In this episode of the Grow Your Wealth podcast, we're joined by Frank Greeff, an entrepreneur who navigated the highs and lows of selling his tech business for $180 million. Frank shares the rollercoaster of emotions, strategies, and crucial moments that defined his journey from startup to scale-up. From handling the weight of expectations and mastering the art of lean operations to the transformative impact of strategic hires and maintaining brand cohesion during rapid growth, Frank offers invaluable insights for entrepreneurs at every stage.

[00:00:00] - Introduction and Frank's monumental sale

[00:01:13] - The critical early calls and emotional journey post-sale

[00:03:08] - The cost and stress of transacting a deal

[00:05:52] - Overcoming doubt and the power of perseverance

[00:09:04] - Shielding the business during negotiations

[00:11:21] - Emotional and financial stakes in the deal

[00:15:08] - Preparing for challenges with a proactive mindset

[00:20:24] - The supportive role of personal relationships in entrepreneurship

[00:26:35] - Addressing the loneliness in entrepreneurship

[00:29:00] - Frank's relationship with money before and after the sale

[00:38:06] - Key strategies that drove early growth with lean resources

[00:52:29] - The evolution of team cohesion and communication with scaling

[00:57:55] - Wrap-up and gratitude

Follow Frank: https://www.linkedin.com/in/frankgreeff

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 are thrilled to welcome Charlie Viola, an influential figure in wealth management who has carved a remarkable path from a humble beginning as a bank teller to becoming the managing director of a prestigious private client business managing over $3.5 billion in assets. Join us as we delve into Charlie's journey, revealing the insights, strategies, and philosophies that have propelled him to success in the high-net-worth and ultra-high-net-worth advisory space.

[00:00:00] - Foundational Philosophy

[00:01:13] - Introduction to Charlie Viola's Wealth Management Mastery

[00:02:22] - The Evolution from a Bank Teller to Wealth Management Advisor

[00:06:14] - Building Trust and Client Relationships from Scratch

[00:11:19] - The Core Principle: Doing Right by the Client

[00:16:09] - Pivotal Career Moves 

[00:21:48] - Navigating and Growing Through the GFC

[00:27:34] - Future Plans: Expanding the Advisor Base and Scaling the Business

[00:32:47] - Personal Views on Success and Legacy

[00:37:41] - Quickfire Questions: Insights and Reflections

Follow Charlie: https://www.linkedin.com/in/charlieviola/

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, joining us is Jason Huljich, a titan in the real estate industry with an impressive 27-year career that spans across various sectors including commercial and industrial real estate. Jason's role as an Executive Director at Centuria Capital Group and his leadership in several other Centuria entities, including Centuria Life Limited, Centuria Healthcare, and Centuria Property Funds, mark him as a key figure in the industry. But what truly sets Jason apart is his position as Joint CEO alongside John McBain, where they oversee an astounding $21 billion in assets under management. 

[00:00:00] - The Illusion of Quick Wealth and Building a Team

[00:06:16] - Launching Century Foundation and Navigating Real Estate Crises

[00:13:37] - Jason's Early Life and Career Beginnings

[00:25:03] - Influential Figures in Jason's Career

[00:36:12] - Opportunities and Risks in Today's Market

[00:43:17] - Advice for Aspiring Entrepreneurs

Follow Jason: https://www.linkedin.com/in/jasonhuljich/

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 Trent Doughty, a visionary in the private wealth management sector and a pivotal figure at Kelly and Partners Private Wealth. Trent delves into his extensive career, from its beginnings in the competitive world of global banking to co-founding a leading wealth management division, offering listeners a rare glimpse into his unique experiences in building wealth.

[00:00:00] - Introduction and Early Insights from Trent Doughty

[00:06:16] - Differentiating Kelly and Partners in Wealth Management

[00:13:41] - Entrepreneurial Insights and Personal Growth

[00:25:33] - The Future of Investment: Opportunities and Risks

[00:37:05] - Investment Strategies and Client Relationships

[00:39:20] - Reflections on Past Investments and Learning Moments

[00:44:59] - Advice for Aspiring Entrepreneurs and Investors

[00:49:15] - Key Takeaways and Closing Thoughts

Follow Trent: https://www.linkedin.com/in/trent-doughty-9818086

Learn More About Kelly & Partners: https://www.kellypartners.com.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/travismilleripartners

In this episode of the Grow Your Wealth podcast, host Travis Miller sits down with Andrew Baume, a seasoned financial expert with a rich 39-year history in the industry. Andrew shares his unique insights into the evolving world of financial markets, the importance of adapting to change, and strategies for navigating market volatility.

Timestamps:

[00:00:22] - Andrew's perspective on market changes and the importance of adding value.

[00:01:14] - Introduction to Andrew Baume's extensive career in financial markets.

[00:02:13] - Deep dive into Andrew's insights and experiences in financial sectors.

[00:08:12] - Exploring Andrew's background and his early career moves.

[00:17:19] - Key pivotal moments in Andrew's career and their impact.

[00:20:00] - Discussion on retirement preparation and investment strategies in Australia.

[00:28:54] - Tips for driving long-term wealth and managing portfolio volatility.

[00:31:08] - Building familiarity with diverse investment opportunities.

[00:36:04] - Unique approach of iPartners Bond Income Fund.

[00:43:21] - Personal advice and motivations guiding Andrew's career.

[00:47:25] - Common mistakes people make in building wealth.

