Fine Answers

In Episode 106, we sit down with Andrew Paterson, Senior Mortgage Broker at Aussie Wide Financial Services, to discuss everything you need to know about navigating the world of home loans and property finance. From helping first-home buyers crack the property market to managing investment portfolios, Andrew shares insider tips on how to secure the best loan, avoid common mistakes, and build a stro...

Join us for an inspiring and insightful episode as we sit down with Chris Davies, as his journey from his roots in South Australia and Geelong to the founding of EvoLogic, and how his career has evolved into helping other businesses thrive as an EOS Implementer. In this episode, Jay and Chris dive deep into the world of AI tools, discussing how Otter and Copilot have revolutionized their transcrip...

In Episode 104, we sit down with the esteemed Bernard Muir, a scholar with over 40 years of experience in medieval studies, to explore the fascinating world of medieval literature, history, and languages. Bernard takes us through his academic journey, his deep dive into Anglo-Saxon England, and the rediscovery of ancient texts. From the influences of Seneca on Shakespeare to the preservation of La...

September 2024 Market Update featuring Sam Crompton, Jay Burke, and Ben Kemp: Market Themes: - Interest rate cycle and its impact on valuations, currencies, and sector rotation - Potential for a "soft landing" vs "hard landing" as central banks navigate inflation - Importance of the upcoming US election and its implications for energy policy - Strength of the Australian economy driven by factors l...

In Episode 103, we tackle the often-overlooked but crucial topic of personal insurance. From life and disability cover to income protection and trauma insurance, we break down what each type of insurance does and, more importantly, how much coverage you might actually need. Learn the essentials of balancing risk, managing costs, and making informed decisions about what coverage is right for you an...

In this insightful episode we dive deep into the complex world of aged care with our resident expert, Delta. We explore key considerations for families navigating the emotional and financial challenges of aged care planning, including whether parents need to sell their home to enter care, how to fund large accommodation deposits, and the importance of early conversations around estate planning and...

We're thrilled to celebrate our 100th episode with you, our incredible listeners and community. As a Geelong-based financial planning firm, we take immense pride in our close-knit relationships with clients and our commitment to our local community. In this milestone episode, we want to take a moment to extend our heartfelt thanks to everyone who has been part of this journey. From our loyal liste...

Welcome back to another market update, your go-to source for the latest financial insights and market trends. In this special August 2024 update, we're thrilled to welcome two expert voices to the discussion: Ben Kemp from Burke Britton Financial Partners and Johnathan Tolub from Invest Sense. Join us as Ben and Johnathan break down the key market movements and economic developments shaping the in...

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...