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Education Bonds Explained: with Marie Lazar
In this episode, we sit down with Marie Lazar from Futurity Investment Group to explore the incredible benefits of investment bonds for securing your children’s or grandchildren’s financial future. We discuss how these bonds not only provide tax-efficient growth but also offer valuable estate planning features, allowing you to set up a lasting legacy for your loved ones. Whether you’re looking for a smart way to invest or seeking peace of mind with future planning, this episode is packed with insights that can help you make the right decisions for your family’s financial wellbeing. 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.
Keeping you at home: In-home support for aging adults and their families
Home Instead is a national provider of in-home care designed to enrich the lives of aging adults and their families. In this episode, join Rob and Home Instead Care Services Manager, Lindy Ellis, as they delve into the array of in-home support options. Lindy sheds light on the crucial aspects of maintaining older individuals in the comfort of their homes for both physical and mental well-being. For further details on the services provided by Home Instead, visit https://homeinstead.com.au/locations/horsham/. 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.
Financial First Steps for New Grads
In this episode, Financial Advisers Rob & Amy share essential tips for graduates to kickstart their financial journey. Discover the key steps you should take to manage your finances effectively, from budgeting and saving to maximising your super fund contributions. Whether you’re entering the workforce or continuing your education, this episode is a must-listen to help you build a strong financial foundation right from the very start. To view the video version of this episode visit https://youtu.be/cLqV7ydeE2M?si=8eQLiqnzDupmoaoV 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.