Fine Answers

 In this episode of the Fine Answers Podcast, Jay sits down with Tania Differding from Achtung Camper.

How does one turn a passion for adventure and freedom into a thriving business? This is the journey we explore with Tania, where the roads of finance, lifestyle, and the allure of van life intersect.

Tania's story starts with her roots in marketing, a talent for writing, and a leap of faith into the world of campervans. From the humble beginnings in a leaky warehouse, Tania narrates the evolution of Achtung Camper to its current success in Geelong, producing 66 bespoke campers annually. This journey wasn't just about building a business; it was about crafting a lifestyle, a sentiment echoed in the principles derived from Tim Ferriss's "The 4-Hour Work Week." Tania delves into the influence of this book on Achtung Camper, highlighting the importance of efficiency, outsourcing, and the savvy use of technology in today's business landscape.

 As we traverse the scenic routes of Australia through Tania's eyes, she shares her favorite destinations and offers invaluable tips for those itching to start their van life adventure. For the aspiring entrepreneurs among our listeners, Tania provides insights into the dos and don'ts in business, drawing from her rich experiences with Achtung Camper.

Navigating through the challenges of the COVID-19 pandemic, Tania discusses how supply chain issues and a spike in domestic travel demand shaped the recent landscape for campervan enthusiasts. Her story is one of resilience, innovation, and the relentless pursuit of a dream.

For more information about Achtung Camper and to connect with Tania visit

Phone: 03 5200 9185

Email: info@achtungcamper.com.au

Web: www.achtungcamper.com.au

Social Media: @achtungcamper   

Links:

The Four Hour Work Week

https://amzn.asia/d/cWMi8uf

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

In an era marked by extreme market volatility, many Australians are stepping into their retirement years facing unprecedented financial challenges. In Episode #78 of our podcast, financial experts Jay Burke and Ben Kemp delve into the vital yet often underestimated concept of Sequencing Risk in retirement planning.

Understanding Sequencing Risk:

• Timing of Returns: Grasp how the timing of investment returns plays a crucial role in your retirement portfolio, especially during the phase of withdrawals.
• Early Retirement Impact: Discover the perils of negative returns in the early years of retirement, as explained by Jay and Ben, and how these can rapidly deplete your life savings.
• Compound Returns and Recovery: Learn about the compounding effect of negative returns during the withdrawal period and the challenges it poses for your portfolio's recovery.

Mitigating Sequencing Risk:

• Diversification: Explore the significance of diversifying your investments to mitigate the effects of market downturns on your retirement funds.
• Asset Allocation: Understand the advantages of adjusting your asset allocation for lower volatility as you near retirement.
• Withdrawal Strategy: Gain insights into flexible withdrawal strategies that can protect your portfolio in times of market downturns.
• Buffer Assets: Recognize the critical role of maintaining a cash reserve or low-risk investments as a safety net during market fluctuations.

This episode is particularly crucial for Australians navigating the uncertain waters of retirement finance. It underlines the importance of proactive planning and adapting to changing market, income, and capital needs. A 'set and forget' approach to investment can no longer suffice in these volatile times. We encourage our listeners to seek retirement planning advice as early as possible to ensure a stable and secure financial future.

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

"What comes to mind when you think of blindness? Is it a world of complete darkness or is there more to this misconception?"

In this episode, we dive deep into the often misunderstood world of blindness and disability advocacy. We're joined by two remarkable guests from Guide Dogs Victoria: Karan Nagrani, the Donor and Community Engagement Assistant and a dedicated Blind Disability Advocate, and Chris Harding, the passionate Community and Corporate Fundraising Manager.

Together, we unravel the common misconceptions about blindness, discuss the empowering journey of individuals with vision impairment, and explore the impactful work of Guide Dogs Victoria. Karan shares his personal experiences living with Usher Syndrome and his advocacy efforts, illustrated vividly on his Instagram page 'Pretty Fly for a Blind Guy'. Chris discusses the crucial role of community and corporate fundraising in supporting Guide Dogs Victoria's mission, including the significant contributions made by Burke Britton Financial Partners Clients through the Future Generation Fund.

