The Wealth Collective

In this episode Pete and Zac run through the five biggest policy changes proposed and how these could potentially impact your investments. 

In this episode Pete and Zac go through the 7 deadly sins and how they relate to investing. 

In this episode we go through some of the questions we have received including how often people should review their insurances, what is a share buy back and is it worthwhile and also what is the best way to transition to retirement, 

in this episode Pete and Zac discuss the financial implications of getting a redundancy and how you can make it work in your favour rather than seeing it only as a negative. They discuss the ways to make the most of your package and what you should be looking out for when you start a new job. 

In this episode we are joined by Property Advisor from Synergy, Andrew Skubel. We discuss where we are at in the market and what people should be thinking if they are looking to buy property in the near future. For more detail on Andrew go to http://synergybsm.com.au/ and his profile is here at http://synergybsm.com.au/agents/andrew-skubel/

In this episode we are joined by Senior Associate from Argent Law, Stephanie Hope. We discuss all things Divorce and the financial implications of this.  Steph is a family law specialist with years of expertise in the family law field. If you want more details on how to contact Steph please go to https://www.argentlaw.com.au/

In this special episode of the Wealth Collective podcast, Pete and Zac discuss the proposed changes and announcements from the 2019 federal budget and how these could potentially impact you.  If you have any questions about the budget and how it might impact you, email them through to connect@pekada.com.au

In this episode Pete and Zac are joined by Cameron Johnson from Rucker Financial to discuss personal tax. Getting closer towards the end of financial year it is timely to discuss ways to legally minimise tax and what people should be doing during the year to make tax time a lot easier.  To get in contact with Cameron you can email him on cameron.johnson@rucker.com.au or call the office 03 987...

in this weeks episode Pete, Zac and Mardy talk about what it means to live richly and how to achieve it. We have just launched our #dontdiepoor campaign that is all about helping people live richly.  Read more about it here: https://www.pekada.com.au/2019/03/dont-die-poor-how-pekada-can-help-you-live-rich/

In this episode Zac and Pete discuss the proposed changes to franking credits should Labor get in at the next federal election which is looking more and more likely. This is a policy that will potentially affect a lot of self funded retirees so we look at the possible ramifications and what portfolio changes, if any, you should look to implement. 

It is International Womens Day and Pete is joined on the podcast by Principal Adviser @ Pekada, Rhiannon Kanoniuk talking about some interesting studies which suggest that women are better investors than men.  There are  some big generalisations here, but well worth diving into the findings. Articles of interest:  Forbes - Why Women Are Better At Investing Fidelity - Who's the Bette...

In this episode Pete and Zac are joined by Daniel Reaper to discuss the keys to investing for long term profits and strategies that will hopefully make you a successful long term investor. 

In this episode Pete and Zac are joined by Brad Matthews from Plain English Economics to discuss current market and economic conditions and what to expect in the future.  Zac and Pete also discuss what a risk profile is and how it can impact your investments and how you construct a portfolio. 

In this episode Zac and Pete discuss how to make your kids money smart. Sharing tips on how to educate children about money and investing from an early age through to young adulthood. 

In this episode Pete, Zac and Dan run through the findings of the royal commission and how these will affect you as an Australian. They look in detail at some of the key findings and what this will mean for everyday Australians looking at getting advice. Royal Commission reports - https://financialservices.royalcommission.gov.au/Pages/reports.aspx

In this weeks episode Zac and Pete discuss the age old question 'will I have enough to retire?' They go into detail about how you can decide if you will have enough and what to do if it looks like you might be a bit short. They also discuss what asset allocation you should have in retirement. Retirement Tracker - http://www.superguru.com.au/ExternalFiles/calculators/retirement-tracker/#/ ASFA Reti...

In this episode of the Wealth Collective Podcast Pete, Zac and Daniel discuss combining finances together as a couple and the things to look for when merging your finances with your significant other. 

Pete, Zac and Dan run through how to effectively set goals and how to set goals that you will actually work towards and be able to achieve. They also run through some of the most common financial resolutions that people set in a new year and give you some tips on how to make them happen. 

Pete, Zac and Daniel take a look at the proposed changes to negative gearing that Labor is looking at bringing in if they're successful at the next election, which is looking more and more likely. They take a look at the potential implications for these changes and what this could mean for you.

Latest episode of The Wealth Collective Podcast by Pekada

We hope you enjoy the podcast and as always feel free to email us any questions at connect@pekada.com.au

Pete, Zac and Daniel take a deep dive into superannuation funds and what you should be looking for in yours in terms of investment options, insurances, fees and beneficiary nominations. Also, we were joined by Melissa Robinson from Loanworx (melissa@loanworx.com.au) to talk about home loans, what has changed recently, some tips to ensure you get the best loan for you. Any questions please contact...

Pete, Zac and Daniel are on the podcast talking what to do with a big tax return, First home Saver Scheme and TPD cover

Pete, Zac and Daniel talking why you should see a financial adviser & How to manage your portfolio in volatile times