Investor Motivation

Investor Motivation

By Consortium Private WealthBusinessInvesting
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Investor Motivation episodes

  • The real cost of Retirement Villages and entering Aged Care

    What is the real cost of Aged Care? What is required to enter a Retirement Village?

    Aged Care Financial Adviser Ashley Rowan and Financial Adviser Rob Goudie discuss the planning required to enter a Aged Care facility, the different types of fees, Centrelink requirements, waiting lists and more...



    Robert Goudie, CFP, (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

    41 min
  • A home, a mortgage and it’s affect on life

    How does home ownership and a mortgage affect your life?


    Financial Advisers Amy & Rob 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

    28 min
  • Retiring with purpose

    Why does purpose matter for retirees in particular and how you can achieve that purpose in your own retirement?


    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
    Sources: https://www.health.gov.au/ https://www.beyondblue.org.au/ 

    32 min
  • Surviving share market volatility

    What causes share market volatility in our markets and how can investors react?


    Financial Advisers Rob and Amy delve into the issues behind current market fluctuations and uncertainties.

     

    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

    46 min
  • Beware Property Spruikers!

    Ever been tempted by a property deal that sounded too good to be true? 


    Robert Goudie and Rachael Todman discuss the value of property in your investment portfolio, and the ever advancing marketing ploys property spruikers use to get you to sign on the dotted line.

    Robert Goudie, CFP, and Rachael Todman, Dip FP, are authorised representatives of Consortium Private Wealth Pty Ltd AFSL 495401


    26 min
  • How are your assets allocated? And why should you care?

    Do you know how your assets are allocated? Are your aware of your defensive/growth asset mix?


    Asset allocation is the key driver of returns for investors. 

    Financial Advisers Robert Goudie & Olivia Glare explain.

    Robert Goudie, CFP, and Olivia Glare, Grad Dip FP, are authorised representatives of Consortium Private Wealth Pty Ltd AFSL 495401

    15 min
  • Minimise your mortgage or super-size your Super?

    Should you utilise surplus income to salary sacrifice into superannuation or should you be paying off your debt sooner? We're continually told to minimise and pay off debt as our first priority, but is this always the answer?


    Financial Advisers Robert Goudie & Ashley Rowan discuss.

    Robert Goudie, CFP, and Ashley Rowan, FChFP, are authorised representatives of Consortium Private Wealth Pty Ltd AFSL 495401

    18 min

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Common sense financial advice for all stages of life.