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In this episode, Rob and Amy draw inspiration from the insightful article Nine Bad Habits of Ineffective Investors: Common Mistakes Investors Make by Dr. Shane Oliver, Head of Investment Strategy and Chief Economist at AMP. They explore why seemingly logical actions often lead to poor investment outcomes, and discuss why habits like following the crowd, over-relying on past performance, and frequently checking your portfolio can derail your financial goals. Rob and Amy share practical strategies for avoiding these mistakes and emphasise the importance of a long-term investment plan that aligns with your financial goals and risk tolerance.  Tune in to sharpen your investment strategy and steer clear of costly missteps. Article referenced in recording:Nine bad habits of ineffective investors: common mistakes investors makeDr Shane Oliver Head of Investment Strategy and Chief Economist, AMP https://www.amp.com.au/content/dam/amp-au/documents/insights/mistakes-oi-30-2024.pdf 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 financial journey of a typical Australian couple, late 30s, with two young children and an annual income of $150,000. With expenses at $70,000 annually, we discuss strategies for asset allocation, personal insurance, estate planning, inflation considerations, and children’s future needs. Tune in for insights that will help any Aussie household aiming for financial security and peace of mind. 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 jump into real-life client scenarios, exploring topics ranging from the tax advantages of progressive giving, to the opportunity costs linked with negative gearing. Plus essential considerations for making informed financial decisions. Tune in for valuable insights to secure your financial future. 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. 

Dive into the strategies of borrowing for investment in our latest episode! From margin loans to leveraging home equity, we explore the benefits and risks, emphasising smart financial decisions over tax considerations. Tune in for key insights to level up your investment game! 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.