Teaminvest Wealth Builders

In Episode 3 of our Emerging Wealth Winners Series, Kylie Merritt interviews Rahul Guha, CEO of Fiducian, to explore the company’s unique integrated model, scalable growth, and focus on quality advice. Plus, Andrew Coleman and Kylie discuss Kina Bank’s remarkable results in PNG, sharing highlights from CEO Ivan Vidovich’s presentation on driving double-digit returns, low leverage, and digital inno...

In Episode 2 of our Emerging Wealth Winners Series, Kylie Merritt from Ausbiz interviews Michael Eadie (CFO, Credit Corp) and AWAG directors Lee IaFrate and Mark Stephen. Learn how Credit Corp’s US expansion is fueling growth and how AWAG is driving major industry consolidation through activist investing. This episode is part of the TIP Group partnership with Ausbiz, presented at the Emerging Weal...

In Episode 1 of our Emerging Wealth Winners Series, produced in partnership with Ausbiz, we dive into two ASX‑listed companies that are quietly compounding value: Solvar Group (ASX: SVR) and Mader Group (ASX: MAD). What you'll learn in this episode:   Solvar Group (secured automotive finance) - Managing Director Scott Baldwin joins Ausbiz’s Kylie Merritt to unpack:  How Solvar operates in a $...

Is your “diversified” portfolio actually holding you back? In this episode of the Teaminvest Wealth Builders Podcast, Kerry Fleming is joined by CEO Andrew Corman and Head of Funds Management & Education Sanjee Narendran to revisit the concept of diworsification — Warren Buffett’s term for over-diversifying to the point where you dilute your returns and cap your upside. They unpack the gap bet...

Dividends may not grab headlines — but for patient, disciplined value investors, they can do extraordinary work over time, becoming one of the most powerful drivers of long-term wealth. In this episode, Kerry Fleming breaks down how value investors use dividends, reinvestment, and compounding to steadily grow returns over time. Rather than chasing short-term price movements, this discussion focuse...

Return on equity (ROE) is one of the most popular metrics in investing — and one of the easiest to misuse. In this episode, we break down how disciplined, long-term value investors actually use ROE to assess business quality, capital allocation, and sustainable returns. You’ll learn why headline ROE numbers can be misleading, how debt and financial engineering can inflate results, and what really...

Have you planned what happens to your self-managed super fund (SMSF) when you’re gone? In this episode, SMSF specialist Melina Mitchell joins Kerry Fleming to demystify SMSF estate planning. Learn the difference between binding and non-binding death benefit nominations, who counts as an eligible beneficiary, how to avoid death tax, and the practical tools — like reversionary pensions and enduring...

Successful long-term investing is not about prediction — it’s about principles. In this episode, we break down the three core principles disciplined value investors rely on through every market cycle: knowing yourself, knowing your investments, and knowing your valuation. Rather than reacting to headlines or chasing trends, this discussion focuses on building a clear investing framework grounded i...

Successful long-term investing is rarely a solo pursuit. Disciplined value investors rely on clear process, shared insight, and the humility to challenge their own thinking. In this episode, we explain how a structured investment process, collective due diligence, and a community help investors make better long-term decisions. Rather than chasing tips or reacting to market noise, this discussion f...

Thinking about starting a self-managed super fund (SMSF) or optimising your current setup? In this episode, Kerry Fleming is joined by Meleena Mitchell, Head of SMSF at TIP Group, to break down everything you need to know about SMSF trustee structures. Discover the pros and cons of individual vs corporate trustees, how to avoid costly mistakes, and why your choice now can save you time, money, and...

Choosing the right investment fund doesn’t stop at fees and performance. For disciplined value investors, understanding moats, risk, and trustworthiness is what separates durable outcomes from disappointment. In Part 2 of this series, we go deeper into how long-term investors assess fund quality beyond the numbers. This episode focuses on identifying genuine competitive advantages at the fund leve...

Choosing an investment fund isn't about chasing performance — it's about discipline, process, and alignment with long-term value investing principles. In this episode, we break down how disciplined value investors evaluate managed funds. From understanding your investment goals to assessing active versus passive strategies, fees, benchmarks, and documentation, this discussion provides a...

