Investor Motivation

Investor Motivation

By Consortium Private WealthBusinessInvesting
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Investor Motivation episodes

  • Being Frugal in Retirement

    Join us as we explore practical strategies for balancing your retirement budget while still living your best life.

    We'll explore the subtle distinction between being frugal and being cheap, shedding light on how extraordinary circumstances can sometimes force us to penny-pinch.

    We'll also take a closer look at how different life stages can influence frugal habits and discuss real-life examples and stories, arming you with the knowledge to make smart choices without missing out on the joys of retirement.

     

    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.

    21 min
  • 2023-24 Federal Budget Analysis

    Rob & Amy discuss this year's winners and losers from the 2023-24 Federal Budget, handed down this week by Treasurer Jim Chalmers.

     

    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.

    15 min
  • Lessons from losses: How to cope when your investments are down

    How do you cope when you see your investments slide? Does your super fund balance get you down? What can you learn from these experiences over your investment journey?

    Financial Advisers Rob and Amy help bring perspective to the ups and downs of the share market and what you can expect as investments ebb and flow. They share their biggest learnings from their time as both investors, and as advisers, in the investment industry.

     

    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.

    33 min
  • June 30 Checklist: Save tax, boost super, retire happy!

    Smart super (& tax!) strategies for you to utilise before June 30 this year.

    Rob & Amy explain how to make the most of super contributions to save tax, boost super and, most importantly of all, retire happy! 

    Remember super contributions must be in your super account before June 30.

     

    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.

    28 min
  • Navigating the Australian Age Pension System | Part 2
    In the second part of our Age Pension podcasts, we jump into the Work Bonus Scheme, Pensioner Concession Card eligibility, Granny Flat arrangements, strategies to increase your age pension, gifting rules, extended land use for primary producers, rent assistance and more. 
     
    These Age Pension episodes are especially relevant for individuals nearing retirement or those with family members already in retirement.

     

    Navigating the Australian Age Pension System | Part 1: https://www.podbean.com/ew/pb-i4mia-13d7bf4

     

    Ashley Rowan is a qualified Financial Adviser, who specialises in Centrelink Age Pension and Aged Care planning. 


    Robert Goudie is a qualified Financial Adviser, with specialties in Farm Sale Planning, Self Manged Superannuation and Retirement Planning.

    Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Ashley Rowan, FChFP GradDipFP (ASIC Reg 433899), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401

    24 min
  • Navigating the Australian Age Pension System | Part 1
    In this episode, we delve into obtaining the Centrelink age pension in Australia. We explore the various eligibility criteria, asset evaluations, income thresholds, and the current pension rates. Additionally, we offer helpful tips on when to initiate the application process and the estimated time required for processing.
     
    This episode is especially relevant for individuals nearing retirement or those with family members already in retirement.

     

    Part 2 to come... discussing Granny flat rights, extended land use for primary producers, gifting rules, strategies to increase your age pension and more.

     

    Ashley Rowan is a qualified Financial Adviser, who specialises in Centrelink Age Pension and Aged Care planning. 


    Robert Goudie is a qualified Financial Adviser, with specialties in Farm Sale Planning, Self Manged Superannuation and Retirement Planning.

    Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Ashley Rowan, FChFP GradDipFP (ASIC Reg 433899), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401

    28 min
  • All about Infrastructure with Ofer Karliner | Magellan Infrastructure Fund

    Special Guest Ofer Karliner, CFA, chats with Rob Goudie, about how a high school passion for investing led to his current role as Portfolio Manager within Magellan's Infrastructure Fund. A Fund with the unique goal of prudently investing in stable cashflow companies while "growing wealth with a high degree of certainty, over the medium-long term".


    Robert Goudie, CFP, (ASIC Reg. 235974) is an authorised representative of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.

    34 min
  • Share Purchase Plans, Entitlement Offers & Capital Raisings

    Why do ASX listed companies offer share purchase plans? What are capital raisings and entitlement offers? Is it a good idea to participate?

    Rob & Amy explain, discussing in detail the recent Carsales (ASX:CAR) and Flight Centre (ASX:FLT) offers.

     

    Robert Goudie, CFP, (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

    30 min
  • Market Chat with Arvid Streimann | Magellan Global Fund

    Special Guest Arvid Steimann, Portfolio Manager of Global Equity Strategy and Head of Macro at Magellan Financial Group, chats with our very own Rob Goudie, providing his insights into investment markets and the motivation behind his passion for investing.



    Robert Goudie, CFP, (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

    57 min
  • First home buyers + the bank of Mum & Dad // $3M+ super balance tax increase

    Financial Advisers Rob & Amy chat about ways that young adults can save for their first home, including the use of the First Home Saver Scheme and the bank of Mum & Dad. What tax and saving strategies can be utilised to ensure your children still learn to save and you don't jeopardise your retirement savings?


    Plus... The Federal Government has announced their intentions to double the tax rate to 30% on super balances above $3M from the 2025/26 financial year. Rob & Amy discuss the implications of this proposed legislation and strategies that could be utilised.

    And... 35 year home loan term introduced by UBank

     

    Investor Motivation YouTube channel: https://www.youtube.com/@ConsortiumPW



    Sources:
    First Home Super Saver Scheme: https://www.ato.gov.au/individuals/super/withdrawing-and-using-your-super/first-home-super-saver-scheme/
    Transfer Balance Cap: https://www.ato.gov.au/individuals/super/withdrawing-and-using-your-super/transfer-balance-cap/

    Robert Goudie, CFP, (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

    28 min

About Investor Motivation

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Common sense financial advice for all stages of life.