ATO audits are no longer random—and property investors are firmly in the spotlight. In this episode, we break down how the ATO uses data-matching technology to target common mistake areas, and exactly what documents investors are being asked to produce. From proving property ownership, rental income, and loan interest deductions to handling insurance payouts, depreciation claims, repairs versus capital works, and main residence capital gains tax, this session walks through real audit examples and lessons learned. You’ll also learn why audit insurance is becoming essential, how it can protect you from unexpected professional fees, and what records you should be keeping now to avoid stress later. If you own property or plan to invest, this episode will help you stay compliant, prepared, and confident.

What would you do if life forced you to start again—with no assets, no margin for error, and no time to waste? In this powerful episode of Wealth Coffee Chats, we share the real-life journey of Patrick, a long-term client who rebuilt his entire financial future after divorce, uncertainty, and major life disruption. You’ll hear how disciplined planning, smart lending decisions, strategic property selection, and consistent portfolio reviews helped him move from rebuilding mode to joining the 1% Club with multiple properties and a clear path to retirement. This episode breaks down what actually drives long-term success in property—balancing growth, yield, risk, and life changes—while reminding you that setbacks don’t define your future, but your strategy does.

What if you could rewind the clock and start your property journey again, without the costly mistakes? In this New Year episode of Wealth Coffee Chats, we break down exactly where you should begin if you’re building an investment portfolio from scratch.

From assembling the right team to avoiding lending missteps that can quietly limit your future purchases, this episode reveals the foundations that separate investors who struggle from those who thrive. Whether you’re just getting started or wondering if your current strategy is holding you back, this conversation will challenge how you think about money, structure, and long-term success-and help you start 2026 with clarity and confidence.

Opportunities don’t wait—and neither should your property investing plan. This episode unpacks why being “ready” matters, how delays can quietly stall your portfolio growth, and what to do when a deal (like house-and-land) keeps getting pushed back. You’ll learn practical ways to review your position, access equity, and pivot with a smarter wealth strategy—without sacrificing lifestyle. A must-watch for anyone balancing finance decisions, market shifts, and long-term investing goals.

What will 2026 bring for interest rates, inflation, and mortgage strategy? This Finance Friday episode breaks down recent inflation and consumer spending signals, why some lenders are lifting fixed rates, and what that may imply for the next RBA move. You’ll also get three practical finance goals for the year—getting into the property market, leveraging equity, and paying down bad debt faster using tools like refinancing, budgeting, and offset accounts. A must-watch for property investing, interest rates, finance planning, and wealth strategy in 2026.

Most investors start with trial-and-error—buying close to home, hoping for growth, and getting caught out by cashflow surprises. This episode breaks down what a property investment coach actually does: building a tailored property investing strategy, stress-testing finance and buffers, and helping you make smarter decisions with data (not emotion). You’ll also learn why “time in the market” isn’t enough without due diligence, cashflow planning, and the right team. Perfect for anyone serious about wealth strategy, portfolio building, and investing with confidence.

Why are hot cross buns on supermarket shelves in January? And more importantly, what does that have to do with your property portfolio?

In this final Wealth Coffee Chats episode for 2025, we take stock of the year that was—from RBA rate decisions to ATO warnings for self-employed professionals. Discover how key global markets performed, why alternative assets had a mixed year, and what changes could impact your business structure in 2026. Plus, we explore the growing ATO scrutiny on income distribution for self-employed individuals.