We also delve into the inspiring story of Guide Dog Ollie and the development of the Orchestral Garden, a project that showcases the power of community support and donations.

Join us in this inspiring conversation and learn how you can contribute to this noble cause. Be a part of this incredible journey! Support Guide Dogs Victoria in their mission to empower those with vision impairment. Every contribution counts.

Contact and Links:

• Guide Dogs Victoria: Website
• Karan Nagrani: Instagram, Linktree
• Chris Harding: LinkedIn
• Donation Portal: Guide Dogs Victoria Donation Page

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Today Jay is joined by Philippa "Pip" Stork, a seasoned Commercial Broker from Millennial Finance Group. With a rich background spanning over 16 years in banking and a transition into broking, Pip shares her insights and experiences in the world of finance.

This episode delves into Pip's journey from her early days in Bendigo, her educational path, and the pivotal moments that led her to where she is today. Pip opens up about her day-to-day role at Millennial Finance Group, where she assists business owners in securing finance for a variety of needs, from purchasing commercial property to acquiring new businesses. She emphasizes the importance of understanding clients' needs and how her role extends beyond just being a broker to being a crucial part of clients' advisory teams.

Listeners will also get a personal glimpse into Pip's life, including her hobbies and interests, which bring a unique balance to her professional life. Her love for horses and her passion for helping people are both evident throughout the conversation.

Pip discusses the challenges and rewards of working in the commercial finance space, highlighting the intricacies of business banking and the satisfaction of helping businesses grow and succeed.

This episode is a must-listen for anyone interested in the finance industry, business banking, and the journey of a professional transitioning from banking to broking.

• Millennial Finance Group: millennialfinancegroup.com.au
• LinkedIn: Philippa Stork

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Today Jay and Ben delve into the custom home building with special guests Lee Selkrig, Founder & Director of Enso Homes, and Samuel Piasente, Business Development Manager.

Lee and Samuel share their fascinating career journeys, offering an in-depth look at their paths to leading one of Geelong's most awarded building companies. The conversation pivots to the challenges and opportunities in the property market, especially in light of the COVID-19 pandemic and its impact on the industry.

This episode shines a light on the art of custom home building, exploring Enso Homes' dedication to creating personalized living spaces tailored to their clients' unique needs. Sustainability in home design and the crucial role of quality control through external collaborations also feature prominently in our discussion.

Gain valuable insights into the financial aspects of home building with expert commentary on planning and budgeting. Whether you're a prospective homebuilder or interested in the intersection of construction and finance, this episode provides a wealth of knowledge and practical advice.

Tune in to this must-listen episode for an enriching dive into the world of custom home building and the essential financial considerations that come with it.

For more information about Enso Homes and to connect with Lee and Samuel, visit the Enso Homes website at Enso Homes and follow them on their social media.

• Lee Selkrig on LinkedIn
• Samuel Piasente on LinkedIn.

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Jay is joined by Rohan Braddy, CEO of Gateways, and Jandi Watts, Gateways Manager of Marketing & Communications to explore the world of Gateways Support Services. This episode is not just a story of community impact and personal triumph, but also a comprehensive exploration of the challenges and successes within the disability support sector.

• Gateways Overview: Rohan Braddy explains the multifaceted approach of Gateways in supporting individuals with intellectual disabilities and autism, highlighting over 40 years of dedicated service.

• Evolution of Disability Support: An engaging discussion on the evolution of disability support services, with a particular focus on the impact of the National Disability Insurance Scheme (NDIS).

• Sector Challenges: The conversation delves into the intricacies of leading a non-profit organization, addressing the challenges of managing funding, operations, and community needs.

• Marketing and Communication: Jandi Watts leads an insightful dialogue on the vital role of marketing in raising awareness and bridging gaps between services and community needs.

• Impactful Stories: Including the touching account of Darcy, this segment showcases the real-life impact of Gateways' work on individuals and families. Read Darcy's Story.

• Operational Insights: The episode sheds light on the operational aspects of Gateways, emphasizing the need for efficient management and the importance of aligning with the mission.

