Burke Britton Financial Partners

Fine Answers

Your home for all things financial, Investment, money and lifestyle. Hosted and curated by the talented team of Certified Financial Planners at Burke Britton Financial Partners. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs. I...

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Autor

Burke Britton Financial Partners

Categoría

Business

Web del podcast

bbfp.com.au

Último episodio

9 de nov. de 2026

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Episodios

The Million Dollar Estate Mistake w. Tristan Burke #121 25.02.2025

In this episode, Tristan Burke from Harwood Andrews talks about the recent changes in probate filing fees, how to protect your estate, and the role AI is playing in the legal world. We also dive into some practical tips that can help you navigate these changes and secure your estate. If you're thinking about your estate or curious about how tech is shaping law, this one's for you! 👨‍⚖️ If you'd l...

Why Most Property Sales End Badly w. Vittoria De Stefano #120 17.02.2025

In this episode, we chat with Vittoria De Stefano, Principal at Harwood Andrews, about the evolving world of property and business law. She shares insights on building strong client relationships, mentoring the next generation of lawyers, and making legal advice more accessible.  Don't miss this insightful discussion on leadership, growth, and the impact of clear, practical legal guidance! Check o...

Changing the Game in Banking W. Cam Murnane #119 10.02.2025

In this episode of the Fine Answers Podcast, we're chatting with Cam Murnane, the Community Development Manager at Beyond Bank Australia. Cam gives us a behind-the-scenes look at how Beyond Bank is making a real difference in local communities, especially in Geelong. From helping clubs and NFPs with banking solutions to supporting them through sponsorships and volunteering, Cam shares how everyone...

Building Mental Resilience in Sport W. Madi Browne #118 03.02.2025

From sports broadcasting to side hustles, Madi Browne does it all—and she's just getting started. In this episode, we dive into how she balances her many passions, the challenges she's faced, and the mindset that keeps her pushing forward. From career shifts to mental resilience, this conversation is all about growth, hustle, and staying ahead. Get ready for an inspiring and energizing chat you wo...

The Incredible Impact of Guide Dogs Australia w. Simon, Melanie and Zoe #117 27.01.2025

Discover the incredible impact of guide dogs — told by the people who know them best. In this episode, Jay interviews Simon McDonald-Kerr, a highly experienced orientation and mobility specialist, Melaine Robinson, Guide Dogs Victoria's Planned Giving Relationship Coordinator and Zoe Duncan, Melanie's support worker. As Burke Britton has a strong culture of philanthropy we always like to highlight...

Managing and Diversifying Fixed Income Portfolios W. Edward Leung #116 22.01.2025

In this episode of the Fine Answers Podcast, hosts Ben Kemp and Jay Burke are joined by Edward Leung, a Senior Investment Specialist and Client Portfolio Manager from Macquarie. Edward brings over 15 years of experience in the fixed income space and shares his insights on the complexities and importance of fixed income investments. Key Topics Discussed: Introduction to Fixed Income: Edward explain...

Ensuring Sports Thrive In Our Local Community w. Ed Wilson #115 13.01.2025

What would we do without local sports in our communities? It takes a team of experts to make sure we can have sporting clubs that flourish in our local communities and if you're interested in a career in sports then don't miss this episode with Ed Wilson. If you'd like to check us out: Facebook: https://www.facebook.com/burkebrittonfp Instagram: https://www.instagram.com/burkebrittonfp/ TikTok: ht...

How To Future Proof Your Business With AI #114 06.01.2025

Are you concerned about AI and how it will affect your business in 2025 and beyond? In this episode, Jay interviews Eden Pearson from Utilitise IT and he discusses the future of AI in business and how to ensure you aren't left behind.  If you'd like to check us out: Facebook: https://www.facebook.com/burkebrittonfp Instagram: https://www.instagram.com/burkebrittonfp/ TikTok: https://www.tiktok.com...

Planning for retirement #113 30.12.2024

Do you have a plan for retirement? If you've ever thought of aged care living for yourself or for a family member you won't want to miss this episode.. If you'd like to check us out: Facebook: https://www.facebook.com/burkebrittonfp Instagram: https://www.instagram.com/burkebrittonfp/ TikTok: https://www.tiktok.com/@burkebrittonfp Podcast: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU If yo...

Planning for Generational Wealth #112 23.12.2024

Are you planning for generational wealth? Most people just think about their finances for the next year ahead but what about your kids and then their kids? In this episode, Jay and Ben discuss planning for generations ahead so you can be prepare for any situation. If you'd like to check us out: Facebook: https://www.facebook.com/burkebrittonfp Instagram: https://www.instagram.com/burkebrittonfp/ T...

How To Turn Youtube Into A Career w. Corey Murphy #111 16.12.2024

Ever thought of turning Youtube into a career? In this episode with Corey Murphy we explore his journey from hospitality to making an income from Youtube. He shares some of the best kept secrets to growing on Youtube and the reality of what it's like to be a full time content creator If you'd like to check us out: Facebook: https://www.facebook.com/burkebrittonfp Instagram: https://www.instagram.c...

Market Update December 2024 - Adam Dawes, Shaw And Partners 11.12.2024

This episode dives into the must-know essentials for anyone looking to make smarter financial decisions. Whether you're a seasoned investor or just starting out, we cover how to navigate the complexities of financial planning with confidence. From avoiding common pitfalls to understanding the role of partnerships and professional advice, this conversation is packed with actionable insights to help...

