Grow Your Wealth

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/

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 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

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 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:

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 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/

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 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