Investor Motivation

Wondering if a trust is the right move for your investments? In this episode, Amy Lehmann and Robert Goudie break down when (and why) it might be time to set up a trust for investing.

How much is enough to retire? It’s the question financial advisers Robert Goudie and Rachael Todman hear the most — but the real challenge isn’t just about the number. In this episode of Investor Motivation, they unpack the balancing act between securing your future and living fully today.

From busting the myth of the “magic number” to exploring income needs, aged care, and emotional spending fears, they share real client stories and practical strategies to help you define what “enough” truly means — for your lifestyle, goals, and peace of mind.

Whether you’re approaching retirement or just planning ahead, this episode will help you think beyond the numbers.

Watch now and start planning for a retirement that feels both safe and fulfilling.

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Rachael Todman, GradDipFP (ASIC Reg 1270413), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

In this episode of Investment Motivation, Financial Advisers Rachael Todman and Robert Goudie share real client stories and how personalised financial advice has made a lasting difference.

From uncertainty to relief, they explore the emotional and practical impact of putting the right strategies in place—and how it changed everything for their clients.

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Rachael Todman, GradDipFP (ASIC Reg 1270413), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

With 30 June fast approaching, Rob Goudie and Rachael Todman run through a few key things to think about before the end of financial year. From topping up your super to reviewing your investments, this episode covers some of the simple strategies that could help you make the most of EOFY.

They chat through what’s worth considering while there’s still time, and how a bit of planning now might save you money or put you in a better financial position going forward.

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Rachael Todman, GradDipFP (ASIC Reg 1270413), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Just retired and wondering what comes next? In this episode of the Investment Motivation podcast, Rob Goudie and Rachael Todman walk through the key financial decisions that come with the early stages of retirement.

They talk about how much you might be able to spend each year, how to draw down from your super and investments, and why it's important to keep a clear strategy even after you've left the workforce.

You’ll also hear about common traps to avoid, how to balance enjoying your lifestyle with long-term planning, and how your approach to investing might shift in retirement.

Whether you’ve recently retired or are getting close, this episode is packed with helpful insights to give you more clarity and confidence for the road ahead.

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Rachael Todman, GradDipFP (ASIC Reg 1270413), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Markets rise and fall — but how should you respond? In this episode, Rob and Rachael explore the emotional side of investing and why staying invested often delivers the best results.

From the GFC to recent volatility, they unpack key moments in market history, share data on long-term returns, and highlight why missing the best days can cost you. Plus, hear a memorable story of two investors during a downturn — and why discipline beats timing.

👉 Topics covered:

- Long-term returns of Aussie and global shares

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Rachael Todman, Grad Dip FP (ASIC Reg 1270413), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Markets go up—and they come down. In this video, we talk about what really matters during periods of volatility: your behaviour as an investor.

We explain why reacting emotionally to short-term movements can hurt long-term outcomes, how the media can fuel unnecessary fear, and why staying focused on quality investments and your long-term goals is key.

If you’re feeling uncertain or anxious about the headlines or your portfolio, this message is for you.

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. 

Ever told yourself you’ll start saving “next month” or that you’ll invest “when things settle down”? You’re not alone—financial procrastination is more common than you think. But delaying money decisions can seriously set you back, whether it’s putting off investing, ignoring debt, or avoiding retirement planning.

In this episode, we break down why we procrastinate with money, the real cost of waiting too long, and, most importantly, how to snap out of it. We’ll share simple, actionable steps to get on top of your finances—without feeling overwhelmed.

If you’ve ever hesitated to take control of your money, this is the wake-up call you need!

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Rachael Todman, GradDipFP (ASIC Reg 1270413), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Ever wondered how Australia’s wealthiest individuals invest?

In this episode, we break down the key strategies used by the richest Australians, from diversification and asset allocation to investing in high-growth sectors. Learn how they build and protect wealth—and how you can apply similar principles to your own portfolio.

We also explore the importance of financial stability, risk management, and professional guidance in achieving long-term success.

Tune in to discover how smart investing can help you grow your wealth like the pros!

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. 

Want to retire early? Smart investing is key. In this episode, we break down how to build a solid investment strategy to achieve financial freedom sooner. Learn about different asset classes, managing risk, and tracking your progress to stay on course.

We cover:

Don't leave your future to chance—tune in and start planning for early retirement today!

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.