Episode #110 - The Future of Networking 09.12.2024

In Episode 110, we sit down with Sarah Milgate, Darcy O'Rourke, and Ash Heslop from Geelong Young Professionals (GYP) to explore how they're reshaping the networking scene. These three dynamic individuals share their insights on making connections that matter, building inclusive events, and adapting to the challenges of a post-COVID world. If you've ever struggled with networking or want to create...

Market Update November 2024 – Ben Kemp & Jonathan Tolub 25.11.2024

 In this quarterly update, Ben Kemp from Burke Britton Financial Partners and Jonathan Tolub, Investment Director at InvestSense, unpack the latest insights from their Investment Committee meeting. Together, they explore market developments, portfolio adjustments, and the broader economic landscape.   This episode highlights: U.S. Political Shifts: How the surprising outcome of the U.S. elections,...

#109 – Planning for Freedom: Tom & Grace Parfrey on Building a Flexible Life 10.11.2024

In Episode 109, we sit down with Tom and Grace Parfrey to explore how careful planning and a commitment to financial freedom have allowed them to create a lifestyle of flexibility and adventure. Over the past two years, the couple has navigated house-sitting and travel across Australia while balancing work commitments and long-term financial goals. Tom, a power systems specialist, and Grace, a Pil...

#108 - Building Financial Success: Insights from Damien McIntyre and Simone Newman 04.11.2024

In Episode 108, we're excited to have Damien McIntyre, CEO of GSF Funds Management, and Simone Newman, Key Account Manager at Antares GSF, as our special guests. Join us as they share their unique insights into the world of funds management, the evolution of GSF, and the importance of building relationships in the financial services industry. From discussing the foundations of GSF to navigating th...

#107 - Empowering Youth: Michelle on Mental Health and Sports 28.10.2024

In Episode 107, we welcome back Michelle, General Manager of Read the Play, for her second appearance on the show. Michelle discusses the incredible work her organisation is doing in providing mental health education to young people through sporting clubs. From expanding programs for younger age groups to tackling critical issues like smoking, vaping, and underage drinking, Michelle shares how Rea...

#106 – Mastering the Mortgage Game with Andrew Paterson 21.10.2024

In Episode 106, we sit down with Andrew Paterson, Senior Mortgage Broker at Aussie Wide Financial Services, to discuss everything you need to know about navigating the world of home loans and property finance. From helping first-home buyers crack the property market to managing investment portfolios, Andrew shares insider tips on how to secure the best loan, avoid common mistakes, and build a stro...

#105 – Harnessing AI and EOS Principles with Chris Davies 14.10.2024

Join us for an inspiring and insightful episode as we sit down with Chris Davies, as his journey from his roots in South Australia and Geelong to the founding of EvoLogic, and how his career has evolved into helping other businesses thrive as an EOS Implementer. In this episode, Jay and Chris dive deep into the world of AI tools, discussing how Otter and Copilot have revolutionized their transcrip...

#104 - Medieval Minds: Rediscovering Ancient Knowledge with Bernard Muir" 07.10.2024

In Episode 104, we sit down with the esteemed Bernard Muir, a scholar with over 40 years of experience in medieval studies, to explore the fascinating world of medieval literature, history, and languages. Bernard takes us through his academic journey, his deep dive into Anglo-Saxon England, and the rediscovery of ancient texts. From the influences of Seneca on Shakespeare to the preservation of La...

Market Update September 2024 – Sam Crompton, Shaw and Partners 30.09.2024

September 2024 Market Update featuring Sam Crompton, Jay Burke, and Ben Kemp: Market Themes: - Interest rate cycle and its impact on valuations, currencies, and sector rotation - Potential for a "soft landing" vs "hard landing" as central banks navigate inflation - Importance of the upcoming US election and its implications for energy policy - Strength of the Australian economy driven by factors l...

#103 – Insurance 101: How Much Cover Do You Really Need? 30.09.2024

In Episode 103, we tackle the often-overlooked but crucial topic of personal insurance. From life and disability cover to income protection and trauma insurance, we break down what each type of insurance does and, more importantly, how much coverage you might actually need. Learn the essentials of balancing risk, managing costs, and making informed decisions about what coverage is right for you an...

#101 – Aged Care Insights: Navigating the Journey with Confidence 16.09.2024

In this insightful episode we dive deep into the complex world of aged care with our resident expert, Delta. We explore key considerations for families navigating the emotional and financial challenges of aged care planning, including whether parents need to sell their home to enter care, how to fund large accommodation deposits, and the importance of early conversations around estate planning and...

A Milestone Moment - Our 100th Episode 30.08.2024

We're thrilled to celebrate our 100th episode with you, our incredible listeners and community. As a Geelong-based financial planning firm, we take immense pride in our close-knit relationships with clients and our commitment to our local community. In this milestone episode, we want to take a moment to extend our heartfelt thanks to everyone who has been part of this journey. From our loyal liste...

Navigating the Markets - August 2024 Insights with Ben Kemp and Johnathan Tolub 30.08.2024

Welcome back to another market update, your go-to source for the latest financial insights and market trends. In this special August 2024 update, we're thrilled to welcome two expert voices to the discussion: Ben Kemp from Burke Britton Financial Partners and Johnathan Tolub from Invest Sense. Join us as Ben and Johnathan break down the key market movements and economic developments shaping the in...

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