Mo Money

In this episode, I chat with Lynne Cazaly. Lynne is a prolific writer, speaker, award-winning author, and communications team expert. Lynne tells me about the nine books that she's written. We unpack the latest one, which is all about how to cut through overwhelm and we talk about how you can apply that to your money and compartmentalize overwhelm, cut through that, and make better decisions. We a...

In this episode, I chat with Alex Barrat from Stake, which is an investing platform that gives investors access to US shares. We talk about general sorts of trends that he's seeing in investment markets, and what's happening on his platform. We talk about crypto and people investing or getting access to crypto through different types of shares and investments that are listed on the stock exchanges...

In this episode, I chat with Caroline Bowler. Caroline is the CEO of BTC markets, which is the largest cryptocurrency and digital asset exchange in Australia. We talk all things about crypto then we dive deep into the types of trends that she's seeing at the moment, some of the mistakes that people make, get into the mechanics of how you actually buy crypto as well as then we shifted gears and tal...

In this episode, I chat to Joni Pirovich, she's the founder and director of Blockchain & Digital Assets, and a total superstar in the crypto space, an accountant, and a tax lawyer by trade, but has developed a deep interest in the crypto space. I'm going to warn you on this one, that the conversation almost broke my brain. We really got into the super basics of the crypto market, blockchain, the m...

This is a recording of a live event I did with the guys at General Assembly and Raiz Invest on how to use your property equity to make money. It's designed for people that have a property already and have some equity in that property that want to understand how they can use that equity to make more money out of what they have already. So we covered some of the different property strategies, how eq...

In this episode, I talked to one of our lovely clients, Emma. It's definitely one of my, I'm going to say, top portal playing podcasts over the last little bit. She is a crackup who works for a tech company based out of Sydney. We helped to sort of getting on top of her money and get on the front foot. She talks about how she's managed to splurge out and buy a mini and the things that come along w...

In this episode, I chat to one of our lovely clients, Sarah, and shares her journey about how she overcomes some of her investment fears to take the action and to get started with investing in how she actually shifted her approach to risk or how she felt about risk in a way that gave her the confidence to actually invest a lump sum of cash that she had. Also, some of the sort of light bulb moments...

In this episode, I chat with one of our lovely clients, Maddie who downloads how the experience that she had talking to a more traditional financial advisor, turned her away from financial advice for a bunch of years that she came to later regret some of the financial decision-making, hacks that she learned through the financial advice process.   And also, how she thinks is best to tackle finding...

In this episode, I chat with one of our lovely clients, Nicola, who has recently gone through the financial planning process. She talks about how she got on top of her employer's share plan. She works for one of the big tech companies and some of the light bulb moments that came around her frustration around seeing her money doing nothing and what sort of prompted her to take action there as well...

In this episode, I chat with a couple of our awesome clients, Kevin and Jenny. We'll actually, I'll just have to Kevin because  Jenny wasn't there, but I will talk about their journey. These guys have a young family. They went through the planning process over the last sort of few months and they covered their journey, how the planning process helped them get on the same page, how it helped them m...

In this episode, I chat to two of our lovely clients, Olivia and Sean who have gone through the planning process. Just a few months ago, they talked about their experience around how they got to terms with investing. They talk a bit about the impact of looking ahead and how that gave them the motivation and realization that they could actually achieve the things that they wanted and motivation to...

This episode is a live stream event that I did in collaboration with the General Assembly and Raiz Home Ownership on how to buy your second property. So I cover the power property, some of the basics of equity release and how that actually works with property, what the power property is and how you can continue building your momentum with a second property over time.   Want to keep making the righ...

In this episode, I chat to Simon O'Connor, he is the CEO of the Responsible Investment Association of Australasia (RIAA). He has been an economist for like 20 years but don't be scared, he's actually interesting. We talked about basically the economics of social investing. I talked a lot over the last few episodes about products and growth, but with his deep knowledge of the economy, we talked abo...

In this episode, I chat with Rory Cunningham who's a senior manager at the Australian Stock Exchange or ASX. He is a weapon when it comes to the different products that are available on the market. So we talked a lot about what those options are, ETF's, unlisted managed funds list, listed investment companies,  M funds, basically all of the things that people can access on the stock exchange and w...

In this Express episode, I unpack the Federal budget and cover the key things that you need to be across so that you can know what I suppose all the fuss is about and the opportunities that have come out of the budget that allows you to save a few bucks or make a bit of money as well.   Want to keep making the right money moves with complete confidence?   Upcoming online training events:  https://...

In this episode, I talked to Tom Culver, he's the CEO of a business called Ethics Advisor as well as the CEO of Goodmans, the fractional micro-investing app that helps people invest in a socially responsible way.   He is also the Head of Wealth at Douugh and he definitely wins the title for the most job titles for anyone that we've interviewed so far. Tom and I chat about his take on Ethical inves...

In this episode, I talked to Kevin McDonald, he's a fellow Financial Advisor and the Principal Advisor and Director with his business partner at Future Focus Financial Planning, they do a ton of Ethical investing for their clients.   I had a good chat with Kevin about their approach to Ethical, how people can choose the difference between light green, dark green, and all of the greens when it come...

In this episode, I chat to Paul Garner for the Ethical investing series. Paul is a Financial Advisor based in Adelaide who is super passionate about socially responsible investing. His business is built around helping people figuring out what's important to them and then how they can introduce those values into their investment portfolio.    I chat to Paul about not only ethical investing but also...

In this episode, I talk to James Taylor, who's the head of ESG or Environmental Social Governance investing at Elliston capital. James has been managing money and investments for PR professionally for over a quarter of a century.   This session is the first of the ethical investment series that we're currently putting out. We get James to unpack what the different types of socially responsible or...

This session is a recording, a live event that I did in collaboration with the General Assembly and Raiz Invest on how to buy your first property. I go into property market basics, the things that you need to be across to get into the market. Some of the different numbers around how to figure out how much deposit you need, things like lenders, mortgage insurance, how to set up a property strategy...

In this episode, I chat to Danny and Nikki, the two of our amazing clients that recently just gone through the process over the last few months and we talk about their experience with the advice, how they tackle to get started with some of their money journey and some of the big decision that they're making, some of the things that surprise them and about the advice process. They talk a bit about,...

In this episode, I chat to one of our long-term clients, Oliver who we've been working with for a bit over four years. We talk about his pathway to purchase his first property. When he previously thought it was unattainable and unrealistic, some of the strategies and tactics that allowed him to get there as well as his take on how to make sure that when you think about planning with your money, th...

In this episode, I talk to one of our amazing clients, Clare Sheng. She is a cracking business owner with her business, The Fitting Room on Edward which basically dominates the market for custom alterations on clothing and suits in Brisbane. We talk a bit about Clare's journey with financial advice, some of the things that surprised her along the way. We chat about how Clare had a big shift around...

In this episode, I talk to Karim who's a client of Pivot that we've been working with for a couple of years. Karim is an IT Professional that we did strategic sort of planning work for. He talks about his journey with the advice process, some of the tangible results that he got and for him, a big part of what we did was around building his financial confidence giving him permission to spend and so...

This episode is a recording of a live event I did in collaboration with the General Assembly and Raiz Invest all on how to nail your money mindset. I talk about and go deep into psychology and it's all super impactful with our money decision making. So I talk through some of the money mindset mistakes that I see and some of the most painful ones and how you can avoid them. I talk a bit about learn...