainable Business

[00:26:41] - Jack’s Advice on Long-Term Wealth Management

[00:30:33] - Personal Goals and Achievements Outside of Work

Follow Jack:

https://au.linkedin.com/in/stevens-jack

iPartners Website: www.ipartners.com.au

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

iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd

Follow Travis Miller: https://www.linkedin.com/in/travismilleripartners

In this episode of the Grow Your Wealth podcast, host Travis Miller sits down with Ivan Colhoun, a highly experienced chief economist with an impressive career spanning roles at the Reserve Bank of Australia (RBA), Qantas, ANZ, and Deutsche Bank. Ivan shares key moments from his journey, offering invaluable insights into the Australian economy, inflation trends, and interest rates. They also discuss his transition into corporate institutional banking at NAB, the importance of understanding data, and the challenges of navigating office politics. Ivan provides advice for entrepreneurs stepping out of the finance world and shares tips on long-term wealth management, emphasizing the value of customer service and staying grounded in the data.

[00:00:00] - Welcome to the Grow Your Wealth Podcast

[00:00:33] - Ivan's Career Journey: From RBA to NAB

[00:05:07] - Key Lessons in Economics and Wealth Building

[00:12:03] - The Importance of Customer Service and Trust

[00:16:21] - Navigating Office Politics in Large Organizations

[00:21:34] - Tips for Entrepreneurs: Starting Your Own Business

[00:26:41] - Ivan’s Long-Term Wealth Management Advice

[00:30:33] - Personal Goals and Achievements Outside of Work

Connect with us:

iPartners Website: www.ipartners.com.au

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

iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd

Follow Travis Miller: https://www.linkedin.com/in/travismilleripa

In this episode of the Grow Your Wealth podcast, we sit down with Martin Randall, Head of Private Markets at LGT Crestone, to explore the opportunities within private markets and how investors can benefit from alternative assets. Martin shares his journey from his early days in structured products to his pivotal role in expanding access to private wealth investments. His expertise covers a broad range of asset classes, from private equity and debt to real assets and hedge funds. Martin offers insights on navigating career transitions, building meaningful relationships, and the importance of understanding both the intellectual and relational aspects of investment management.

[00:00:00] - The Wealth of Opportunities in Private Markets

[00:01:43] - Martin's Career Journey from the UK to Australia

[00:05:07] - Overcoming Career Challenges and Shifting Focus

[00:07:12] - Influential Mentors and Pivotal Moments

[00:12:03] - Transitioning from Large Organizations to a Smaller Firm

[00:16:21] - Leveraging Strategic Partnerships for Growth

[00:21:34] - A Day in the Life: Managing Alternative Investments

[00:26:41] - Key Benefits of Private Market Investments

[00:30:33] - Legacy and Long-Term Wealth Management Strategies

Connect with us:

Follow Martin: https://www.linkedin.com/in/martin-randall-2a083214/?originalSubdomain=au

iPartners Website: www.ipartners.com.au

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

iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd

Follow Travis Miller: https://www.linkedin.com/in/travismilleripa

In this episode of the Grow Your Wealth podcast, we sit down with Tony Shepherd AO, a towering figure in Australia's infrastructure landscape. Tony's career, spanning decades, has been marked by pioneering projects such as the Sydney Harbour Tunnel and Melbourne Citylink, setting benchmarks for private sector involvement in public infrastructure. From his early days working with the Department of Supply to becoming a mentor and leader in both the public and private sectors, Tony shares invaluable insights into project development, risk management, and the importance of having the right team. Join us as we explore Tony's journey of leadership, resilience, and his dedication to fostering the next generation of industry leaders.

[00:00:00] - Tony’s Early Career and Background

[00:03:22] - Mentorship and Early Influences

[00:07:10] - Pioneering the Sydney Harbour Tunnel Project

[00:09:59] - The Challenges of Citylink and Lessons Learned

[00:15:05] - Leadership in Infrastructure and Public-Private Partnerships

[00:19:01] - Practical Advice for Business Leaders and Entrepreneurs

[00:23:45] - Tony’s Reflections on Legacy and Mentorship

Connect with us:

iPartners Website: www.ipartners.com.au

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

iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd

Follow Travis Miller: https://www.linkedin.com/in/travismilleripartners