Money Talk, Real Talk

In the last of our four episodes on personal insurances, we chat with Karl, an underwriter from a Life insurance provider.

If you've felt confused about how underwriting works, unsure about some of the differences between Group and Retail policies, and what the deal is with medical issues like Diabetes, or using medication like PrEP - then this episode is for you.

Enjoy!

Suzanne & Trish

Email: [email protected]

Disclaimer

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. 

Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor. 

In our third of four episodes on personal insurances, we unpack Trauma insurance (also called Critical Illness insurance) and the often overlooked Child Trauma insurance.

You've probably never heard of it as it can't be funded through superannuation, but have a listen to Trish as she unpacks some keys reasons why she believes everyone should have Child Trauma policies on their kids.

Enjoy!

Suzanne & Trish

Email: [email protected]

Disclaimer

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. 

Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor. 

In our second of four episodes on personal insurances, we unpack Life and Total and Permanent Disability (TPD) insurance which you probably don't have nearly enough of!

We have a sneaky trick too that can save you money while getting you extra insurance - weird.

Enjoy!

Suzanne & Trish

Email: [email protected]

Disclaimer

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. 

Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor. 

In our first of four episodes on personal insurances, we unpack Income Protection insurance which, surprise surprise, you might not have enough of.

Income Protection insurance isn't just a policy, it can be a lifeline in those difficult moments of life.

Enjoy!

Suzanne & Trish

Email: [email protected]

Disclaimer

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. 

Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor. 

In our final episode, we give you the tools to stay safe, recover from scams, and build resilience. From strong passwords to spotting fake messages, this is your ultimate scam survival guide.

Enjoy!

Suzanne & Trish

Email: [email protected]

Disclaimer

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. 

Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor. 

In this episode we're chatting with Wadzanai (Wadzi) Nenzou - Founder of Our Scam Stories and Herconomics.

An absolute powerhouse in everything she does, we're delving into the scam stories she's had the privilege of listening too and sharing, along with her insights into how and why scams happen.

Connect with Wadzi here:

⁠www.linkedin.com/in/wadzanainenzou⁠

⁠https://www.linkedin.com/company/ourscamstories⁠

https://www.facebook.com/ourscamstories 

⁠https://www.instagram.com/ourscamstories⁠⁠www.ourscamstories.com⁠

https://www.instagram.com/wadzinenzou/  

https://www.instagram.com/theinvestmentscamseducator/ 

⁠www.ourscamstories.com

Enjoy!

Suzanne & Trish

Email: [email protected]

Disclaimer

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. 

Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

Join us to unpack the evolving landscape of scams, particularly focusing on how AI is being used to enhance scam tactics.

We discuss the dangers of deep-fakes, the emotional manipulation involved in scams and the significant impact these scams have on personal finances. We highlight two-factor-authentication, practical measures like safe words and the risk of being visible online

Enjoy!

Suzanne & Trish

Email: [email protected]

Disclaimer

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. 

Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor. 

Join us to delve into the anatomy of scams, exploring common types, personal experiences, and the psychological tactics used by scammers.

We discuss the importance of trust and urgency in scams, share red flags to look out for, and provide practical prevention strategies. Our conversation emphasises the need for vigilance and awareness in navigating the digital landscape to protect oneself from financial fraud, and we share some personal stories and top tips.

Resources discussed in the episode:

ScamWatch: https://www.scamwatch.gov.au/

Australian Cyber Security Centre: https://www.cyber.gov.au/

Enjoy!

Suzanne & Trish

Email: [email protected]

Disclaimer

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. 

Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor. 

Our health plays a big part in our ability to build wealth.

In today's episode, we're chatting with Lisa Saunders, a nutritional food & health coach, wellbeing strategist and the founder of Nourished U, to chat Menopause, Money and strategies to support our overall wellbeing as we navigate this time of our life.

Nourished U supports Individuals aged 40 and over to take charge of their health in practical, sustainable ways.

You can connect with Lisa at:

Website: www.nourishedu.com.au

Substack: https://substack.com/@nourishedu

Instagram: https://www.instagram.com/nourished_u/

LinkedIn: https://www.linkedin.com/in/lisasaunders17/

Facebook: https://www.facebook.com/nourishedu

Enjoy!

Suzanne & Trish

Email: [email protected]

Disclaimer

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. 

Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor. 

Join Suzanne & Trish as we discuss how fluctuating hormones, caregiving responsibilities, and medical costs collide at midlife, leaving many women financially exposed.

Enjoy!

Suzanne & Trish

Email: [email protected]

Disclaimer

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. 

Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.