Teaminvest Wealth Builders

By TIP Group / Teaminvest

Join us for the TIP Wealth Builder weekly podcast where we bring you insights, strategies and stories to help you compound your wealth and knowledge. Whether you are a seasoned investor, or just st

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FAQs about Teaminvest Wealth Builders:

How many episodes does Teaminvest Wealth Builders have?

The podcast currently has 21 episodes available.

Teaminvest Wealth Builders episodes:

September 15, 2025REVISITED - Beyond the Product: How to Spot Great Investments
In this special repeat episode, Kerry Fleming and Sanjee Narendran reveal why the best investors always look beyond the product to focus on business fundamentals, management quality, and long-term performance. Discover why first-mover advantage is rarely enough, how to spot the difference between a great idea and a great investment, and the Team Invest approach that’s delivered outperformance for over a decade.
Key Topics Covered:
The myth of first-mover advantage in investing
Why business fundamentals always trump product hype
How to assess management, risk, and shareholder alignment
The importance of 10+ years of performance history
How to read management remuneration and incentives
Team Invest’s proven investment process and track record
Timestamps:

00:00 – [Finance Replay] Why this episode matters

02:00 – Product vs. business: lessons from history

06:00 – First-mover examples: Yahoo, MySpace, Google, Facebook

12:00 – Assessing management and risk

18:00 – The value of patience and research

24:00 – Real results: Team Invest’s outperformance

29:00 – Action steps for investors
Listen on:
Apple Podcasts
Spotify
YouTube
Follow us:
LinkedIn
Facebook
Join the Conversation:

What lesson has helped you look beyond the product in your investments? Share your story on LinkedIn or Facebook!
About Teaminvest:

Teaminvest is an ASX-listed financial institution focused on empowering investors through education, rigorous analysis, and a community of like-minded wealth creators.
🎙️ Enjoyed this episode?

Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you.

📩 Join the conversation
Have thoughts or questions? Email us at [email protected] or connect with us on LinkedIn

🔗 Support the show
Love what we’re doing? Please show your love by sharing this episode with a friend.
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29min
September 08, 2025Understanding Company Management: The Human Factor in Smarter Investing
Company management is often the missing link in investment success. In this episode, Kerry Fleming and Andrew Coleman reveal why leadership, honesty, and culture matter just as much as the numbers—and how to spot the warning signs of poor management before it’s too late.
Learn from real-world case studies (Bond, Kodak, Lehman, Forge, Magellan) and get practical tips for using Teaminvest’s management checklist, analysing remuneration reports, and leveraging the wisdom of the crowd to make smarter, safer investment decisions.
Key Topics Covered:
Why people—not just numbers—drive business outcomes
The three key traits: honesty, capability, and hard work
How hubris, denial, and distraction destroy shareholder value
Red flags in remuneration and board behaviour
How to spot great management—and when to walk away
The power of group wisdom in investment decisions
Timestamps:

00:00 – Why management is critical

03:00 – The human side of business

08:00 – What to look for: honesty, capability, and hard work

15:00 – Case studies: big failures and why they matter

29:00 – Red flags in real time

35:00 – What makes management great?

42:00 – Using the wisdom of the crowd

45:00 – Takeaways & next steps
Listen on:
Apple Podcasts
Spotify
YouTube
Follow us:
LinkedIn
Facebook
Join the Conversation:

What do you look for in company management? Share your thoughts on LinkedIn or Facebook!
About Teaminvest:

Teaminvest is an ASX-listed financial institution focused on empowering investors through education, rigorous analysis, and a community of like-minded wealth creators.

🎙️ Enjoyed this episode?

Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you.

📩 Join the conversation
Have thoughts or questions? Email us at [email protected] or connect with us on LinkedIn

🔗 Support the show
Love what we’re doing? Please show your love by sharing this episode with a friend.
...more
48min
September 01, 2025Planning Intergenerational Wealth: How to Build a Lasting Legacy for Your Family
How can you ensure your children and grandchildren are truly better off? In this episode, Kerry Fleming and Andrew Coleman explore the essentials of intergenerational wealth planning—from the pitfalls of poor preparation to the power of compounding, education, and family culture. Learn how to maximise your legacy, avoid common mistakes, and start the right conversations today.
Key Topics Covered:
Why most families don’t plan for wealth transfer—and the risks of leaving it too late
The three compounding assets: wealth, culture, and education
Real-life scenarios: how a $3M estate can change lives (or disappear)
The crucial role of education in protecting and growing family wealth
How to talk to your family about money, legacy, and values
Practical steps to start your family’s wealth journey today
Timestamps:

00:00 – Introduction: Why legacy matters

05:00 – Wealth, culture, and education: the three pillars

12:00 – What happens without a plan

17:00 – The magic of compounding

23:00 – Real-world examples & numbers

30:00 – Education as the ultimate safeguard

35:00 – How to start the legacy conversation

38:00 – Teaminvest resources for families
Listen on:
Apple Podcasts
Spotify
YouTube
Follow us:
LinkedIn
Facebook
Join the Conversation:

What legacy do you want to leave for your family? Share your thoughts on LinkedIn or Facebook!
About Teaminvest:

Teaminvest is an ASX-listed financial institution focused on empowering investors and families through education, rigorous analysis, and a community of like-minded wealth creators.
🎙️ Enjoyed this episode?

Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you.

📩 Join the conversation
Have thoughts or questions? Email us at [email protected] or connect with us on LinkedIn

🔗 Support the show
Love what we’re doing? Please show your love by sharing this episode with a friend.
...more
34min
August 25, 2025Are We in a Bubble? How to Spot, Survive & Profit from Market Manias
Is Australia in a property or share market bubble? What causes bubbles, how do they end, and how can you protect your investments? In this episode, Kerry Fleming and Howard Coleman (Teaminvest co-founder) break down the history, psychology, and practical realities of bubbles—from tulip mania to today’s tech and property markets. Learn how to avoid the mistakes of “dumb money,” spot bubbles before they burst, and invest wisely even in uncertain times.
Key Topics Covered:
What defines a financial bubble?
The fuel: cheap money, new technology, and crowd psychology
Why bubbles are easy to see in hindsight, but so hard to avoid
Famous bubbles: tulips, railways, dot-com, property, and more
How bubbles can burst—or deflate slowly
Why most investors lose money in bubbles and how to avoid it
Teaminvest’s disciplined approach: finding value, ignoring hype, and waiting for bargains
Actionable tips for investing when markets are irrational
Timestamps:

00:00 – What is a bubble?

04:00 – Crowd psychology & bubble fuel

10:00 – Historical bubbles & lessons

14:00 – Spotting bubbles in real time

21:00 – What happens when bubbles burst

28:00 – How to invest during a bubble

34:00 – Teaminvest’s process for surviving bubbles

39:00 – Key takeaways & next steps
Listen on:
Apple Podcasts
Spotify
YouTube
Follow us:
LinkedIn
Facebook
Join the Conversation:

Have you ever experienced a bubble? Share your story or questions with us on LinkedIn or Facebook!
About Teaminvest:

Teaminvest is an ASX-listed financial institution focused on empowering investors through education, rigorous analysis, and a community of like-minded wealth creators.
🎙️ Enjoyed this episode?

Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you.

📩 Join the conversation
Have thoughts or questions? Email us at [email protected] or connect with us on LinkedIn

🔗 Support the show
Love what we’re doing? Please show your love by sharing this episode with a friend.
...more
43min
August 18, 2025Warren Buffett’s Timeless Investment Principles: Teaminvest’s Approach to Smarter Wealth
In this episode, Kerry Fleming and Sanjee Narendran unpack Warren Buffett and Charlie Munger’s most powerful investment philosophies. Discover how Teaminvest applies these principles—like buying wonderful companies at fair prices, prioritising temperament over intellect, and leveraging the power of community—to help investors achieve long-term success and avoid costly mistakes.
Key Topics Covered:
Understanding the difference between wonderful and fair companies
The importance of thorough due diligence and the SMART process
Why patience, process, and temperament beat raw intellect
How to avoid emotional decisions and market noise
The value of learning from a community of experienced investors
How to get involved with Teaminvest and start your journey
Timestamps:

00:00 – Buffett’s core investment wisdom

02:00 – Fair price vs. wonderful company

06:00 – Avoiding business problems

11:00 – The 10-year mindset

16:00 – Temperament and process

22:00 – Patience and emotional discipline

27:00 – Fear and greed in markets

32:00 – The power of community

36:00 – Next steps & resources
Resources & Links:
Teaminvest Membership
Our Funds
Contact Us
Join the Conversation:
Which Buffett principle do you follow? Share your thoughts on LinkedIn, Facebook, or by email.
Subscribe & Follow:
Subscribe on Spotify | Apple Podcasts | YouTube
Follow us on LinkedIn, Facebook
About Teaminvest:

Teaminvest is an ASX-listed financial institution focused on empowering investors through education, rigorous analysis, and a community of like-minded wealth creators.
🎙️ Enjoyed this episode?

Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you.