Follow Andrew: https://www.linkedin.com/in/andrew-baume

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 Grow Your Wealth, host Travis Miller engages in a fascinating conversation with Tom Hardwick, an entrepreneur who has seamlessly transitioned from a career in law and investment banking to establishing and scaling a multi-million dollar childcare business, Guardian Early Learning Group and now Co-Founder and Partner at Coogee Capital. Tom shares the journey of his diverse career, revealing key strategies and decisions that propelled him from legal expertise to entrepreneurial success.

Key Highlights:

[00:18:35] Tom discusses the importance of simplifying complex issues and focusing on key drivers of success in business.

[00:19:17] Tom's venture into the farming business and the value of diversification in investments.

[00:20:14] Pivotal moments in Tom's career, including the influential role of career testing and psychology.

[00:21:51] The genesis and scaling of Guardian, Tom's multi-faceted childcare business.

[00:26:01] Challenges and triumphs in transitioning from managing a business to owning and expanding it.

[00:33:04] Building a successful team culture at Guardian and the strategy behind acquiring and enhancing childcare centers.

[00:36:34] Advice for transitioning from a traditional career to entrepreneurship, emphasizing the value of backing oneself and gaining experience in large organizations.

[00:52:54] Future plans for Coogee Capital, focusing on partnering with entrepreneurs and investing in businesses with growth potential.

[00:59:00] Tom’s personal motivations and the importance of challenges in driving success.

[01:00:27] Insights into the best approaches for starting a business, with an emphasis on improving existing businesses.

[01:03:23] Tom's passions outside of work, including travel, wine, farming, and cycling.

Follow Tom: https://www.linkedin.com/in/tom-hardwick-2aa81943/?originalSubdomain=au

Coogee Capital Website: https://coogeecapital.com/

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 Grow Your Wealth, host Travis Miller sits down with Josh Manning, the founder of Manning Asset Management, a pioneer in private credit and fixed income funds in Australia. Josh shares his rich experience in the finance industry, starting from his early career at Macquarie Bank to establishing his own successful fund management business.

Join us as we explore Josh's journey through the financial landscape, his insights on investment strategies, and the keys to building and maintaining a successful business in a competitive market. This episode offers valuable lessons on risk management, portfolio design, and the importance of understanding investor psychology.

[00:00:00] Introduction: Josh Manning's Background and Manning Asset Management's Genesis

[00:14:29] Investment Philosophy: Risk Management and Client Focus

[00:20:35] Overcoming Challenges: The Transition from Corporate to Entrepreneurship

[00:26:22] Building Wealth: Josh's Personal and Professional Investment Approach

[00:33:04] Keys to Success: Hard Work, Right Motivation, and Self-Confidence

[00:36:20] Personal Life: Hobbies and Work-Life Balance

[00:39:51] Future Aspirations and Legacy Goals

Learn more about Manning Asset Management: https://manningam.com

Follow Josh: https://www.linkedin.com/in/josh-manning-6087785/

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 compelling episode of "Grow Your Wealth," host Travis Miller sits down with David Shein, a trailblazer in the fintech world and a pivotal figure in Australia's tech scene. David discusses his dynamic journey, from humble beginnings to establishing Australia's first tech unicorn, Comtech Communications.

Highlights:

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 

Follow David Shein: https://www.linkedin.com/in/david-shein-7039b413/

In this insightful episode of Grow Your Wealth, Travis engages in a deep conversation with Jodie, a dynamic entrepreneur and business leader. They delve into the intricacies of entrepreneurship, exploring both the trials and triumphs encountered along the journey.

Jodie shares her experiences of building platforms without customer feedback, leading to significant learning opportunities (00:13:14 - 00:14:18). She also talks about her passion for empowering women to achieve financial independence, drawing from her own journey of self-education in financial management (00:24:27 - 00:25:08).

Join us as Jodie shares valuable insights and experiences from her diverse career, touching on pivotal moments, innovative business practices, and the importance of mentorship and resilience.

[00:06:02] Breaking Gender Barriers in Leadership

[00:10:00] Influential Role Models and Leadership Styles

[00:11:08] The Dynamics of Partnership in Business

[00:12:25] Empathy and Mental Health in Entrepreneurship

[00:13:14] Learning from Business Challenges

[00:14:30] Navigating Real Estate and Business Decisions

[00:19:14] Building Support Networks and Investor Relationships

[00:20:08] Innovative Work Practices and Team Dynamics

[00:21:27] Reflections on Investments: Successes and Setbacks

[00:24:27] Championing Financial Independence for Women and Girls

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 

Follow Jodie Imam: https://www.linkedin.com/in/jodieimam/?originalSubdomain=au

In this week's episode of Grow Your Wealth, Travis speaks with Adrian Whittingham from Scarcity Partners.

After a successful stint at Pinnacle, where he witnessed the firm's transformation from a startup to a unicorn, Adrian established Scarcity Partners and is now aiming to revolutionise the investment landscape. 

A pioneer in his field, he's focused on offering investors a chance to own equity in some of the most promising investment managers. Join us for conversation on sustainable success, continuous learning and professional guidance, perfect for anyone looking to enrich their perspective on growth and success.

[00:05:57] The Competitive Edge of Youth 

[00:03:12] Lessons in Resilience

[00:27:55] Building Business with a Human Touch

[00:35:36] Self-Investment: The Ultimate Equity  

[00:40:15] Success Unveiled: Hard Work and Open Minds

[00:42:01] Life's Financial Lessons