In this special repeat episode, Kerry Fleming and Sanjee Narendran reveal why the best investors always look beyond the product to focus on business fundamentals, management quality, and long-term performance. Discover why first-mover advantage is rarely enough, how to spot the difference between a great idea and a great investment, and the Team Invest approach that’s delivered outperformance for...

For long-term value investors, great businesses are built by people — and poor management can destroy even the strongest businesses. In this episode, Kerry Fleming and Andrew Coleman explain why assessing company management is one of the most important — and most underestimated — parts of disciplined investing. Rather than relying solely on numbers, this discussion focuses on leadership behaviour,...

How do you ensure your wealth lasts — not just for your children, but for generations to come? In this episode, Kerry Fleming sits down with Andrew Coleman to unpack the real-world strategies, mindset, and education needed for successful intergenerational wealth transfer. Discover why most families fail to plan, how compounding can transform your legacy, and the crucial roles of education and cult...

Market bubbles are a recurring feature of investing history — but disciplined value investors approach them very differently. In this episode, Kerry Fleming sits down with Howard Coleman, co-founder of Teaminvest, to explore how bubbles form, why they're so hard to recognise in real time, and how long-term investors can protect capital — and sometimes find opportunity — even during market man...

Successful long-term investing is built on principles — not predictions. In this episode, Warren Buffett and Charlie Munger’s most enduring investment ideas are unpacked through the lens of disciplined value investing. We explain why patience, temperament, and process matter far more than forecasting — and how these timeless principles can help investors navigate any market cycle. Rather than chas...

Superannuation is one of the most important, and least understood, components of long-term wealth in Australia. The superannuation system has grown to over $3 trillion — double the size of our economy. But is this massive pool of retirement savings working for everyday Australians, or is it being undermined by hidden risks. In this episode, we examine the structural risks within Australia's s...

Reporting season creates noise, volatility, and opportunity — but only for investors who are prepared. In this episode, Kerry Fleming is joined by Howard Coleman, co-founder of Teaminvest, to explain how disciplined, long-term value investors approach reporting season in Australia. Rather than reacting to headlines or market consensus, this discussion focuses on preparation, discipline, and deep b...

Successful investing stems from philosophy, process, and patience. In this episode, Kerry Fleming speaks with Sanjee Narendran about how disciplined, long-term value investors develop a clear investment philosophy and why it becomes the foundation for better investment decisions. Drawing on Sanjee's journey from stockbroking, business management, and eventually discovering a proven, fact-base...

Most investing mistakes aren't caused by bad markets — they're caused by poor understanding of risk, behaviour, and process. In this episode, we break down the most common (and costly) errors that derail long-term investment outcomes. From misunderstanding risk to letting emotion override discipline, this discussion explains why many investors struggle — and how a disciplined, fact-based...

The debate between active and passive investing is often reduced to fees and past performance. Disciplined, long-term value investors look deeper. In this episode, Andrew Coleman and Sanjee Narendran unpack the real differences between active and passive investing — including how index funds, ETFs, and high-conviction active strategies behave across market cycles. Rather than promoting one approac...

Diversification is often described as the cornerstone of risk management — but taken too far, it can quietly undermine long-term investment returns. In this episode, we examine the concept of "diworsification" and why disciplined value investors think differently about portfolio construction. This discussion focuses on downside risk, conviction, and understanding what you own. Drawing on...

Long-term investing success is driven as much by what you avoid as what you own. In this episode, we explain how disciplined value investors identify businesses that can compound wealth over time (Wealth Winners®) and just as importantly, recognise the warning signs of companies that quietly destroy capital (Capital Killers™). Learn how Teaminvest members use a structured framework that blends qua...

Changes to superannuation rules matter most to investors who think long term, especially those using Self-Managed Super Funds. In this episode, Meleena Mitchell, Head of SMSF at TIP Group, explains what Division 296 tax means in practice for high net-worth superannuation members and SMSF investors. While the policy appears simple on the surface, its impact on returns, structure, and long-term plan...