📩 Join the conversation
Have thoughts or questions? Email us at [email protected] or connect with us on LinkedIn

🔗 Support the show
Love what we’re doing? Please show your love by sharing this episode with a friend.
...more
38min
August 11, 2025Is Superannuation Broken? Hidden Risks and Real Solutions for Australian Investors
With over $3 trillion in superannuation, Australia’s retirement system is the envy of the world—or is it? In this episode, Kerry Fleming and Andrew Coleman expose the risks lurking beneath the surface, from government tax grabs and regulatory blunders to the dangers of index-tracking and market bubbles. Learn why average Australians may be at risk, how the system advantages the wealthy, and what you can do to protect and grow your retirement savings.
Key Topics Covered:
The three “sharks” circling your super: government, scammers, and regulators
How “MySuper” and passive investing could hurt returns for everyday Australians
The unintended consequences of regulation and fee reduction
Why market bubbles and mispricing are becoming more common
The compounding advantage of knowledge and active investing
Actionable steps to take control of your superannuation
Timestamps:

00:00 – Introduction: The scale and purpose of superannuation

03:00 – Government incentives and risks

08:00 – Scams and scandals in the sector

12:30 – Regulatory pitfalls: MySuper and unintended consequences

17:00 – Passive investing, index-tracking, and market bubbles

25:00 – Capital misallocation and productivity

30:00 – What investors can do: informed, active strategies

35:00 – Key takeaways and resources
Resources & Links:
Teaminvest Membership
Our Funds
Contact Us
Join the Conversation:
Are you worried about your super? Share your story with us on LinkedIn, Facebook, or by email.
Subscribe & Follow:
Subscribe on Spotify | Apple Podcasts | YouTube
Follow us on LinkedIn, Facebook
About Teaminvest:

Teaminvest is an ASX-listed financial institution focused on empowering investors through education, rigorous analysis, and a community of like-minded wealth creators.
🎙️ Enjoyed this episode?

Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you.

📩 Join the conversation
Have thoughts or questions? Email us at [email protected] or connect with us on LinkedIn

🔗 Support the show
Love what we’re doing? Please show your love by sharing this episode with a friend.
...more
31min
July 30, 2025How to Prepare for ASX Reporting Season: Lessons from Howard Coleman
Reporting season is here! In this episode, Kerry Fleming and Teaminvest co-founder Howard Coleman unpack what reporting season means for Australian investors, why preparation is everything, and how Teaminvest’s disciplined, research-driven approach helps members uncover opportunities and avoid traps.
Key Topics Covered:
The meaning and importance of reporting season for ASX investors
The “slide rule” mindset: why mental preparation beats blind calculation
How to avoid common mistakes with calculators, spreadsheets, and forecasts
Real-world examples of market overreactions (and how to spot bargains)
The value of deep company research and collective wisdom
How Teaminvest filters for only the best companies
Actionable tips for long-term, fact-based investing
Timestamps:

00:00 – Introduction: Reporting season & slide rule analogy

03:30 – What is a slide rule? Preparation vs. automation

08:00 – Calculator errors and spreadsheet traps

13:00 – Why investors must “do the work”

16:00 – Bargains and selling opportunities during reporting season

21:00 – Teaminvest’s collective approach

25:00 – Key takeaways & next steps
Resources & Links:
Teaminvest Membership
Our Funds
Contact Us
Join the Conversation:
How do you prepare for reporting season? Share your tips on LinkedIn, Facebook, or by email.
Subscribe & Follow:
Subscribe on Spotify | Apple Podcasts | YouTube
Follow us on LinkedIn, Facebook
About Teaminvest:

Teaminvest is an ASX-listed financial institution focused on empowering investors through education, rigorous analysis, and a community of like-minded wealth creators.
🎙️ Enjoyed this episode?

Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you.

📩 Join the conversation
Have thoughts or questions? Email us at [email protected] or connect with us on LinkedIn

🔗 Support the show
Love what we’re doing? Please show your love by sharing this episode with a friend.
...more
29min
July 23, 2025Finding an Investment Philosophy That Works: Sanjee Narendran’s Story
In this episode, Kerry Fleming interviews Sanjee Narendran (Head of Funds Management & Education, Teaminvest) about his journey from stockbroking and business management to discovering a proven, fact-based investment process. Sanjeev shares how his family’s resilience, industry insights, and the power of community shaped his approach to investing—and how Teaminvest’s collaborative model helps members avoid common pitfalls and build lasting wealth.
Key Topics Covered:
The importance of a personal investment philosophy
Lessons from a migrant family and building resilience
The realities of the stockbroking industry: stories vs. substance
The shift from trading to true business ownership
Teaminvest’s “circle of competence” and collective wisdom
The value of community, shared expertise, and disciplined methodology
How Teaminvest funds and membership support investors at every stage
Timestamps:

00:00 – Introduction

04:00 – Family, migration, and early influences

08:00 – Investing, property, and lessons from the GFC

14:00 – Broking industry realities and capital raisings

20:00 – Business management and investing

24:00 – Discovering Teaminvest’s approach

30:00 – Membership, funds, and collective opportunity

34:00 – Final thoughts & invitation to join
Resources & Links:
Teaminvest Membership
Our Funds
Contact Us
Join the Conversation:
What’s your investment philosophy? Share your thoughts with us on LinkedIn, Facebook, or by email.
Subscribe & Follow:
Subscribe on Spotify | Apple Podcasts | YouTube
Follow us on LinkedIn, Facebook
About Teaminvest:

Teaminvest is an ASX-listed financial institution focused on empowering investors through education, rigorous analysis, and a community of like-minded wealth creators.
🎙️ Enjoyed this episode?

Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you.

📩 Join the conversation
Have thoughts or questions? Email us at [email protected] or connect with us on LinkedIn

🔗 Support the show
Love what we’re doing? Please show your love by sharing this episode with a friend.
...more
41min
July 16, 2025The Biggest Investing Mistakes (and How to Avoid Them)
Episode Summary:
In this episode, Kerry Fleming and the Teaminvest team tackle the most common (and costly) mistakes investors make—from misunderstanding risk to letting emotions drive decisions. Learn the real definition of risk, how human behaviour can sabotage your portfolio, and the practical strategies you need to stay disciplined, fact-based, and focused on long-term wealth creation.
Key Topics Covered:
The true meaning of risk for investors
Why academic risk definitions don’t match real-world investing
Human behavioural traps: impatience, FOMO, emotional decisions
The power of patience and compounding
How to avoid “cutting the flowers and watering the weeds”
Real-world examples and actionable solutions
The importance of research, factfulness, and having a disciplined process
Timestamps:
00:00 – Introduction
02:00 – Understanding risk
06:00 – Human behaviour and investing mistakes
08:30 – Impatience and the cost of being too active
11:00 – Chasing trends and FOMO
14:00 – Emotional investing vs. strategic investing
18:00 – Factfulness and research as your edge
21:00 – The pitfalls of timing the market
25:00 – “Cutting the flowers, watering the weeds”
28:00 – Practical strategies for smarter investing
30:00 – Key takeaways & invitation to connect
Resources & Links:
Teaminvest Membership
Contact Us
Join the Conversation:
What’s the biggest investing mistake you’ve learned from? Share your story with us on LinkedIn, Facebook, or by email.
Subscribe & Follow:
Subscribe on Spotify | Apple Podcasts | YouTube
Follow us on LinkedIn, Facebook
About Teaminvest:
Teaminvest is an ASX-listed financial institution focused on empowering investors through education, rigorous analysis, and a community of like-minded wealth creators.
🎙️ Enjoyed this episode?

Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you.

📩 Join the conversation
Have thoughts or questions? Email us at [email protected] or connect with us on LinkedIn

🔗 Support the show
Love what we’re doing? Please show your love by sharing this episode with a friend.
...more
44min
July 09, 2025Active vs Passive Investing: How to Choose the Right Strategy for Long-Term Wealth
Episode Summary:
In this episode, TIP Group CEO Andrew Coleman and Head of Funds and Education, Sanjee Narendran unpack the ongoing debate between active and passive investing. Learn the fundamental differences, the impact of fees and compounding, and how to select the right approach for your goals. Get insights from the latest ASA conference, real-world examples, and practical tips to avoid common traps and build wealth that lasts.
Key Topics Covered:
What is passive investing? (Index funds, ETFs, and how they work)
What is active investing? (High conviction management, pros and cons)
The truth about industry statistics and fees
How compounding returns can dramatically change your outcome
What to look for in a fund manager
Common myths and selective marketing in the investment world
How to assess risk, volatility, and your own investment capabilities
Actionable steps to make smarter, more confident decisions
Timestamps:
00:00 – Introduction
02:40 – Defining passive vs active investing
03:25 – How passive and active strategies work
04:00 – Statistics, fees, and industry marketing
08:00 – Choosing the right fund manager
10:00 – Not all funds are created equal
12:30 – Risk, volatility, and due diligence
23:00 – Compounding returns and long-term impact
22:00 – Key takeaways and next steps
Resources & Links:
Teaminvest Membership
Teaminvest Access Fund
Conscious Investor Fund
Contact Us
Join the Conversation:
Do you prefer active or passive investing? Share your thoughts in the comments or email us at [email protected]
Subscribe & Follow:
Subscribe on Spotify | Apple Podcasts | YouTube
Follow us on LinkedIn, Facebook
About Teaminvest:
Teaminvest is an ASX-listed financial institution focused on empowering investors through education, rigorous analysis, and a community of like-minded wealth creators.
🎙️ Enjoyed this episode?

Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you.

📩 Join the conversation
Have thoughts or questions? Email us at [email protected] or connect with us on LinkedIn

🔗 Support the show
Love what we’re doing? Please show your love by sharing this episode with a friend.
...more
31min

FAQs about Teaminvest Wealth Builders:

How many episodes does Teaminvest Wealth Builders have?

The podcast currently has 21 episodes available.