• Future Initiatives and Engagement: Announcement of the Gateways Festival of Fun and discussion on ways the community and corporate partners can contribute to Gateways' mission.

To support Gateways and learn more about their work, visit:

• Website: gateways.com.au
• Donate: gateways.com.au/get-involved/donate
• Follow Gateways on social media:
• Facebook: facebook.com/GatewaysSupportServices
• Instagram: instagram.com/gatewayssupportservices
• LinkedIn: linkedin.com/company/gateways-support-services-inc/
• Connect with Rohan Braddy:
• LinkedIn: linkedin.com/in/rohanbraddyleader
• Twitter: @Rohanbraddy
• Connect with Jandi Watts on LinkedIn: Jandi Watts's LinkedIn Profile

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Dive into Wealth Creation with Burke Britton Financial Partners and Loan Market Geelong in an insightful webinar that unveils the complexities of wealth creation. Delta Smith and Sarah Daly guide you through the key avenues for financial growth and the wisdom behind each.

This episode covers:

• An Introductory Perspective on Wealth: Uncover the importance of wealth creation for financial stability and independence.

• High-Level Wealth-Building Strategies: Learn about the strategies you can employ to enhance your wealth creation journey.

• The Role of Financial Planners: Discover how financial planners analyze your circumstances and craft personalized strategies to meet your financial and lifestyle goals.

• Debt Recycling Explained: Get to grips with converting non-deductible debt into deductible debt, and how this can be a game-changer in wealth accumulation.

• Tax Minimization Tactics: Find out how to structure your assets and investments for tax efficiency.

• Investment Vehicles: Discussion on the place of property, shares, and managed funds in a diversified investment portfolio.

• Protecting Your Wealth: Strategies for safeguarding your growing wealth against unforeseen circumstances.

• Asset Sale Timing: Learn when and how to sell assets in a way that aligns with your financial objectives.

• Understanding SMSFs: Explore the benefits and considerations of using self-managed super funds for property investment, especially for business owners.

• Navigating LMI: A detailed look at when Lender's Mortgage Insurance applies and how to approach it.

• The Importance of Loan Structuring: Gain insights into the critical role of proper loan structuring and the value of professional advice in avoiding common financial traps.

• Interactive Q&A: The presenters address real-life queries from the audience, offering tailored advice and clarifying common misconceptions.

Join us for a session filled with actionable insights, practical advice, and the latest trends in financial planning and wealth creation. Whether you are starting on your financial journey or looking to refine your strategy, this episode will equip you with the knowledge to pave your way to financial success.

2023 11 15 Hot Topics - Loan Market Wealth Creation.pptx

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Brad Papworth and Michael Sodomaco of Ivy Street sit down with Jay to discuss marketing and business strategy. Brad, the Managing Director, and Michael, Director of Strategy, share their personal journeys and the development of Ivy Street, a dynamic creative marketing and digital agency based in Geelong.

Key highlights of the episode include:

1. Ivy Street's Evolution: An exploration of the company's growth, including its move to a new, vibrant location and the transitions it has undergone over the years.

2. Personal Paths: Brad and Michael discuss their individual backgrounds, revealing the diverse routes that led them to their current roles and the formation of their unique perspectives in the marketing world.

3. Digital Transformation and AI: A deep dive into how digital advancements and artificial intelligence are reshaping marketing strategies, with a specific focus on performance marketing and efficiency improvements.

4. Brand Marketing Essentials: Engaging insights into the psychology of branding, including the significance of building memory structures and the importance of understanding consumer behaviour.

5. Challenges for Small Businesses: The episode addresses common marketing challenges faced by small businesses and how Ivy Street's comprehensive approach helps in tackling these issues.

6. Future Outlook: A forward-looking discussion on the anticipated impact of evolving technologies on marketing and business strategies.

Throughout the episode, Brad and Michael emphasize the need for consistency in marketing and the critical role of understanding and adapting to customer needs. They also shed light on the complexities small businesses face in navigating the marketing landscape and how an external perspective can be beneficial.

This episode is for anyone interested in the intersection of marketing, technology, and business strategy, offering both theoretical insights and practical advice.

