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

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, chats with Phil Strano, Head of Credit Research and Portfolio Manager at Yarra Capital. They discuss market outlooks for 2026, Yarra Capital's fixed income strategies, and general investment advice. Key topics include growth resumption, interest rate predictions, the impact of AI and technological investment on markets, an...

Northcape’s #1 Place To Invest In Emerging Markets And The Process Behind It In this episode of Pizz-Spectives, host Rob Pizzichetta, founder of Mont Wealth, delves deep into the realm of emerging markets with Patrick Russell, Portfolio Manager at Northcape Capital. They discuss Northcape's history, investment philosophy, and the allure of emerging markets. Patrick shares his personal journey and...

Join Rob Pizzichetta, founder of Mont Wealth, in this edition of Pizz-Spectives as he discusses the Australian small cap market with Phillip Hudak, co-portfolio manager at Maple Brown Abbott. They touch on economic cycles, global influences, market trends, and the evolving landscape of small cap investments. Key topics include the impacts of interest rate changes, geopolitical shifts, and fiscal d...

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, engages in a comprehensive conversation with Mario Giannini, Executive Co-Chairman of Hamilton Lane. They explore the evolution of private equity and private markets, with insights about the shift from why to how much in private equity investing, the transformation from high-leverage buyouts to growth-centric strategies, a...

Join Rob Pizzichetta, founder of Mont Wealth, as he delves into how artificial intelligence and digital money, particularly stablecoins, are rapidly transforming commerce across Asia and Australia. Discover key insights from Stripe's Future of Commerce conference, the impact of AI on business operations, and how stablecoins are revolutionizing global payments. Explore the rise of embedded finance,...

In this Pizz-Spectives episode, Rob speaks with Jamie Hannah (VanEck) about the journey from traditional assets to digital assets —what changed since 2017–2019, why regulation and institutional talent matter, and how Bitcoin (and VBTC ) can function as a diversifier within an alternatives sleeve. We cover blockchain mechanics, custody ( cold storage ), fees vs buying direct, stablecoins/tokenisati...

(General advice disclaimer: This is general in nature and does not consider your personal circumstances. Please seek professional advice before acting on any information.) Join Rob Pizzichetta, founder of Mont Wealth, in this edition of Pizz-Spectives as he delves into the key takeaways from the October investment committee meeting. Discover detailed discussions on the latest performances of vario...

📍 Welcome to another edition of Pizz-Spectives! I’m Rob Pizzichetta , founder of Mont Wealth Advisors , and today we’re diving deep into the revised $3 million superannuation tax and why — despite all the noise — super remains the most powerful wealth-building and tax-effective retirement structure in Australia . We’ll break down: ✅ The new $3 million and $10 million tax tiers — and what’s chang...

Welcome to another edition of Pizz-Spectives, hosted by Rob Pizzichetta, founder of Mont Wealth. In this episode, we dive deep into the topic of income in retirement. Rob is joined by Wilson O'Fee, Senior Business Development Manager at Challenger, to discuss strategies for retirees to support their income needs. The discussion covers superannuation, the aging population, and the evolving landscap...

Join Rob Pizzichetta, founder of Mont Wealth, in this edition of Pizz-Spectives as he breaks down how financial advisors can help achieve a 42% higher balance over a decade for those seeking advice. Drawing insights from the Australian Financial Advice Landscape 2025, Rob covers the structure of the advisor market, demographic shifts, consumer priorities, and the critical value that advisors add t...

In this edition of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, demystifies superannuation and provides invaluable insights on becoming confident and strategic with your retirement savings. Rob covers essential topics including different super vehicles (retail industry and SMSFs), tax advantages, contribution rules, and smart transition-to-retirement tactics. Learn about myths, importa...

Join Rob Pizzichetta, founder of Mont Wealth, as he sits down with Ben Grabiner, co-founder and partner of Side Stage Ventures, to discuss the world of early-stage venture capital. In this episode, Ben shares his journey from the UK to Australia, his experiences in venture capital, and the founding of Side Stage Ventures. They discuss the differences between venture capital and traditional investm...

