Keeping you at home: In-home support for aging adults and their families

In this episode, we explore HUB24 (ASX: HUB), a $5.9 billion diversified financial services business known for its cutting-edge platform solutions and cloud-based technology. With a 7.5% share of the Australian platform market, HUB24 is a rising competitor against larger providers averaging 14% each. We discuss HUB24’s impressive growth, including a staggering 6,319% return over 10 years and an 875% increase in dividends since 2019. With a strong balance sheet and a debt-to-equity ratio of just 5.8%, the company is well-positioned for continued expansion, including recent acquisitions like myprosperity. Tune in to hear financial insights, analyst valuations, and key takeaways on HUB24’s economic moat, financial health, and future performance, along with the latest news and leadership highlights. Please Note: This is not a buy, nor sell, recommendation. This is general information only. 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. 

In this episode, Rob and Amy explore the risks of investing in small cap stocks. While these companies offer the potential for significant long-term growth, they also come with higher volatility. Tune in as they discuss the sectors that may carry more risk and the challenge of ‘trying to find a rocket under a rock’ in the small cap space. 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. 

In this episode, we dive into the smart steps to take when you receive a lump sum of money, whether it’s from a farm or business sale, an inheritance, or even a Tattslotto win. We’ll cover the key considerations around timing and capital gains tax, as well as strategies for what to do with the funds once taxes are sorted. Learn how to make the most of your windfall with a plan that sets you up for long-term financial success. To view the video version of this episode visit https://youtu.be/ZK0sc2aGgxk   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. 

Join us as we explore the essential elements of effective money management, offering insights into building a secure future. From spending wisely and creating financial safety nets to making strategic investments for the long term, we’ll cover it all. Discover the joy of mastering your finances and gain a deeper understanding of the path to financial greatness. Tune in for a conversation filled with tips and guidance to make your financial journey both enjoyable and achievable! 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.