Unlock Your Business podcast

In this video of Episode 19 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we critically consider the affect of the 2026 Australian Federal Budget on the ability for you to build your financial future - as a young wealth accumulator, a growing family, a small business or a retiree. We discuss the traps of this budget and how it's going to affect all these client a...

In Episode 18 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we discuss the benefits, tips and traps of investing in Business Real Property in Super to help you grow your business, build your suepr and reduce your risk. To see how Manly Financial Services can help you achieve your financial goals and aspirations, contact us via our website at  www.manlyfs.com.au ....

In this video of Episode 17 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we discuss Personalised vs. Generalist advice for High Tax-Payers and SMSF clients.  To see how Manly Financial Services can help you achieve your financial goals and aspirations, contact us via our website at  www.manlyfs.com.au . Please Note - Manly Financial Services Pty Ltd is a Corpora...

In this Episode 16 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we disucss the Great WealthTransfer - Tips & Traps to Ensure Your Legacy is Transferred Tax + Cost Effectively and Without Family Conflict. To see how Manly Financial Services can help you achieve your financial goals and aspirations, contact us via our website at www.manlyfs.com.au . Please Note -...

In this video of Episode 15 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we discuss the how SME owners can build personal wealth outside their company asa way to reduce their risk and secure their retirement. To see how Manly Financial Services can help you achieve your financial goals and aspirations contact us via our website at www.manlyfs.com.au . Please Not...

In this video of Episode 14 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we discuss the Financial Planning Industry, the Royal Commission into Banking & Financial Services, the industries decimation in terms of number of planners, Government Policy with CSLR and the importance of this industry for Australian's seeking to become financially secure and independent...

In Episode 13 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we present the first Raffi's Rant on potential policy decisions our Governments (Federal, State, and Local) can consider to help solve the Housing AffordabiIity problem we have in Australia. To see how Manly Financial Services can help you achieve your financial goals and aspirations contact us via our w...

In this video of Episode 12 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, I share our experience in managing our business through a difficult 2024 as we aimed to "Survive to 2025". I discuss how my plans for 2024 de-railed quite quickly, how we reacted and how we got through to the other side in much better shape by leveraging the most valuable asset in our busin...

Ep 11 - Intergenerational Wealth Transfer, Using Entities & Obtaining Finance Today with Zareh Deyirmendjian In this episode I chat with Zareh Deyirmendjian, Financial Planner and Mortgage Advisor at Manly Financial Services, to discuss intergenerational wealth transfer, using entities for asset ownership and obtaining finance today. I hope you enjoy this discussion, and I hope there's something t...

Episode 10 – Asset Ownership For Higher Income Earners: Tip's & Trap's  In this episode we focus on the asset ownership options for higher income earners - Tip's and traps. We discuss the pros and cons of different methods of asset and investment ownership in relation to tax management, asset protection and flexibility. I hope you enjoy this discussion, and I hope there's something there that's us...

Episode 9 – Super Death Benefits Tax can Cost Your Dependents Thousands of $$'s In Ep 9  we focus on the largely unknown Super Death Benefits Tax. When clients enter retirement and start drawing a pension, they can easily think that the era of taxes are largely behind them as their pension income, earnings and capital gains are tax-free. However, this is not necessarily the case as their dependent...

Episode 8 – Mental Health Awareness #3 - The Journey of Health & Fitness Coach Brad Mattioli Ep 8 is the last episode I'm recording before I leave for my trek summiting, Mt Meru and Mt Kilimanjaro in Tanzania. And the last episode that I'll be focusing on mental health. I will be recording some discussions on the mountain and I will try to release those in podcast form to tie in this whole discuss...

Episode 7 – Mental Health Awareness #2 - Rules Of The Game Ep 7 discusses a way that we can ensure that we stay on track without being derailed by our thoughts, emotions, and negative mindset. A way we can manage procrastination to achieve our goals without slipping into a negative mental state.    The episode discusses the application of The Rules of The Game explained by Bedros Keuilian on the B...

Episode 6 – Mental Health Awareness #1 - My Trek Ep 6 is the first of a series of episodes that will focus on or shine the light on mental health issues for business owners and executives. These episodes will also touch on my preparation for my next adventure in February 2023 trekking to the top of Mt Meru and Mt Kilimanjaro in Tanzania, the highest mountain on the African continent. I usually try...

Episode 5 – Business Strategy in Challenging Times Ep 5 is a discussion centred on managing your business and strategy in challenging and dynamic times . This episode comes some time after episode 4 and the reasons for this delay is discussed in relation to the challenges that have been faced by many in the Financial Planning community. I discuss these challenges in re to Government regulation cha...

Episode 4 – Pivoting Your Business to a Blue Ocean Ep 4 is a discussion centred on the Blue Ocean Strategy first introduced by   W. Chan Kim  and  Renée A. Mauborgne in their 2015 book and implemented by present businesses such as Uber, Menulog and many others. The conversation focuses on the Financial Planning industry and the work we have done at Manly Financial Services in assessing whether a n...

Episode 3 – Financial Planning Advice Buyer Beware Ep 3 is a discussion of some main points a Financial Planning Adviser Buyer needs to look out for to ensure they are dealing with one of the majority of ethical and professional financial planners in the marketplace and not the bad-apple minority that we only hear about in the news. These un-ethical and un-professional minority are dragging the in...

Episode 2 – Know "Why" You're in Business for Times of Stress Ep 2 is a discussion on the importance of defining your Why, your Purpose and your Values to get you through times of stress with your business.... whether these are market related, customer related, staff related or environment related. This episode reminds us at this times of stress with the Covid-19 affecting our business operation a...

Episode 1 – Leveraging or Unlocking Your Business…. What does this mean and why is it important? Ep 1 is a discussion on the importance of unlocking your business for wealth creation in order to reduce risk and create wealth. I discuss my business background to explain the reasons for starting this podcast and what this podcast will and will not be. Finally, I briefly cover 3 strategies to unlock...