Teaminvest Wealth Builders

In this special repeat episode, Kerry Fleming and Sanjee Narendran reveal why the best investors always look beyond the product to focus on business fundamentals, management quality, and long-term performance. Discover why first-mover advantage is rarely enough, how to spot the difference between a great idea and a great investment, and the Team Invest approach that’s delivered outperformance for...

For long-term value investors, great businesses are built by people — and poor management can destroy even the strongest businesses. In this episode, Kerry Fleming and Andrew Coleman explain why assessing company management is one of the most important — and most underestimated — parts of disciplined investing. Rather than relying solely on numbers, this discussion focuses on leadership behaviour,...

How do you ensure your wealth lasts — not just for your children, but for generations to come? In this episode, Kerry Fleming sits down with Andrew Coleman to unpack the real-world strategies, mindset, and education needed for successful intergenerational wealth transfer. Discover why most families fail to plan, how compounding can transform your legacy, and the crucial roles of education and cult...

Market bubbles are a recurring feature of investing history — but disciplined value investors approach them very differently. In this episode, Kerry Fleming sits down with Howard Coleman, co-founder of Teaminvest, to explore how bubbles form, why they're so hard to recognise in real time, and how long-term investors can protect capital — and sometimes find opportunity — even during market man...

Successful long-term investing is built on principles — not predictions. In this episode, Warren Buffett and Charlie Munger’s most enduring investment ideas are unpacked through the lens of disciplined value investing. We explain why patience, temperament, and process matter far more than forecasting — and how these timeless principles can help investors navigate any market cycle. Rather than chas...

Superannuation is one of the most important, and least understood, components of long-term wealth in Australia. The superannuation system has grown to over $3 trillion — double the size of our economy. But is this massive pool of retirement savings working for everyday Australians, or is it being undermined by hidden risks. In this episode, we examine the structural risks within Australia's s...

Reporting season creates noise, volatility, and opportunity — but only for investors who are prepared. In this episode, Kerry Fleming is joined by Howard Coleman, co-founder of Teaminvest, to explain how disciplined, long-term value investors approach reporting season in Australia. Rather than reacting to headlines or market consensus, this discussion focuses on preparation, discipline, and deep b...

Successful investing stems from philosophy, process, and patience. In this episode, Kerry Fleming speaks with Sanjee Narendran about how disciplined, long-term value investors develop a clear investment philosophy and why it becomes the foundation for better investment decisions. Drawing on Sanjee's journey from stockbroking, business management, and eventually discovering a proven, fact-base...

Most investing mistakes aren't caused by bad markets — they're caused by poor understanding of risk, behaviour, and process. In this episode, we break down the most common (and costly) errors that derail long-term investment outcomes. From misunderstanding risk to letting emotion override discipline, this discussion explains why many investors struggle — and how a disciplined, fact-based...

The debate between active and passive investing is often reduced to fees and past performance. Disciplined, long-term value investors look deeper. In this episode, Andrew Coleman and Sanjee Narendran unpack the real differences between active and passive investing — including how index funds, ETFs, and high-conviction active strategies behave across market cycles. Rather than promoting one approac...

Diversification is often described as the cornerstone of risk management — but taken too far, it can quietly undermine long-term investment returns. In this episode, we examine the concept of "diworsification" and why disciplined value investors think differently about portfolio construction. This discussion focuses on downside risk, conviction, and understanding what you own. Drawing on...

Long-term investing success is driven as much by what you avoid as what you own. In this episode, we explain how disciplined value investors identify businesses that can compound wealth over time (Wealth Winners®) and just as importantly, recognise the warning signs of companies that quietly destroy capital (Capital Killers™). Learn how Teaminvest members use a structured framework that blends qua...

Changes to superannuation rules matter most to investors who think long term, especially those using Self-Managed Super Funds. In this episode, Meleena Mitchell, Head of SMSF at TIP Group, explains what Division 296 tax means in practice for high net-worth superannuation members and SMSF investors. While the policy appears simple on the surface, its impact on returns, structure, and long-term plan...

In this episode, we're unpacking a topic that sits at the heart of long term business success. The difference between a partner mentality and an owner or founder mentality. You'll hear a thoughtful discussion about why the mindset of a company's leadership, whether they see shareholders as true partners or simply as investors, can make all the difference to a business's growth,...

Valuation sits at the heart of value investing — yet it’s one of the most misunderstood parts of the process. In this episode, Andrew Coleman and Sanjee Narendran unpack how disciplined, long-term investors approach valuing businesses and assets. Rather than relying on overly complex traditional financial models or market noise, this conversation focuses on practical judgement, business fundamenta...

Great products don’t always make great investments. In this episode, Kerry Fleming and Sanjee Narendran (Head of Funds Management and Education) explain why disciplined, long-term value investors look beyond the product, and the factors that truly drive long-term returns. We hope you enjoy this episode and remember to stay informed, stay invested and keep building wealth. 🎧 Available on YouTube ,...

In this bonus episode of the Wealth Builders Podcast, Andrew Coleman explains why business moats matter to disciplined, long-term investors — and how sustainable competitive advantages help protect returns across market cycles. A moat is anything that allows a company to remain a price maker, fend off competitors, and continue delivering a sustainable competitive advantage. This short episode expl...

In this episode of TIP Wealth Builders, Kerry talks with Peter Hasrouni about the benefits of having good strategies in place. A good strategy can help in all aspects of your life from your private life to your professional life. Sit back and let Peter guide you through the what, why and how of strategy implementation.  Stay informed, stay invested and keep building wealth. 🎧 Available on YouTube...

In this episode of TIP Wealth Builders, Kerry discusses the power of compounding with Sanjee Narendran, Head of Funds Management and Education at TIP Group. Sanjee shares his own journey with compounding, goes through some real-life scenarios using online calculators and discusses the importance of not just compounding wealth but also education and the role that has played with his daughter and he...

In this episode of TIP Wealth Builders, Kerry talks with Andrew Coleman, Sanjee Narendren and Peter Hasrouni about the volatility in the market at the moment. What does that volatility mean for investors? What opportunities does volatility present? How do we block out the noise so we can focus on the important things like compounding our wealth and knowledge.  Stay informed, stay invested and keep...

Episode 1 explores who TIP Group and Teaminvest are, what makes us different and why our investment methodology stands out. Joining your host, Kerry Fleming in this episode is TIP Group CEO, Andrew Coleman, Head of Funds Management and Education, Sanjee Narendran and Corporate Adviser Peter Hasrouni.  Stay informed, stay invested and keep building wealth. 🎧 Available on YouTube , Apple Podcasts a...