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

In this edition of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, discusses strategies for financial planning across different life stages. Addressing cost of living concerns, Rob outlines the importance of maximizing superannuation returns and contributions for a comfortable retirement. He explains the financial needs and planning steps for individuals in their 30s, 40s, 50s, 60s, and b...

Join us as Matt Griffin, co-portfolio manager of Maple Brown Abbott's Australian Small Companies Fund, shares his insights into the under-appreciated asset class of Australian small companies. In this session, Matt highlights key catalysts for small cap outperformance, debunks myths surrounding their dependency on the Australian economy, and discusses the advantages of active small cap management....

The RBA, Trump and Federal Reserve walk into a bar....... October Performance & Global Economic Insights | Mont Wealth Pizz-Spectives Podcast In this episode of the Mont Wealth Pizz-Spectives Podcast, host Rob Pizzichetta discusses several critical financial topics, including the October performance of Mont Wealth Portfolios, the Reserve Bank of Australia's (RBA) interest rate outlook, the imp...

Achieving a Truly Comfortable Retirement: Challenging Industry Standards In this episode of the Mont Wealth Pizz-Spectives podcast, host Rob Pizzichetta, founder of Mont Wealth, challenges the conventional guidelines of a 'comfortable' retirement as defined by the Association of Superannuation Funds of Australia (ASFA). The podcast delves into the impact of inflation on future income requirements...

In this week's Pizz-Spectives, we examine how purchasing a Victorian investment property may cost you $1.9 million in wealth creation over 20 years due to land tax. That is even before we consider any additional changes to negative gearing, rental caps or changes in CGT The episode explores structural changes from 1980 to 2020, federal government revenue losses, and Victorian balance sheet challen...

We hosted a webinar with Yarra Capital Management Head of Credit Research & Portfolio Manager Phil Strano. Phil explained: What is credit and how it works The returns available for investors, and The outlook for credit markets including an outlook for Australia’s economic growth for 2025 and the reasonings for it. We also delved into asset allocation and how investing in assets like credit red...