Mont Wealth - "Pizz-Spectives" - Investing & Wealth Creation Strategies

Rob Pizzichetta of Mont Wealth interviews Omar Khan, Head of Capital Markets at Alceon, to discuss ASIC’s review of Australia’s private credit market, focusing on the need for improved disclosure, governance, fees and conflicts management as the sector has grown to around $200 billion. Omar explains Alceon’s reporting and oversight processes, including an independent trustee, detailed monthly and...

Rob Pizzichetta of Mont Wealth reflects on FY26 portfolio resiliency during March 2026 volatility, noting global market drawdowns while Mont Wealth’s strategic growth portfolio fell 2.9% and the income portfolio fell 1.8%, both top ranked in their categories, emphasizing risk-adjusted returns. Looking to FY27, he outlines a complex landscape shaped by technological innovation, inflation, elevated...

Rob Pizzichetta (Mont Wealth) speaks with Phil Strano (Yarra Capital Management) about the Australian economy, global macro, and portfolio positioning. Strano expects weak but non-recessionary Australian growth, supported by high immigration, with a per-capita recession possible, unemployment trending toward ~5% (potentially 5.5%), and inflation moderating naturally back into the RBA band around 2...

Rob Pizzichetta (Mont Wealth) speaks with Mugunthan Siva, CIO of India Avenue Equity Fund, following Siva’s trip to India. They discuss India’s increased resilience to shocks, why Indian equities underperformed after 2020–24 strength (valuations running ahead of earnings, normalized earnings growth, Trump-era tariff impacts, West Asia war and oil spikes, and foreign outflows into AI-heavy markets...

Rob Pizzichetta of Mont Wealth examines the surge in self-managed super funds (SMSFs), noting nearly $8B moved from industry funds and 5% SMSF membership growth in 2025, driven mainly by a desire for investment control and recent tax incentives—especially for property inside super. He argues many Gen X and millennials don’t actually need an SMSF to access shares, ETFs, or tailored investing, and o...

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, shares Mont Wealth’s philosophy and 10 principles for building and preserving wealth long term, shaped by 25 years of client experience and a high-service, risk-adjusted portfolio focus. He explains the importance of starting with clear purpose, understanding what you own and why, and diversifying across assets, income str...

Rob Pizzichetta, Founder of Mont Wealth, interviews David Pace, founder of Greencape (2006) and the first Melbourne inductee into the Funds Management Hall of Fame, about his career from KPMG to Merrill/BlackRock and the frustrations with bureaucracy that led him to build a boutique focused on investing, alignment, and culture, including outsourcing operations to Challenger and transparent profit...

Paul Keating had the recession we had to have. Now, forty years later, are Australian homeowners staring down the housing correction we had to have? In this episode of Pizz-Spective, we pull apart the data, the history and the economics behind Australia's cooling property market and ask whether what's coming is a manageable blip or something more consequential. We start with Cotality's Chart of th...

Bull markets don't climb in a straight line. They climb by grinding through fear and right now, there is plenty of it. Middle East conflict. Energy price shocks. AI over-investment. A jobs apocalypse. Stretched valuations. A Federal budget that just rattled the banking sector. The wall of worry is high, and getting higher. But here's what history tells us: the higher the wall, the greater the oppo...

Rob Pizzichetta (Founder of Mont Wealth) lays out an evidence-based case for being actively underweight Australian equities and overweight global, particularly US, equities. He argues the RBA is trapped between rising inflation (recently 3.6%, forecast to peak ~4.8%), weak growth (~1.3%), high household debt and variable-rate mortgages, with structural issues in productivity, housing supply (dwell...

Rob Pizzichetta of Mont Wealth interviews Michael Vincent, Senior M&A Partner at EP Advisors, about what Australian business owners need to know before selling—often their biggest financial event. They discuss why many owners lack diversification, tax planning and clarity on buyer expectations, and note CGT concessions may apply for retirement (seek tax advice). Vincent explains common seller...

