Author: Reuben Zelwer

Ever thought that financial advice is just for the wealthy? Well think again. Technology is making the first steps on the path to financial success easier than ever.

In this episode of the Finance Hour, we have an in-depth discussion with Paul Feeney of Mapymplan an on-line program allowing people to set-up a simple, actionable financial strategies without the jargon. We discuss

• Why financial advice is more than just managed funds and insurance policies.
• Paul’s journey from the finance industry, travelling the world to a start-up financial technology business.
• How an on-line tool such as mapmyplan can be a great stepping stone to getting advice from a real life, human financial planner!

And don’t forget to listen all the way until the end for Paul’s three top financial tips.

Thanks for tuning in!

Thanks for joining us on today’s episode of the The Finance Hour podcast! If you enjoyed today’s episode, please head over to iTunes and leave us a rate and review to help us reach even more listeners. Don’t forget to check out our website, visit us on Facebook, or hang out with us on Twitter to stay up-to-date on what’s in store for you!

This week’ episode is about investing in small and medium size companies. I have a great discussion with Callum Burns who manages the SGH Hiscock ICE fund,

Tune in to learn

• Why investors should diversify away from the big bank and resources stocks despite their high level of franked dividends.
• Examples of smaller companies which have a competitive edge or a ‘moat’ around their business model.
• Why you want to invest in a company which an idiot can run (because you can be certain that this will occur one day).
• Callum’s three tips for making smart investment decisions.

And don’t forget to listen all the way to the end for my Propeller Head of the week where  I outline a critical issue for you to be aware of when transferring money between superannuation funds.

Thanks for tuning in! 

Thanks for joining us on today’s episode of the The Finance Hour podcast! If you enjoyed today’s episode, please head over to iTunes and leave us a rate and review to help us reach even more listeners. Don’t forget to check out our website, visit us on Facebook, or hang out with us on Twitter to stay up-to-date on what’s in store for you! 

As an investor, you are bound to be wary of unforeseen occurrences such as the 1997 Global Financial Crisis, the recent Brexit or the current uncertain North Korean situation. These “Black Swan” events often result in a value erosion and massive hit to investor sentiment. On today’s episode, I am joined by Tim Farrelly, founder of Farelly’s investment strategy to discuss how to tackle events of this nature. 

Investors might make great efforts to avoid taking a probably portfolio hit from a black swan event. However, often the only resort is staying put and adopting a long term investing strategy. 

“When there are very visible risks that people refer to as black swans but are not black swans, they are actually are good time to invest” – Tim Farrelly 

Today on the Finance Hour Podcast: 

• Asset allocation depends on your risk appetite and current market valuations – you might run into a black swan event in spite of factoring these in 
• If there is a visible market risk, it might be the best time to enter the market – markets might take off if the market does not succumb to the perceived risk 
• Discussing the contrast between two major events: Brexit and the Global Financial Crisis of 1997 
• A knee-jerk reaction and a short term approach is a poor market strategy – unless you are privy to some industry-specific knowledge, a long term investing strategy is recommended 
• How can you lessen portfolio risk and be more resilient to global market risks? 
• Will the expected tax rate cuts proposed by the Trump administration have a significant effect on markets? 

Tim Farelly’s advice for investors: 

•   Asset allocation is a function of risk appetite and current market valuations.  
•  If there is a visible market risk, it might be sometimes, the best time to enter the market. 
•  A long term investing strategy is always preferred over a short term one. 

Mentioned Resources: 

• The Black Swan: The Impact of the Highly Improbable 

• The Finance Hour: Episode 3 – Bubble Trouble 

Thanks for tuning in!  

Thanks for joining us on today’s episode of the The Finance Hour podcast! If you enjoyed today’s episode, please head over to iTunes and leave us a rate and review to help us reach even more listeners. Don’t forget to check out our website, visit us on Facebook, or hang out with us on Twitter to stay up-to-date on what’s in store for you! 

In this week’s edition of the Finance Hour I interview Chris Cuffe who is the head of Australian Philanthropic Services and a previous CEO of Colonial First State.

Chris has been able to combine his business and philanthropic work in a way that very few people can. In this episode you will learn about

• The genesis of the managed funds industry (as we know it) in Australia.
• How Chris motivated his staff whilst navigating a number of ownership changes at Colonial First State.
• Why Chris ultimately left the corporate world to pursue his philanthropic interests
• The role of private and public ancillary funds play in helping donors make an impact with their giving.
• How the Third Link Growth Fund has provided great returns for investors and generated millions of dollars of donations for charities

And be sure to listed to the end for Chris’s top 3 tips on managing your career.

Thanks for tuning in! 

Thanks for joining us on today’s episode of the The Finance Hour podcast! If you enjoyed today’s episode, please head over to iTunes and leave us a rate and review to help us reach even more listeners. Don’t forget to check out our website, visit us on Facebook, or hang out with us on Twitter to stay up-to-date on what’s in store for you! 

This is a must listen episode if you aspire to or run a small or medium sized business and want to learn how to use technology accelerate your business growth without adding the costs (or headache).

I interview Stewart Bell of Audere Coaching and Consulting  who is passionate about helping business owner use technology do things better, easier and faster. The result? Maximise your profits and free your time to do what is most important. In this episode you will learn:

• Stuart’s path to business coaching (hint. he comes from a long line of business owners)
• How the 4 hour work week by Tim Ferriss inspired Stuart to leave his corporate job.
• Key learnings from a recent trip to Silicon Valley.
• Whether technology widens or narrows the gap between big and small businesses.
• Stuart’s views on remote staff and outsourcing.
• Stuart’s top 3 technology apps to make your life a whole lot easier!

And don’t forget to listen all the way to the end for my Propellorhead of the week where I discuss the value of automatic insurance you may get when you join a new employer or super fund.

Thanks for tuning in! 

Thanks for joining us on today’s episode of the The Finance Hour podcast! If you enjoyed today’s episode, please head over to iTunes and leave us a rate and review to help us reach even more listeners. Don’t forget to check out our website, visit us on Facebook, or hang out with us on Twitter to stay up-to-date on what’s in store for you! 

In this podcast, I interview Doron Paluch of Burgess Paluch Legal Recruitment. Listen in to discover

• How Doron transitioned from a career as a Lawyer to recruiting.
• Starting from scratch in London.
• The move from being an employee to starting a business with his partner, Paul Burgess.
• How the job market has changes in Doron’s 20 years in recruitment and what lies ahead.

Make sure you listen all the way to the end for a special section called “liar liar pants on fire” and in my propellorhead of the week, I discuss kids banking accounts.

Leave your feedback by email advice@adaptwealth.com.au or on our Facebook page

Thanks for tuning in! 

Thanks for joining us on today’s episode of the The Finance Hour podcast! If you enjoyed today’s episode, please head over to iTunes and leave us a rate and review to help us reach even more listeners. Don’t forget to check out our website, visit us on Facebook, or hang out with us on Twitter to stay up-to-date on what’s in store for you!