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, explores the dynamics of balancing aggressive and conservative investment strategies based on market cycles. The video dissects market conditions, historical patterns, and predicts the potential impact of future interest rate cuts by central banks on various asset classes. Rob emphasizes the importance of diversified portf...

In this episode of Pizz-Spectives , Rob Pizzichetta (Founder, Mont Wealth) sits down with Jolon Knight, Portfolio Manager at Hyperion Asset Management , to unpack one of the most important themes shaping markets today — artificial intelligence (AI) and the global growth opportunity. Hyperion has built a reputation for finding the world’s elite businesses — the top 1% of companies able to sustain s...

Join Rob Pizzichetta, founder of Mont Wealth, in this edition of Pizz-Spectives as the investment committee discusses current market trends and insights. Strategist Shane Lee provides analysis on potential cracks in the global economy, implications of the Australian reporting season, and a summary of US economic conditions. The conversation explores the impact of money supply on risk assets, the r...

In this episode of Pizz-Spectives, Rob Pizzichetta from Mont Wealth is joined by real estate professionals Jane Skinner, Adam Vocale, and John Morello to discuss the current trends and insights within the property market. Jane shares her experiences in Sydney Road, Brunswick's competitive real estate landscape, including the impact of the Vic Home Buying Scheme on first home buyers. Adam provides...

Welcome to Pizz-Spectives | Managed Accounts Explained + Exciting Award News! In this episode of Pizz-Spectives , Rob Pizzichetta, Founder of Mont Wealth, shares some exciting news—Mont Wealth has been named a finalist for the 2025 IMAP Boutique Licensee of the Year ! 🎉 But what exactly is a managed account —and how can it benefit both investors and financial advisers? In this deep-dive video, Ro...

Pizz-Spectives: Mont Wealth Investment Strategy & Performance Review FY 2025 **GENERAL ADVICE ONLY** In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, reviews the FY25 performance of Mont Wealth Managed Accounts and discusses the outlook for various asset classes. He highlights the performance of the multi-asset strategic growth and income portfolios, the role of the...

Aussie Small Caps & Market Insights with Matt Griffin Welcome to Pizz-Spectives! In this episode, Rob sits down with Matt Griffin from Maple Brown Abbott's Small Caps team. They dive into Australian small caps, market performance, and key sectors like aged care, technology, mining services, and more. Matt shares insights on the macroeconomic environment, interest rates, and the impact of geopo...

Mortgage Offset vs. Investing: Is It Time To Accelerate Financial Freedom? In this episode of Pizz-Spectives, Rob Pizzichetta, founder and principal advisor at Mont Wealth, explores the decision many Australians face: whether to leave savings in a mortgage offset account or start investing. With interest rates potentially falling amid weaker unemployment data, Rob examines the benefits and risks o...

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, is joined by special guest Nik Devidas, CEO of Axelo and co-host of Do Landers podcast. They delve into improving business returns and protecting data and wealth through cybersecurity. Nik shares insights on how outsourcing can help businesses scale efficiently and protect against cyber threats. Learn about cyber resilienc...

**GENERAL ADVICE ONLY** Join Rob Pizzichetta, founder of Mont Wealth, in this episode of Pizz-Spectives as he explores the structural shifts redefining the global investment landscape. With fiscal policy taking center stage, geopolitical fragmentation altering trade flows, and demographic changes creating new growth engines, Rob discusses the implications for inflation, bond yields, and sector lea...

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, sits down with Brett Craig from Aura Private Credit. They discuss Brett's journey in finance, the intricacies of the private credit market, and the impact of market changes such as the GFC and COVID-19 on lending strategies. Brett explains the unique opportunities in SME lending, the importance of asset-backed loans, and t...

Economic Insights & Investment Strategies | Pizz-Spectives with Rob Pizzichetta In this edition of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, and the investment committee, including Shane Lee, Vessela Tasker, and Jay Kumar, delve into the economic outlook for the upcoming year. The discussion covers topics like economic growth, interest rates, inflation, currency trends, earnings...