Links:

• Ivy Street Website: ivystreet.com.au
• Ivy Street Instagram: Ivy Street Instagram
• Ivy Street LinkedIn: Ivy Street LinkedIn
• Brad Papworth LinkedIn: Brad Papworth
• Michael Sodomaco LinkedIn: Michael Sodomaco

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Are you concerned about securing and preserving your hard-earned wealth for the future? Join us for an enlightening pre-recorded webinar dedicated to exploring effective strategies for wealth protection. Hosted by CFP Delta Smith and joined by Daniela Pavlovic Principal Lawyer at Harwood Andrews.

In today's ever-changing financial landscape, safeguarding your wealth is crucial. This seminar will delve into a comprehensive range of wealth protection strategies designed to shield your assets, mitigate risks, and ensure a secure financial future for you and your loved ones.

Gain a deeper understanding of wealth protection strategies. Learn actionable techniques to secure your assets and financial future. Receive expert guidance on safeguarding your wealth against various risks. Explore tools and approaches to optimize your financial planning.

Topics Discussed:

·       Understanding Wealth Protection: Exploring the concept of wealth protection and why it's vital for financial security.

·       Asset Preservation Techniques: Strategies to safeguard assets from potential risks and unforeseen events.

·       Estate Planning Essentials: Insights into creating an effective estate plan to secure and transfer wealth efficiently.

·       Insurance and Risk Management: Exploring insurance options and risk management techniques to protect against unexpected challenges.

·       Tax-Efficient Wealth Strategies: Maximizing wealth by understanding and utilizing tax-efficient strategies.

·       Legal Structures for Protection: Insights into legal frameworks and structures to shield your wealth.

2023 10 04 Hot Topics - Wealth Protection.pptx

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Today we are joined by Brian Cook, Chief Executive Officer of the Carlton Football Club, Bruce Anderson, Chairman of Youthrive Victoria and Founder of The Anderson Partnership, and Peter Burke, Founder and Director at Burke Britton Financial Partners.

We discuss the lessons learned over nearly five decades of friendship, business, and community service. They unveil the foundational philosophies that have underpinned their business and personal lives, and dissect the DNA of truly effective leadership and organizational success, providing their own unique interpretations and implementations.

Beyond the boardroom, Peter, Brian, and Bruce open up about the importance of giving back. With heartfelt commitment to causes like Wombats Wish, Youthrive Victoria and the Kids Plus Foundation, they demonstrate the profound impact of intertwining success with social responsibility.

Through the Future Generation Investment Program, Burke Britton Financial Partners, with the support of its clients, has directed more than $800,000 towards initiatives aiding children and youth at risk since 2017.

·       Future Generation Investment Program: https://futuregeninvest.com.au/

·       Kids Plus Foundation: https://www.kidsplus.org.au/

·       Youthrive Victoria: https://www.youthrivevictoria.org.au/

·       Wombats Wish: https://wombatswish.org.au/

·       The Anderson Partnership: https://theandersonpartnership.com.au/

·       Carlton Football Club: https://www.carltonfc.com.au/

·       Burke Britton Financial Partners: https://www.bbfp.com.au/

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Are you wondering how to secure your child or grandchild's financial future? Want to pass on more than just wealth, but the wisdom to use it wisely? Tune into episode 69 of the Fine Answers Podcast for essential insights!

In this episode, we uncover how a modest index fund, established for a 13-year-old, grew into a robust share and property portfolio by her 33rd year. It's a journey that illustrates the profound impact of early financial education and strategic family support.

We're unpacking a wealth of knowledge including:

•      Early Financial Education: The pivotal role you play in introducing money management to the next generation.

•      Supporting Family Finances: Proven ways to help your loved ones grow financially without risking your own security.

•      Investment Accounts for Youth: How these accounts can shape a child's financial outlook for the better.

•      Habitual Investing: Why regular contributions can set up a lifetime of financial health.

•      Savings Match Programs: Using incentives to teach the value of saving and match their financial strides.

•      Understanding Gifting and Lending: The benefits and risks of financial assistance.

