Catapult | ED: NextGen

When clients looking to invest, the first question we get asked is - who's name should I buy it in?  Before you purchase an asset it is important to consider the most appropriate investment structure to use. There is no 'one size fits all' structure for investors because everyone's circumstances are different.  Tony interviews Altitude Advisory's Partner, Kristen Buik abou...

How much do I need for retirement? You may want to travel the world or downsize and spend time with your friends and family. Regardless of the type of retirement you want, it’s important to have a plan.  Tony Catt interviews Dylan Evans from Catapult Wealth about preparing your retirement to suit your personal situation, wants, needs and lifestyle expectations. Disclaimer: This advice may not be s...

All parents know that school and university fees can be expensive. We get asked a lot of questions about children's education; how to save for them? Where do I put the money? And what are the most tax-effective options?    Tony interviews Mark Foulis from Catapult Wealth about looking at your options and how to start saving early for your children's future education.  Disclaimer: This ad...

Tax  Maybe you’re heading into your first job or thinking about investing in your first property. No matter the reason, it’s understandable that you might not completely understand the income tax system. But not to worry, we’re here to help. In this episode Tony Catt interviews Michel Zerella, Director of MasterTax , to help explain income tax and tips to maximise your tax return. Disclaimer: This...

Where to start?  Before you get financial advice, decide what you want to get out of it. This depends on your stage of life, how much money you have, and what you're trying to achieve. A good adviser will get to know you, keep you informed, and help you achieve your goals. Tony Catt chats to Catapult Wealth Financial Adviser, Dale Martens about choosing an adviser that is right for you and yo...

Super is a way of saving for retirement, but do you really understand your Super? In this episode, Tony interviews Dylan Evans from Catapult Wealth about how your super works.  What we cover:  Choosing a super fund, types of super funds, self-managed super funds and how to save and build more growth with your super fund.  Disclaimer: This advice may not be suitable to you because it contains gener...

How does money affect our overall well-being? Tony interviews Financial Adviser, Dale Martens about the possible causes of stress and anxiety for Australians by discussing the emotional effects of money. Disclaimer: This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax/or legal adv...

We've spoken about borrowing to buy your first home, however, borrowing to invest is quite different.  If you nearer to 30-35 you might be thinking about borrowing to create your first share portfolio, an investment home or invest in your more into your SuperFund.  In this episode Tony Catt interviews Greg Samuel from Samuel Finance and Dylan Evans from Catapult Wealth about borrowing to inve...

“What happens if…?” We’re not all bulletproof. We need to be able to simulate a plan.  The “what if” conversation isn’t something anyone wants to talk about, but it is a very necessary conversation to have.  What happens when things go wrong? When you can’t work, and injury stops you from working or your partner passes away?  What’s left behind? What problems does it cause?   Tony Catt chats to Ma...

AFL players start earning large amounts of money from as early as 18 years. Banks are willing to give them home loans up to $2 million dollars, but what if their career finishes earlier than expected?  Tony interviews ex AFL Footballer Jack Trengove about his experience as an AFL footballer and how he managed his finances.  Disclaimer: This advice may not be suitable to you because it contains gen...

"How to deal with a Real Estate Agent" Real Estate Agents are experts at marketing and selling property. If you want to buy a property you have no choice but to deal with one. In this episode Tony Catt interviews Rachel Lawrie from Ray White about the tips and tricks of dealing with a Real Estate Agent.  Disclaimer: This advice may not be suitable to you because it contains general advic...

Tony Catt talks to Catapult Wealth Senior Financial Adviser, Dylan Evans about managing your cash flow.   To find out more about the cash flow management options available to you, call 08 8172 9111 to speak with one of our Advisers.  Disclaimer: This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal...

Tony Catt interviews Adam Hindmarch from Prospa Property Advisory about buying your first home. Answering the important questions like "how much can I borrow", "am I eligible for the first home owners grant?", "How do I get the new COVID-19 builder's grant?" Disclaimer: This advice may not be suitable to you because it contains general advice that has not been ta...

Tony Catt interviews Mortage Broker from Smartline Personal Mortage Advisers, Michael Karp about how to manage your debts and what to avoid.  To find out more about managing your debt and the options available to you, call 08 8172 9111 to speak with one of our Advisers.  Disclaimer: This advice may not be suitable to you because it contains general advice that has not been tailored to your persona...

We are really excited to announce that Catapult Wealth is launching a podcast entitled – Catapult | ED: Next Gen – coming soon! The purpose of this podcast is to provide education to 18 to 35-year-olds on the basics of financial planning and wealth management and to ensure they are set up to manage their financial future. Subscribing to our podcast will allow you to access new episodes when releas...