August 05, 2022
006 - Exchange Traded Funds – what they are & why you need them
If you’ve ever wondered what ETFs are, and how you can include them in your investment portfolio, listen to Patrick Keeley’s evidence-backed case for...
June 13, 2022
005 - Leaving a legacy – the practical steps you can’t avoid
In this episode we're talking about the practicalities of drafting, storing and updating your Will, Power of Attorney, Living Will and more. Adam Cappelli,...
May 19, 2022
004 - Your investment portfolio – Do It Yourself or get a Pro involved?
We’re simplifying the types of investment portfolios, and how you (or a fund manager) can best manage them to reach your financial goals. Jamie...
April 15, 2022
003 - Financial Wellness – a guide to get you there
In this episode we’re sharing some basic principles to kickstart your financial wellness journey and set you up with healthy money habits. Join Daniel...
March 25, 2022
002 - Including cryptocurrency in your investment portfolio - yes or no?
Wondering how to include cryptocurrency in your investment portfolio? Here’s a synopsis of Bitcoin and a few other cryptocurrencies worth noting. Vincent Heys and...
March 09, 2022
001 - Family Finances - How to win, together
No one looks after your money better than you, because no one cares about your financial security quite like you do. And even though...