Investor Motivation

Investor Motivation

By Consortium Private WealthBusinessInvesting
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Investor Motivation episodes

  • Market Chat with Emma Fisher | Airlie Funds Management

    Special Guest Emma Fisher from Airlie Funds Management chats with our very own Rob Goudie, providing insights into current market conditions and expectations moving forwards.


    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

    59 min
  • Top up your Super or pay off your Mortgage?

    It's one of the most common questions we are asked... Minimise your mortgage or super-size your super?

    Which option is best to get ahead?

    Financial Advisers Rob & Amy discuss...

     

    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

    20 min
  • What are the 10 biggest financial mistakes you can make?

    Financial Advisers Amy Lehmann and Robert Goudie take you through the 10 most common financial mistakes they have made, or seen. 

    Yes, even financial experts make mistakes with their finances and investments! Learn how to avoid these miss-steps so you don't make the same!

     

     

    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

    27 min
  • Smart money tips for the younger gen

    What are the smart money things to do (and not do!) as a younger adult? And why is it so important to know these early?

    Financial Advisers Amy Lehmann and Robert Goudie are joined by Jessica Warrick to discuss.

     

    Link to FHSS calculator:

    https://www.csc.gov.au/assets/fhsss-calculator/index.html#/calculator/

    Link to student loan repayment table:

    https://www.studyassist.gov.au/paying-back-your-loan/loan-repayment

     

    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

    41 min
  • How to deal with rising interest rates: Tips from a Financial Adviser

    How do you ease the pressure of rising interest rates? What can you ditch to combat cost of living pressures?


    Financial Adviser Amy Lehmann chats with colleague Freya Effrett about simple strategies that you too can implement to make the most of your money. 

    Beating Mortgage Stress short course | https://www.consortiumpw.com.au/courses/beating-mortgage-stress
    Money Smart mortgage calculator | https://moneysmart.gov.au/home-loans/mortgage-calculator


    Amy Lehmann, BBus (FinPlan), BBus (Acc), (ASIC Reg 1292710) is an authorised representative of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401

    21 min
  • Your guide to a stress-free retirement

    What does a stress-free retirement look like to you?


    Financial Advisers Amy Lehmann & Rob Goudie explain how to be worry-free through the early, middle and later stages of retirement, and why money may not be your biggest concern.

     

    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

    22 min
  • What should you look for when choosing an investment?

    What should you look for when choosing an investment?

    Financial Advisers Amy & Rob take you through the factors they consider before making any investment and how they assess each business.

    Simple and easy tips you can utilise too!

     


    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

    39 min
  • Everything you MUST know about your Super!

    What do you need to know about superannuation to ensure you're prepared for retirement later in life?


    Financial Advisers Amy Lehmann and Rob Goudie take you through the basics of superannuation... What is it? Why does it exist? How can it benefit you?



    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

    42 min
  • Selling the Farm? 9 things you have to know beforehand

    Farm sale planning is one of the most involved issues we confront when providing financial advice to the farming community.

    Whether planning to sell in 3 years, or 30, the key to successfully selling your biggest asset, is planning.

    From managing Capital Gains Tax to Farm Management Deposits, to life after farming, it’s essential you think ahead and prepare for this life-changing event.

    Ready to begin planning? Start here with our Selling the Farm podcast.




    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

    48 min
  • Federal Budget Summary: What does it mean for you?

    Federal Treasurer Jim Chalmers has delivered the Labor Government’s first Federal Budget since being elected earlier this year.


    Financial Adviser Rob & Amy take us through the major announcements and explains what it means for your financials.


    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 AFSL 495401

    14 min

About Investor Motivation

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Common sense financial advice for all stages of life.