Investor Motivation

Join us as we explore the essential elements of effective money management, offering insights into building a secure future. From spending wisely and creating financial safety nets to making strategic investments for the long term, we'll cover it all.

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

In this episode we jump into real-life client scenarios, exploring topics ranging from the tax advantages of progressive giving, to the opportunity costs linked with negative gearing. Plus essential considerations for making informed financial decisions.

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

In our latest podcast, join hosts Rob and Amy as they delve into the intriguing world of cybersecurity following a captivating seminar attended by industry experts.

The seminar's presenter, who had hacked his first computer at the tender age of 12, shared a chilling yet eye-opening perspective: there are only two types of businesses – those that have been hacked and those that will be hacked.

Tune in for a thought-provoking discussion on the inevitable challenges and proactive measures in the digital age.

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Dive into the strategies of borrowing for investment in our latest episode!

From margin loans to leveraging home equity, we explore the benefits and risks, emphasising smart financial decisions over tax considerations.

Tune in for key insights to level up your investment game!

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Home Instead is a national provider of in-home care designed to enrich the lives of ageing adults and their families.

In this episode, join Rob and Home Instead Care Services Manager, Lindy Ellis, as they delve into the array of in-home support options.

Lindy sheds light on the crucial aspects of maintaining older individuals in the comfort of their homes for both physical and mental well-being.

For further details on the services provided by Home Instead, visit https://homeinstead.com.au/locations/horsham/. 

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

In the second episode of our 55+ series, we dive into the world of investing tailored specifically for those aged 55 and above. 

Whether you're nearing retirement, already enjoying your golden years, or seeking to maximise your investments during this life stage, listen in for strategies to optimise your investment portfolio, manage risk and ensure your financial well-being during this exciting chapter of life.

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Warren Buffett didn't hit billionaire status until he turned 50, and guess what? 99% of his wealth was earned after that milestone!

In this episode, we chat about late-stage investing in Australia, and what we can learn from Warren Buffett's approach.

Next week... the late-stage strategies you need to boost your retirement savings.

Warren Buffett net worth/age image: https://finmasters.com/wp-content/uploads/2023/02/Warren-Buffett-Net-Worth.jpg

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Ready to dive into the world of Listed Investment Companies (LICs) in Australia? We've got you covered!

Discover how LICs work, from their unique close-ended structure to their active or passive management. Explore popular LICs like AFIC, WAM Capital, Argo, and BKI, and get the lowdown on the tax implications, including capital gains and franking credits.

Learn about dividend policies, including special dividends and reinvestment plans. We'll also break down the differences between LICs and ETFs, helping you make savvy investment decisions.

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

What exactly is debt recycling?

Rob & Amy explain this borrowing-to-invest strategy, the pros and cons, and how it may be utilised by highly engaged investors to grow their wealth . . .

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

In this episode we explore the essential components of a holistic financial plan. Discover the significance of tailoring this plan to your unique goals and circumstances, and how risk tolerance and time horizons play a crucial role in shaping it.

Don't miss this episode for key insights into building a financial plan that suits your needs...

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.