•      Seamless Wealth Transfer: How to navigate estate planning and wealth transition with ease.

•      Guidance for Young Investors: The critical role of professional advice in financial growth.

Join Jay Burke and Ben Kemp as they guide you through these topics to help you lay a solid foundation for your family's financial success.

If you're ready to take the next step in financial planning for your family, reach out to Burke Britton Financial Partners at 0352217700 or email us at admin@bbfp.com.au. For more resources or to book a personal consultation, visit our website at www.bbfp.com.au. Schedule a 15-minute call with us directly through our scheduling link to see how we can assist in building a prosperous future for you and your loved ones.

Stay connected and join the conversation with us on Twitter, Instagram, and Facebook @BurkeBrittonFP. Share your journey and become a part of a growing community committed to financial education.

Don't miss out on this episode's valuable insights - subscribe now and empower your family with the knowledge to thrive. Share with other families and let’s grow a future where our children not only inherit wealth but the expertise to manage it.

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Are you safeguarding your property investment? Uncover the critical importance of building inspections and quality control in this must-hear episode of the Fine Answers Podcast, featuring Jake Pitman, Managing Director of Manse Group. Your hosts, Jay Burke and Ben Kemp, navigate the often overlooked yet crucial aspects of construction consultancy with an expert who's reshaping industry standards.

Jake's story is not just about building consultancy; it's a cautionary tale showcasing what can go awry in construction projects without proper oversight. From his early beginnings in Horsham to his international exploits, leading up to the founding of Manse Group, Jake brings to light the pivotal role of meticulous contract reviews, stage inspections, and adept handling of disputes in construction.

This episode is a treasure trove of insights for anyone involved in or planning a construction project. Jake's experiences illuminate the potential pitfalls in building homes and investment properties, stressing why thoroughness is non-negotiable in such significant undertakings.

Before you lay the foundation for your dream home or investment property, arm yourself with knowledge that could save you from the horrors of construction gone wrong. Tune in for an episode filled with compelling personal anecdotes, expert advice, and essential strategies for ensuring your construction project's success.

Connect with Jake and the Manse Group for expert guidance and peace of mind in your building ventures:

• Manse Group Website
• LinkedIn
• Instagram
• Facebook

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Charlie Crozier is not your average tech Founder & CEO. Farm-raised on 7000 acres near the South Australian border, his roots are deep in soil, not silicon. But it's precisely this down-to-earth background that's powered up his drive for tech and doing right by the world, leading to the birth of VOLI.

In this episode of 'Fine Answers,' Jay kicks back with Charlie to riff on his journey through the wilds of medtech, finance, real estate, big data, and blockchain—experiences that all fed into VOLI, the platform that's putting real weight behind social impact.

We say hello to the VOLI App, Charlie's brainchild and your new go-to for giving back with impact. It's the Swiss Army knife for changemakers, matching you with giving gigs that fit your skills, making sure your good goes further.

From gritty start-up struggles to those fist-pump moments when it all comes together, this chats for anyone who's got fire for entrepreneurship, tech or making a dent in the universe.

For the latest updates and to join a community committed to positive change, subscribe to the VOLI newsletter and be a part of this inspiring movement.

• Follow VOLI on Instagram: VOLI on Instagram
• Connect with Charlie and VOLI on LinkedIn: VOLI on LinkedIn
• Discover more about VOLI and their mission at VOLI Global
• Watch their latest updates on TikTok: VOLI on TikTok

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

In today’s episode of Fine Answers, Ben Riddle, Director at Buxton Real Estate, joins Peter, Jay and Cindy to recount his transition from professional basketball to a remarkable career in real estate, emphasising the strategic moves and lessons that have marked his journey.

With a lens on Geelong’s market, he offers an analytical perspective on current trends, potential shifts, and actionable insights for investors at all levels. Ben underscores the critical role of making well-informed decisions, the impact of financial planning on property investments, and how these elements can influence long-term success.

For the younger audience, Ben provides mentorship through advice on navigating the professional landscape with patience and perseverance. Addressing the challenges of home ownership, particularly for younger generations, he dissects market dynamics and economic factors, offering guidance and potential strategies to overcome these hurdles.