Rob Pizzichetta, founder of Mont Wealth, argues that investing is entering a new structural regime after 10–15 years of tailwinds from falling rates, low inflation, expanding valuations, and central bank liquidity, meaning returns are likely lower, inflation more persistent, and diversification harder as assets move more together. Drawing on Chris Joye’s framework, he highlights risks including AI...

Global Small & Mid-Caps for Intergenerational Wealth | Gino Rossi (Vestigo) on Macro, Risk & Discovery Investing Rob Pizzichetta of Mont Wealth hosts Gino Rossi, founder and portfolio manager of Vestigo Investments and architect of the Vestigo Discovery Fund, to discuss today’s market environment and Vestigo’s global small- and mid-cap strategy designed for intergenerational wealth and sop...

In this episode of  Pizz-Spectives , Rob Pizzichetta sits down with Mont Wealth’s Investment Committee—featuring Jay Kumar and Vessela Tasker—to unpack one of the most uncertain macro environments in recent years. With escalating tensions in the Middle East, rising oil prices, and shifting expectations around interest rates, markets are being driven by geopolitics as much as fundamentals. The disc...

In this episode of Pizz-Spectives, Mont Wealth founder Rob Pizzichetta sits down with Phil Cornet, Portfolio Manager of the Atlas Equity Income Fund, to discuss the evolving macroeconomic landscape and how investors can generate reliable income from Australian equities. Phil shares insights from over 25 years in financial markets, including his experience through the Lehman Brothers collapse, the...

In this episode of Pizz-Spectives , Rob Pizzichetta, founder of Mont Wealth, explores one of the most important disciplines in investing — asset allocation and portfolio construction — through a lens every Australian understands: football team selection . Just like a premiership winning team, investment portfolios require the right balance of defence, midfield and attack . Too many forwards (growt...

In this episode of Pizz-Spectives, Rob Pizzichetta (Founder of Mont Wealth) sits down with three leading property experts to unpack what’s really happening across Melbourne and the Mornington Peninsula: Jane Skinner – Sales Consultant & Auctioneer, Walshe and Whitelock (Brunswick & Inner North) Jane@walshewhitelock.com.au John Morello – Director & Chief Auctioneer, Jellis Craig (Inner...

Rob Pizzichetta, founder of Mont Wealth, discusses how growing superannuation can help people in their 40s and 50s who feel squeezed by inflation, rising costs, and limited surplus cash flow. He outlines a changing post‑2020 economic landscape (higher inflation, higher rates for longer, slower growth, higher debt, reshoring, and more expensive energy) and argues asset allocation must evolve, descr...

Why Australians Are Leaving Industry Super Funds In this episode of Pizz- Spectives, Rob Pizzichetta, founder of Mont Wealth, discusses the significant shift in Australian financial services as members leave large industry super funds for advice platforms, retail solutions, and SMSFs. Discover the underlying reasons for this migration, its scale, and the implications for retirement planning. Learn...

In this insightful episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, teams up with Anthony Doyle, Chief Investment Strategist at Pinnacle Investment, to delve into the evolving landscape of global investment and financial planning. With 24 years of experience across major financial centers, Anthony shares deep expertise on economic growth, inflation trends, government fiscal poli...

In this episode of Pizz-Spectives , Rob Pizzichetta, Founder of Mont Wealth, is joined by Reece Birtles , Head of Australian Equities at ClearBridge Investments , to unpack why Australian equities are entering a powerful opportunity set in 2026 . The discussion revisits last year’s call on valuation dispersion between growth and value, reviews ClearBridge’s strong relative performance, and explore...

In this episode of the Pizz-Spectives Podcast, host Rob Pizzichetta, founder of Mont Wealth, is joined by the investment committee members Jay Kumar from Foresight Analytics and Vessela Tasker from Greenwood and Co. The discussion covers an extensive review of Mont Wealth's portfolio performances, which have surpassed objectives over the last year. They delve into the anticipated economic and mark...