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Retirement is more about coffee than overseas holidays
Just as the name of this podcast implies, retirement is often more about the simple pleasures than the big, costly dreams we might have imagined during our working years. This week we welcome Rachael Todman to the podcast! As a Financial Adviser and partner at Consortium Private Wealth and brings her wealth of knowledge to the table with Rob to discuss all things retirement and retirement spending. To view the video version of this episode visit https://youtu.be/eD-V1n4FJMk?si=6si55qqs8xkQBiFv Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Couple Goals: Making money work in a relationship
Join us for a candid discussion on managing finances as a couple… We explore the dynamics of handling money when there’s a single breadwinner, aligning financial goals, and seeking advice when needed. Discover the keys to understanding each other’s money stories, navigating crucial conversations, and tackling tensions in relationships caused by finances. Tune in for insights on building financial harmony in your relationship! Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Smart investing: Strategies for 1K, 5K & 50K budgets
Join us as we explore practical investment strategies for budgets ranging from $1,000 to $50,000. Whether you’re a beginner or seasoned investor, we offer actionable advice on fund allocation and risk management. Discover low-cost options, diversification techniques, and insights into market dynamics. Learn how to navigate the investment world and achieve financial success… Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
How we invest (& why we’re different)
Not all financial advice businesses invest the same way. In this episode, we explore how Consortium Private Wealth has developed its unique investment approach over the past 25+ years. Rob and Amy share how their focus on long-term strategy, diversification, and client education helps ensure investments align with financial goals—not short-term market trends. Tune in to learn what sets Consortium apart and how their philosophy supports lasting wealth creation. Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Rachael Todman, GradDipFP (ASIC Reg 1270413), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.