His dedication to community involvement shines through as he discusses his work with charities, advocating for corporate social responsibility and the positive ripple effects businesses can have on community initiatives.

This episode not only explores the depths of the real estate industry but also offers a glimpse into the ethos that drives Ben success and engagement in the Geelong community.

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• Email: briddle@buxton.com.au
• Mobile: 0401 447 755
• Office Email: highton@buxton.com.au
• Website: Buxton Highton - Ben Riddle
• LinkedIn: Ben Riddle
• Instagram: Buxton Geelong Group

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Bridgette Kelly, Principal at Harwood Andrews, joins Jay on today’s episode of Fine Answers. Bridgette, an accomplished family lawyer with a rich background in community involvement and a passion for philanthropy, shares her professional journey, her commitment to the community, and her passion for baking!

Raised in Geelong, Bridgette reflects on her evolution in the legal field, her specialisation in family law and her recent promotion to Partner at Harwood Andrews. She discusses the complexities of handling cases with commercial interests and her approach to achieving equitable resolutions outside the courtroom.

Jay and Bridgette reminisce on their collective efforts in founding the Geelong Young Professionals (GYP), discussing their shared commitment to fostering a vibrant professional community in Geelong.

Beyond her legal prowess, Bridgette shares her experiences in philanthropy and her involvement with P500, a collective giving initiative under the Geelong Community Foundation. She highlights the impact of small-scale philanthropy and the profound difference it makes in the community.

Bridgette opens up about her love for travel, her adventurous aspirations, and her unexpected yet successful foray into competitive baking!

Explore more about Bridgette and the topics discussed:

• Harwood Andrews: Visit Website
• P500 and Geelong Community Foundation: Explore Here
• Connect with Bridgette on LinkedIn: Bridgette's Profile
• Geelong Young Professionals https://gyp.net.au/

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Today, we delve into the world of investment with Adam Dawes, Senior Investment Advisor at Shaw and Partners.

Possessing deep expertise and extensive experience in the Australian Stock Exchange, Adam imparts invaluable insights into the current market trends and investment strategies that are actively shaping the financial landscape.

Our discussion traverses Adam's journey from his early days in Canberra, starting in hospitality and transitioning to finance, and culminating at Shaw and Partners. Here, he has emerged as a prominent and respected voice in the Australian investment scene.

In this episode, we examine the impact of global events, such as the Russia-Ukraine conflict, on the market. We also consider the potential of burgeoning sectors like lithium and underscore the critical role of communication in nurturing client relationships.

Adam's optimistic outlook on future market trends, particularly concerning the growth in lithium and renewable energy sectors, offers listeners a glimpse into the emerging opportunities.

We delve into the collaborative partnership between Burke Britton and Shaw and Partners, highlighting how it has enhanced value for clients and underscoring our shared commitment to delivering premium financial advice and services to investors.

Explore more about Adam Dawes and his expertise:

• Shaw and Partners: Visit Website
• Connect with Adam Dawes on LinkedIn: Adam's LinkedIn Profile

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Join us as we delve into the life and lessons of Alan Dobeson, a long-term Burke Britton client who has navigated an extraordinary journey both professionally and personally. Hosted by Jay and Peter Burke, this episode offers a unique look into Alan's storied history and his deep-rooted passion for customer service, leadership, and management.

Born and raised in Sydney, Alan's early life in Coogee laid the foundation for a diverse and impactful career. From humble beginnings to influential roles in the airline industry, including TAA, Australian Airlines, and Qantas, Alan's path is a testament to resilience and adaptability. His transition from the public service to handling the dynamic challenges of the airline industry and later roles in logistics management, paints a picture of a life rich in experiences and learnings.

But there's more to Alan than just his professional accolades. As a sports enthusiast, he's not only played cricket and rugby at high levels but also brought his leadership skills to the field as an international rugby referee, including a significant match that marked the end of apartheid in South African sports.

Most compelling, however, is Alan's unwavering dedication to customer service. In this episode, he shares valuable insights into his customer service philosophy, shaped by decades of front-line and management experience. His reflections on leadership, team management, and the importance of honest feedback resonate deeply, offering lessons that transcend industries.

