Fine Answers

In this episode of "Where There's a Will, There's a Way" podcast, host Stefan from Coulter Legal is joined by Jay Burke from Burke Britton Financial Partners. They delve into Jay's background, both personal and professional, as a father of five and a director at Burke Britton Financial Partners. The discussion focuses on the intersection of estate planning and financial planning, emphasising the i...

In this captivating episode, the team dives deep into the world of personality profiling, exploring how this powerful tool can revolutionize the way we communicate, collaborate, and navigate our personal and professional lives. Led by psychologist Stephen Smith, who has over 20 years of experience in private profiling, the discussion uncovers the four key personality types - Dominance, Influence,...

Episode 98 of the Fine Answers Podcast features a special guest - Adam Dawes, senior investment advisor at Shaw and Partners, who is making his third appearance on the show. Adam shares his insights on the current state of global and domestic markets, discussing topics such as:   The potential impact of the upcoming US election and the risks posed by geopolitical tensions, particularly around Taiw...

In episode 97, we sit down with Lee Wisniewski, the owner of Fidget Finance, a boutique mortgage broker business based in Geelong. Lee shares his fascinating journey from fitness to finance, including how a brain hemorrhage in 2008 led him to reevaluate his career and eventually start his own mortgage brokerage.   Lee provides valuable insights into the mortgage finance industry, including the imp...

Our hosts Jay and Delta welcome psychologist Narelle Clark to share her unconventional path to her dream career. After starting in the business world, Narelle finds her calling to psychology but life keeps presenting obstacles. Just as she's ready to enroll in her degree, she meets her future husband!    Juggling study, work and starting a family, Narelle's determination sees her through 16 years...

Join our hosts, Jay and Ben, as they sit down with special guest Jonathan Tulub from Investsense for an enlightening panel discussion on the intricacies of the financial services industry. Our experts share their wealth of experience and insights, highlighting the importance of a clear investment philosophy, building strong client relationships, and staying ahead of technological advancements.   I...

Join hosts Ben Kemp and Jay Burke, along with special guest David Busoli from SMSF Alliance, on this enlightening episode of Fine Answers as they explore the ever-evolving landscape of the financial services industry. From discussing the importance of better planning and organization to delving into the intricacies of managing self-managed super funds (SMSFs), Ben, Jay, and David provide a compreh...

In this episode of Fine Answers, Jay Burke and Ben Kemp provide invaluable insights into the importance of understanding client needs when developing investment strategies. With a keen focus on holistic financial planning, Jay and Ben emphasize the necessity of looking beyond immediate advice and considering clients' broader financial goals and circumstances. Through thoughtful discussion, Jay and...

Join hosts Jay and Ben along with special guest Jonathan Tolub, Director at InvestSense, for an in-depth market update on this episode of Fine Answers. As partners at Burke Britton Financial Partners, Jay and Ben collaborate with InvestSense to provide clients with expert investment management solutions. In this episode, Jay, Ben, and Jonathan discuss recent market trends, emerging opportunities,...

In this episode of Fine Answers, hosts Ben Kemp and Jay Burke dissect the latest budget update and tax changes, offering valuable insights into how these developments impact individuals, small businesses, and retirees. From the introduction of a new paid superannuation scheme for parental leave payments to tax adjustments effective from July 2024, Ben and Jay break down the complexities of the fin...

In this episode, Che shares his recent experience of entering the property market for the first time, discussing the planning, challenges, and decisions involved in securing his first home. Guided by host Jay Burke, the two financial planners discuss the trials and tribulations of buying your first home. From navigating deposit requirements to considering future investment opportunities, Che provi...

Welcome to "The Wealth Shift," where we dive deep into the intricacies of property transitions and wealth management. Strap in for an insightful conversation guided by our seasoned hosts, Ben and Jay, certified Financial Planners extraordinaire. Tune in to gain invaluable insights and practical advice on managing property transitions and maximizing wealth preservation. Whether you're a seasoned ho...

