Investor Motivation

In the second episode of our new series on the Investment Motivation podcast, Rob Goudie and Rachael Todman analyse Lovisa Holdings (ASX: LOV), a fast-growing fashion jewellery retailer.

With over 900 stores worldwide and a focus on affordable, trendy accessories, Lovisa has become a $3.9 billion company.

Tune in as they discuss Lovisa’s rapid global expansion, strong brand presence, financial performance, and investment potential, while also examining the risks and rewards for investors in this competitive sector.

Please Note: This is not a buy, nor sell, recommendation. This is general information only.

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, Rob and Amy explore the risks of investing in small cap stocks.

While these companies offer the potential for significant long-term growth, they also come with higher volatility.

Tune in as they discuss the sectors that may carry more risk and the challenge of 'trying to find a rocket under a rock' in the small cap space.

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 first episode of a new series on the Investment Motivation podcast, Rob Goudie and Rachael Todman dive into all things Microsoft from an investment standpoint.

They explore 9 key aspects of this tech giant's business, from its diverse product range to its cloud dominance, analysing what makes Microsoft a leader in innovation.

With discussions on its financials, investment potential, and why it remains a top choice for investors, this episode offers valuable insights into one of the most influential companies in the world.

Please Note: This is not a buy, nor sell, recommendation. This is general information only.

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

In this episode, Rob and Amy reflect on past investment failures, exploring what went wrong and the lessons learned.

They share insights on how to spot potential pitfalls and avoid repeating the same mistakes in your own future investments.

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 sit down with Marie Lazar from Futurity Investment Group to explore the incredible benefits of investment bonds for securing your children’s or grandchildren’s financial future.

We discuss how these bonds not only provide tax-efficient growth but also offer valuable estate planning features, allowing you to set up a lasting legacy for your loved ones.

Whether you're looking for a smart way to invest or seeking peace of mind with future planning, this episode is packed with insights that can help you make the right decisions for your family's financial wellbeing.

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, Rob & Amy chat with their investment mentor Peter Thornhill about all things investing... Including the popularity of property investment in Australia, the influence of his overseas experience on his investment philosophies and much, much more!

Don't miss your chance to learn from one of the absolute best!

To find out more about Peter and his Motivated Money book visit https://motivatedmoney.com.au/?v=8bcc25c96aa5

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, Rob and Amy break down the essentials of Self Managed Superannuation Funds (SMSFs) and explore whether they are still a viable option for managing your super.

They’ll take you through the ins and outs of this tax structure, discuss the benefits and responsibilities of running an SMSF, and help you understand who might be best suited for this superannuation strategy.

If you're considering an SMSF, this episode 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. 

In this episode, we dive into the smart steps to take when you receive a lump sum of money, whether it’s from a farm or business sale, an inheritance, or even a Tattslotto win.

We’ll cover the key considerations around timing and capital gains tax, as well as strategies for what to do with the funds once taxes are sorted.

Learn how to make the most of your windfall with a plan that sets you up for long-term financial success.

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. 

Rob & Amy discuss all things tax this week, exploring the tax implications of investment properties, and how Aussies use negative gearing as an investment strategy.

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, Rob & Amy walk you through what to expect during your first visit to a financial adviser.

From understanding your financial goals to discussing strategies for your future, you'll get an inside look at how advisers work to tailor their advice to your personal needs.

And you'll discover why we might be a little different at Consortium Private Wealth...