Fine Answers

Brad Papworth and Michael Sodomaco of Ivy Street sit down with Jay to discuss marketing and business strategy. Brad, the Managing Director, and Michael, Director of Strategy, share their personal journeys and the development of Ivy Street, a dynamic creative marketing and digital agency based in Geelong.   Key highlights of the episode include:   Ivy Street's Evolution : An exploration of the comp...

Are you concerned about securing and preserving your hard-earned wealth for the future? Join us for an enlightening pre-recorded webinar dedicated to exploring effective strategies for wealth protection. Hosted by CFP Delta Smith and joined by Daniela Pavlovic Principal Lawyer at Harwood Andrews.   In today's ever-changing financial landscape, safeguarding your wealth is crucial. This seminar will...

Are you wondering how to secure your child or grandchild's financial future?  Want to pass on more than just wealth, but the wisdom to use it wisely? Tune into episode 69 of the Fine Answers Podcast for essential insights!   In this episode, we uncover how a modest index fund, established for a 13-year-old, grew into a robust share and property portfolio by her 33rd year. It's a journey that illus...

Are you safeguarding your property investment? Uncover the critical importance of building inspections and quality control in this must-hear episode of the Fine Answers Podcast, featuring Jake Pitman, Managing Director of Manse Group. Your hosts, Jay Burke and Ben Kemp, navigate the often overlooked yet crucial aspects of construction consultancy with an expert who's reshaping industry standards....

Charlie Crozier is not your average tech Founder & CEO. Farm-raised on 7000 acres near the South Australian border, his roots are deep in soil, not silicon. But it's precisely this down-to-earth background that's powered up his drive for tech and doing right by the world, leading to the birth of VOLI.   In this episode of 'Fine Answers,' Jay kicks back with Charlie to riff on his journey through t...

Bridgette Kelly, Principal at Harwood Andrews, joins Jay on today's episode of Fine Answers. Bridgette, an accomplished family lawyer with a rich background in community involvement and a passion for philanthropy, shares her professional journey, her commitment to the community, and her passion for baking!   Raised in Geelong, Bridgette reflects on her evolution in the legal field, her specialisat...

Today, we delve into the world of investment with Adam Dawes, Senior Investment Advisor at Shaw and Partners.   Possessing deep expertise and extensive experience in the Australian Stock Exchange, Adam imparts invaluable insights into the current market trends and investment strategies that are actively shaping the financial landscape.   Our discussion traverses Adam's journey from his early days...

Join us as we delve into the life and lessons of Alan Dobeson, a long-term Burke Britton client who has navigated an extraordinary journey both professionally and personally. Hosted by Jay and Peter Burke, this episode offers a unique look into Alan's storied history and his deep-rooted passion for customer service, leadership, and management.   Born and raised in Sydney, Alan's early life in Coog...

In this episode of the Fine Answers Podcast, we delve into the vital relationship between financial planning and legal services with Alice Growden and Nikita Chikohwa from Aspire Lawyers' Commercial Law Team. Our discussion highlights how both fields are essential in ensuring a secure future for clients.   Alice Growden, with her expertise in commercial law and debt-recovery litigation, and Nikita...

In today's episode of "Fine Answers" Delta and Jay delve into the multifaceted life of Georgia Agar, the founder and director of Agar Legal.   Raised in Benalla, rural Victoria, and schooled in Shepparton, Georgia's early life was a blend of academic pursuit and sporting excellence, being preselected for the Australian Olympic team in giant slalom skiing.   Georgia opens up about her journey from...

Today, we're thrilled to have Peter Burke, Founder and Principal of Burke Britton Financial Partners, back from his captivating trip to Spain, where we explore the intersection of wealth and wanderlust.   In this episode, Peter shares his remarkable experiences from his recent journey through Spain, France, and Italy. He recounts the legacy trip to Cordoba, Spain, in honour of his partner's parent...

In this enlightening episode of "Fine Answers," we delve into the intricate world of employment law with Jasmine O'Brien and Katherine Dennis, principal lawyers from Sladen Legal's employment law team.   With their extensive experience in the field, Jasmine and Katherine bring to the table a wealth of knowledge, spanning across various industries such as retail, transportation, manufacturing, and...