Welcome back to another electrifying episode of The Interest Rate Rumble, where we dive headfirst into the dynamic world of interest rates and financial strategy! In this episode, our spotlight shines on Amiee, the practice manager, and unraveling financial mysteries. Tune in as Amiee, Ben and Jay go toe-to-toe with the rate rumble, arming listeners with the knowledge and confidence to navigate th...

Unlock the secrets of smart financial planning in this week's episode! Join Burke Britton's Hot Topic seminar as they dive into savvy end-of-financial-year tactics with Ascend Accountants and financial planner, Ben Kemp. From capital gains to deductions, get ready to maximize your savings before the tax year ends. Stay tuned for expert advice and cheeky money-saving tips!

Join certified financial planners Jay Burke, Ben Kemp and their guest, James Ramos from UtilITIse in this episode of the Fine Answers podcast. James shares his journey from working in IT at Cotton On to becoming part of UtilITIse, providing insights into his career choices and experiences along the way.   The conversation delves into the role of technology in business, highlighting the importance...

Show notes:   Join hosts Jay Burke and Peter Burke as they delve into the fascinating journey of Geoff Wilson, the Founder, Chairman and Chief Investment Officer for Wilson Asset Management, and the visionary behind Future Generation. From his humble beginnings in suburban Melbourne to his extensive experience in the funds management industry, Geoff shares insights into his personal and profession...

Join host Jay Burke in Episode 81 of the Fine Answers podcast as he sits down with Daniel Witthaus, a client, author, and advocate for LGBTQ+ inclusion. Daniel shares his remarkable journey from growing up in Geelong to challenging homophobia and promoting inclusion in schools and communities. Reflecting on his childhood, Daniel discusses the struggles he faced navigating his sexuality amidst soci...

 In this episode of the Fine Answers Podcast, Jay sits down with Tania Differding from Achtung Camper.   How does one turn a passion for adventure and freedom into a thriving business? This is the journey we explore with Tania, where the roads of finance, lifestyle, and the allure of van life intersect.   Tania's story starts with her roots in marketing, a talent for writing, and a leap of faith i...

In an era marked by extreme market volatility, many Australians are stepping into their retirement years facing unprecedented financial challenges. In Episode #78 of our podcast, financial experts Jay Burke and Ben Kemp delve into the vital yet often underestimated concept of Sequencing Risk in retirement planning.   Understanding Sequencing Risk:   Timing of Returns: Grasp how the timing of inves...

"What comes to mind when you think of blindness? Is it a world of complete darkness or is there more to this misconception?"   In this episode, we dive deep into the often misunderstood world of blindness and disability advocacy. We're joined by two remarkable guests from Guide Dogs Victoria: Karan Nagrani, the Donor and Community Engagement Assistant and a dedicated Blind Disability Advocate, and...

Today Jay is joined by Philippa "Pip" Stork, a seasoned Commercial Broker from Millennial Finance Group. With a rich background spanning over 16 years in banking and a transition into broking, Pip shares her insights and experiences in the world of finance.   This episode delves into Pip's journey from her early days in Bendigo, her educational path, and the pivotal moments that led her to where s...

Today Jay and Ben delve into the custom home building with special guests Lee Selkrig, Founder & Director of Enso Homes, and Samuel Piasente, Business Development Manager.   Lee and Samuel share their fascinating career journeys, offering an in-depth look at their paths to leading one of Geelong's most awarded building companies. The conversation pivots to the challenges and opportunities in the p...

Jay is joined by Rohan Braddy, CEO of Gateways, and Jandi Watts, Gateways Manager of Marketing & Communications to explore the world of Gateways Support Services. This episode is not just a story of community impact and personal triumph, but also a comprehensive exploration of the challenges and successes within the disability support sector.   Gateways Overview : Rohan Braddy explains the multifa...

Dive into Wealth Creation with Burke Britton Financial Partners and Loan Market Geelong in an insightful webinar that unveils the complexities of wealth creation. Delta Smith and Sarah Daly guide you through the key avenues for financial growth and the wisdom behind each.   This episode covers:   An Introductory Perspective on Wealth: Uncover the importance of wealth creation for financial stabili...