As a long-term client, Alan's perspective is both enlightening and grounding. His journey, marked by dedication and a continuous quest for improvement, not only highlights the importance of strong client-advisor relationships but also underlines the value of experience and wisdom in personal finance.

Tune in to Episode 64 for an engaging conversation that's as much about financial insights as it is about the power of service, leadership, and personal growth.

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

In this episode of the Fine Answers Podcast, we delve into the vital relationship between financial planning and legal services with Alice Growden and Nikita Chikohwa from Aspire Lawyers' Commercial Law Team. Our discussion highlights how both fields are essential in ensuring a secure future for clients.

Alice Growden, with her expertise in commercial law and debt-recovery litigation, and Nikita Chikohwa, who has shown remarkable growth from paralegal to lawyer, provide insights into their professional journeys and Aspire Lawyers' approach to legal services. They emphasize the importance of building strong, long-term relationships with clients and the commitment to providing personalized legal solutions.

The episode also covers the evolution of Aspire Lawyers in adapting to the changing landscape of legal services, including the shift towards more virtual interactions. Alice and Nikita touch on the significance of continuous learning and development within their team, which contributes to their diverse range of legal expertise.

This conversation offers a unique perspective on how legal services intricately weave into the fabric of financial planning, demonstrating the need for a cohesive approach to managing legal and financial matters.

Join us to gain valuable insights from the experiences of Alice and Nikita and learn how Aspire Lawyers is making a difference in the realms of law and finance.

• Aspire Lawyers Website: Aspire Lawyers
• Alice Growden's LinkedIn: Alice Growden LinkedIn
• Nikita Chikohwa's LinkedIn: Nikita Chikohwa LinkedIn
• Aspire Lawyers Instagram: Aspire Lawyers Instagram

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

In today’s episode of "Fine Answers" Delta and Jay delve into the multifaceted life of Georgia Agar, the founder and director of Agar Legal.

Raised in Benalla, rural Victoria, and schooled in Shepparton, Georgia's early life was a blend of academic pursuit and sporting excellence, being preselected for the Australian Olympic team in giant slalom skiing.

Georgia opens up about her journey from pursuing international business studies to finding her true calling in law, a path influenced by her father's legal practice. She gives us an inside look at the trials and triumphs of establishing Agar Legal in 2022, amidst the intricacies of family life, demonstrating how she juggles the roles of a lawyer and a mother.

With a focus on family and criminal law, Georgia sheds light on her dedication to guiding women through the complexities of legal challenges they face. Her commitment extends beyond the courtroom through her active involvement in community service, including her contributions to Barwon Legal and initiatives like Eat Up Australia that link back to her Shepparton roots.

Discover more about Georgia and Agar Legal:

• Website: Agar Legal
• Instagram: @agarlegal
• Community: Eat Up Australia

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Today, we're thrilled to have Peter Burke, Founder and Principal of Burke Britton Financial Partners, back from his captivating trip to Spain, where we explore the intersection of wealth and wanderlust.

In this episode, Peter shares his remarkable experiences from his recent journey through Spain, France, and Italy. He recounts the legacy trip to Cordoba, Spain, in honour of his partner's parents, and delves into the heart warming family moments and cultural explorations in cities like Madrid, Barcelona, and the southern coastal region. He also discusses his fascinating insights into the region's rich history, from Roman architecture to Muslim and Christian influences.

Peter reflects on the seamless operation of his business during his extended absence, highlighting the importance of building a reliable team and the concept of decentralized command. His ability to step away for a significant period without business disruptions is a testament to his leadership and the robust system he has established.

The conversation then shifts to financial planning, emphasising how Peter's trip aligns with the core philosophy of using financial resources to enable life experiences and personal fulfillment. He stresses the importance of using financial success not just as an end but as a means to enrich one's life and pursue passions.

Join us for this inspiring episode as Peter Burke not only shares his travel stories but also imparts valuable lessons on financial planning, lifestyle choices, and the beauty of embracing life's opportunities.

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP  

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.