Stefan Manche is a Principal Lawyer and Head of Wills, Estates and Succession Planning team at Coulter Legal.   Jay explores Stefan's Maltese origins and the work ethic and values instilled in him by his parents that allowed him to develop his legal career alongside a growing family.   Having joined Coulter Legal in May 2020, Stefan brings with him significant expertise in wills, succession planni...

Cottage by the Sea is an Australian children's charity, that aims to give more children more opportunities to have fun, be inspired and broaden their horizons.   Founded in 1890 in Queenscliff, Victoria, Cottage by the Sea provides tailored programs within a holiday environment.   Over a history spanning more than 130 years, the purpose has remained unchanged. In this time Cottage by the Sea has s...

Aimee BRIGITTE Lucas is Practice Manager at Burke Britton Financial Partners.   Having joined the practice as receptionist 12 years ago knowing little to nothing about financial planning and advice, Aimee has evolved into one of the industries most talented and admired business administrators.   Aimee discusses her passion for people and process, inherited at an early age from her parents' work et...

We asked Instagram what topics you most wanted to hear us discuss in a rapid fire "Fine Answers and Question" episode. Here's what you told us:   1.      Investing in shares and the share market 2.      Insurances I should have in place 3.      Contributing to super 4.      Centrelink payments   Jay and Delta riff on why these areas of advice remain topical whilst some we anticipated didn't make t...

Australians with an active relationship with a financial planner are not only financially better off than unadvised Australians – they also have a better quality of life, according to new research from the Financial Planning Association of Australia (October 4, 2022).   Jay and Delta discuss the unintended consequences of Royal Commission into Misconduct in the Banking, Superannuation and Financia...

Teresa Frangos is one of Burke Britton's longest serving team members having recently celebrated 10 years. Loved and admired by the team and clients alike, Teresa has delivered an unrivalled level and care and hospitality to everyone she meets and greets as the face and voice of Burke Britton.   In this intimate and emotional chat with Director Jay Burke, Teresa shares her humble Catholic Italian...

"Not all storms come to disrupt. Some come to clear our path" – Sachin Tendulkar   Jay is joined today by Jason Nelson, a client, friend, and inspiration to anyone that has had the pleasure of his friendship and his enthusiasm for life.   Jay and Jason reminisce on family, friends and business connections over the last 20 years and discuss Jason's 2022 diagnosis and ongoing battle with Acute Myelo...

In this episode Jay is joined by Selena Parfett and Will McKenzie from Achieve Home Loans, to explore the vital topic of pre-approvals in the context of property purchases. The episode emphasizes why obtaining a pre-approval is a crucial step in the home buying process.   A pre-approval, as explained, is a conditional approval from a lender that outlines the amount you can borrow to purchase a pro...

In today's episode Jay and Ben introduce our listeners to Simone Shannon & Andrew Clyne: Founders and Directors of Ascend Accounting & Advisory.   With 35 years combined experience in various industries, including retail, trade, manufacturing, property development, medical, industry and public practice. Simone and Andrew share their unique and contemporary perspective on providing accounting and a...

Today Jay and Ben are diving into the world of personal insurance. They will be discussing everything from the basics to the complexities, loadings, exclusions, and the critical importance of full disclosure.   Many people have heard about insurance loadings but may not fully understand what they entail. We'll unravel the mystery behind loadings – those extra costs that can be added to your premiu...

Cain Brunton is Australian, State and Caged Muay Thai Champion and Founder of MMPowerment , a Youth Organization based in the Geelong Community, that encourages young people to build confidence and strength through Boxing, whilst providing clinical core values in Acceptance Commitment Therapy (ACT).     After starting his career as a Muay Thai specialist at the age of 15 Cain began competing profe...

It might be a stretch to call them Sins, but this conversation with Ben and Jay explore the seven questions everyone should ask of their own estate plans.   Do you have a Will and Powers of Attorney? Do you know who your Executors and Powers of Attorney are? Do THEY know they are your Executor or Power of Attorney? Do you have an estate plan in place including a summary of your assets? Does your e...

"Before my husband's death, I thought we had our affairs in order. Now I'm dealing with a nightmare of administration" – Muriel Porter, Jan 2024 - ABC News   A recent ABC News article had the phones ringing hot at Burke Britton head office with people concerned with their own estate plans, in particular beneficiary nominations on their super and super pensions.   https://www.abc.net.au/news/2023-0...