A quick close out to 2025 and a see ya in 2026!

Finally we have Trent and Asha in the same studio t celebrate some wins and learnings from what was a busy 2025!

Please check out our website www.platinumfinancialplanning.com.au

After a bit of a hiatus we are back! well, just Trent for this episode.

A quick update on Platinum Financial Planning and some other goings on.

Check out our newly revamped website www.platinumfinancialplanning.com.au

Episode 4: Investment Asset Classes

In this insightful episode of The Platinum Podcast, hosts Asha and Trent dive into the diverse world of investment asset classes. They break down the key characteristics, benefits, and potential risks associated with each type of investment, helping listeners make informed decisions.

The episode starts with a discussion on direct shares, exploring how investing in individual stocks can offer high returns but also comes with increased risk. Asha and Trent then move on to managed funds, explaining how these pooled investments can provide diversification and professional management but may come with higher fees.

Next, they examine exchange-traded funds (ETFs), highlighting their flexibility and cost-effectiveness as a way to invest in a broad market or sector. The conversation then shifts to direct property, where they discuss the advantages of tangible assets and rental income, alongside the challenges of property management and market fluctuations.

The hosts also cover the role of cash in an investment portfolio, emphasizing its stability and liquidity, but noting its lower return compared to other assets. Finally, they delve into the world of cryptocurrency, addressing its potential for high returns and volatility, as well as its emerging role in modern investment strategies.

Throughout the episode, Asha and Trent offer practical advice, share personal insights, and provide listeners with a comprehensive overview of how each asset class fits into a balanced investment portfolio.

Tune in to understand how different asset classes can work together to meet your financial goals!

Feel free to send us through any questions or comments and connect with us.

Website: www.platinumplanners.com.au

email: [email protected]

Episode 3: Navigating Personal Insurance

In this episode of The Platinum Podcast, we dive into the world of personal insurance. We'll explore the various types of insurance coverage available, offer guidance on how to effectively structure your policies, and emphasize the critical role of beneficiaries. Tune in to learn how to safeguard your family and loved ones financially and ensure you’re making informed choices about your coverage.

please feel free to contact us if you have any questions, comments or feedback

www.platinumplanners.com.au

[email protected]

In this, our second episode we get a quick back ground on Trent, throw some random questions at Asha and we talk about the RBA rate decision for August and what it all means.

We then share some exciting technology updates in our business, the fear associated and business efficiencies.

Next week we will be chatting all things Insurance! (we promise it will be entertaining and interesting so please don't unsubscribe!)

Please send us through any questions or comments.

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FB - Platinum Financial Planing

Email - [email protected]

Website - www.platinumplanners.com.au

🎙️ Welcome to Episode 1 of The Platinum Podcast! 🎙️

In this introductory episode, we're excited to introduce you to your hosts, Asha and Trent, and give you a behind-the-scenes look at Platinum Financial Planning.

We'll share a bit about who we are, what drives us, and what you can look forward to in future episodes. From our expertise to our mission, we’re here to give you a clear picture of what’s coming up and how we’ll be guiding you through the world of finance.

So, buckle up and get ready to dive into a journey with us!

Website: www.platinumplanners.com.au

Email: [email protected]