Standby for a 'giveaway' pre-election Federal Budget on March 25. If history is any guide there is little for investors to worry about this time around: In fact, the main challenge might be keeping up with the areas of the economy which receive the most largesse from Treasurer Jim Chalmers.

Financial adviser Will Hamilton joins wealth editor James Kirby in this episode.

In today's show, we cover:

• An early call on the forthcoming Federal Budget
• Private credit - Don't say you weren't warned
• The rebound in property trusts
• La Dolce Vita and the Australian pension system!

 

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Real estate transactions typically involve people who are not used to sending large amounts of money through the banking system; It's the perfect setting for internet fraud. 
Real estate agents and conveyance lawyers are now struggling to get their daily work done as cybercrime accelerates...what to do?

Buyer's advocate Kitty Parker joins wealth editor James Kirby in this episode.

In today's show, we cover:

• Protecting your money from real estate cybercrime
• New anti-fraud technology for helping property investors
• Do you need a property manager? 
• The real estate costs that you never saw coming 

 

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It's a defining feature of our economy: One in two Australians is involved in the Bank of Mum and Dad, and until now nobody had any hard numbers on the very big business of handing money to adult kids. Global investment bank UBS has finally got a measure on the 'elephant in the room' and it's time we talked to them.

Richard Schellbach, equities strategist at UBS joins wealth editor James Kirby in this episode.

In today's show, we cover:

• How the Bank of Mum and Dad really works 
• The Deepseek sell-off and what it means for tech stocks 
• Trump's tariffs: Should we worry?
• Aus stock sectors set to outperform in the US 

 

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They call it an 'information gap': Property professionals know property but can't be expected to offer independent advice. Meanwhile, independent financial advisors rarely know much about property. What's the best way forward for the everyday investor?

Financial adviser James Gerrard joins wealth editor James Kirby in this episode.

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In today's show, we cover

• How to find financial advice on property
• Why most advisers are not much help
• The most common mistakes of property investors 
• Using super for residential property 

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Interest rates are set to fall in 2025 - and we may have to say goodbye to the days of 5 per cent returns for zero risk. Of course, there is no lack of opportunists standing in the wings with ideas for your money: The problem is that most of these 'opportunities' will come with a lot more risk than a bank deposit. What to do?

Liam Shorte of the Sonas Wealth group joins wealth editor James Kirby in this episode.

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In today's show, we cover

• Preparing for lower fixed-interest returns 
• The risk of alternatives...especially private credit funds
• Taking profits on Commonwealth Bank stock
• How much time should you spend on your investments 
  
  

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After the Los Angeles fires, it would be reasonable to assume that property values take a serious hit in the wake of a natural disaster. But this is not the evidence in the Australian market, a study from UNSW shows properties hit by fire and flood fully recover their values in line with the broader market. 

Nerida Conisbee, chief economist at Ray White group joins wealth editor James KIrby in this episode.

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In today's show, we cover

• What the property investor needs to know about natural disasters?
• Top-down or bottom-up?  
• The best approach to buying a property 
• Using social media in selling your property  
• Is the 40-year mortgage a bad thing ? 
  
  

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Over the summer holidays we put together a series of shows on the outlook for the year ahead: In those three episodes we looked at share markets and property markets and today we put it all together offering a comprehensive view of the prospects for your investment portfolio this year.

Financial adviser James Gerrard joins wealth editor James Kirby in this episode.

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In today's episode we cover: 

*The final numbers for investors in calendar 2024 

*Getting to know the consensus forecasts for key assets in 2025

*Gold, cash, bitcoin ...what's next

*The best approach to the new year 

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The experts tell us house prices should move higher by between one and four per cent in 2025. But that average forecast conceals a wide range of variables: Sydney and Melbourne may drop, Perth could keep going gangbusters for months. Haven't you heard?...all property is local. The key issue is to get started and stick to the right path in the year ahead.

In this special series show, we cover:

•  Capital city forecasts for the year ahead 
• Why internal migration patterns matter
•  The long-term promise of Melbourne
•  The factors that could knock our predictions off target.

Stuart Wemyss of Prosolution Private Clients joins wealth editor James Kirby in this episode 

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If bank stocks ran too hot on the ASX in 2024, should investors chase them again in 2025? 
Perhaps there are better opportunities in the year ahead: We're talking miners, industrials and technology leaders.

Jun Bei Liu, portfolio manager at Ten Capital joins wealth editor James Kirby in this special summer edition of the show.

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In today's show, we cover:

* The limited outlook for bank stocks
* The forces that may trigger a rebound for resource stocks 
* Why the consumer retail boom will keep going 
* CSL, JB Hi-Fi, Pro Medicus, Rio...what's in store? 

 

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How could the sharemarkets possibly repeat the powerful performance of 2024 in the year ahead? It's time to take a look at what the experts are predicting for the leading share markets over the next 12 months and why you are entitled to be (just a little bit) optimistic.

Marc Jocum, investment strategist at GlobalX ETFs joins wealth editor James Kirby in this special summer edition of the show.

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In today's show, we cover:
* The outlook for the ASX 
* 2025 on Wall Street 
* Megatrends of the coming year 
* A 'small cap' sunrise  

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