James Wrigley: Recent Episodes
James Wrigley
Melbourne based Financial Adviser, James Wrigley, sharing conversations.
LinkedIn - https://www.linkedin.com/in/james-wrigley/ About Me - https://about.me/jameswrigley Twitter - https://twitter.com/the_wrigler First Financial - https://firstfinancial.com.au/james-wrigley/
I’ve been doing lots of work with people in their early 40’s here I discuss the work I’ve been doing with those clients.
Many (including me) are hesitant to put themselves out there online, I’d encourage you to do it though. Don’t let perfect get in the way of progress.
Joined by fellow financial adviser John Cachia for our first attempt at hosting a Clubhouse room.
Earning good money but feel like it just disappears? Here I explain how to take back control
In this episode I’m joined by Bryan Phillips. Many years ago Bryan & I worked together, now Bryan is a Director of owners corporation management firm Tideways. It’s a business he’s built up with this father-in-law over the last 8 years to now service in excess of 100 apartment buildings. Bryan shares his experiences in building that business.
Today’s episode looks into the tax concessions available to anyone selling a small business. If you own a small business you need to know about these concessions.
Business owners can often get caught up reinvesting everything back into their business but then things like COVID can happen. Here I explore how & when to start investing outside of your business.
In today’s podcast I speak openly about things going on in my life an what I’m noticing around the place
Jason is the CEO & Co-founder of Vendorable, a real estate services platform bringing together agents, managers, brokers in one place for those who need their services.
Having problems with the $1.6M pension cap is much more likely than you might initially think. In this episode of the podcast I deep dive into the issues and suggest some solutions. Enjoy.
Something that comes up very often, discussion about investing for or on behalf of children. Along with how can we educate children about money when we all just two and go.
Kieran is a director Merthyr Law in Brisbane, we sit down to chat about how things are going during COVID, has the flood of estate planning enquiries dies down and what’s changed in the law to make things easier for us all right now.
Jonathan goes into how he got into reselling and how he’s been able to give up his day job of being a mortgage broker to concentrate on his eBay stores.
Lots of questions & comments coming through on either purchasing or upgrading your family home so in today’s episode that’s exactly what I explore.
A deep dive into why, if you’ve retired or been made redundant during COVID-19 you should be looking to set up your super & pension arrangements sooner rather than later.
A deep dive look into the HomeBuilder program https://treasury.gov.au/sites/default/files/2020-06/Fact_sheet_HomeBuilder.pdf
Josh runs a business called Pinnacle Health Group which in turn runs corporate wellness centres for some of Australia’s biggest businesses. In this chat Josh shares what those businesses are doing for employee wellbeing at the moment & also with the early stages of a transition back into the office.
Robert runs digital agency Impressive. He shares how he’s managing during isolation, the importance of keeping routine, how his team is going and the current state of online marketing whilst we are all spending more time than ever online.
Emily runs a property advocate business helping clients buy principal residences. Emily shares her real world view of what’s going on in the property market & it’s very different from what the media would lead you to believe.
Craig is a personal insurance broker & has gone to great lengths to bring about a level of automation within his business. We chat about that as well as the insurance landscape during COVID.
Brent sold his tech business a little while back, went through a separation and has spent a lot of time getting himself right. Now helps many others getting themselves right. Whilst recently launching a new tech business during isolation.
Nathaniel runs his own business out of Hong Kong and is also a lecturer at Swinburne Uni in the area of automation. Really interesting chat on that the computers are doing & is it really going to do us all out of a job.
Solo on the podcast today sharing 3 main things I’m doing with my own money at the moment.
Barry LaValley is well known in financial planning circles having presented at many conferences around the world. It was a real pleasure to have him as my guest.
Nathan joins me for today’s episode & I’m sure you’ll hear his passion for education really shine through. Like many at the moment his phone has been ringing hot trying to help those in need, particularly around this 6 month loan holiday that’s being spoken about. Hope you enjoy.
Mike founded the business with his business partner some years ago. Today they have a team covering most of Australia who helps with costing estimates of property projects & depreciation schedules. This episode is one for you property investors. Enjoy.
Mitch is a financial adviser in the NY area. At the time of recording this he was in lockdown with his family. Mitch provides a US perspective on what we are all going through and what his clients are doing.
Daniel Gold is more than your typical mortgage broker. Based in Melbourne he’s very active in helping clients with their long term property planning. In this episode Daniel shares how the banks have changed their lending in the current economic environment.
James d’Apice is a Sydney based commercial & litigation lawyer who’s found a level of fame through social media for his coffee and a case note series. James shares what it’s like for him working from home and what might happen to his series if the courses stop handing down judgements.
Chris joined me on LinkedIn Live to discuss among other things, some simple steps we can all take to be a little bit more secure whilst we work from home. Enjoy.
In this episode I sit down with Nick Bell, AFR Rich Lister, serial digital agency owner, investor and all round champion. Nick shares a bit of his history, is incredibly open about both his successes & failures and talks about how after selling WME for $39M needed to find his purpose again.
In this episode I sit down with Nitay-Yair Levi and we talk at length about family business succession. Nitay-Yair Levi purchases family businesses with a view to continuing running them and through his experience in the space shares a number of successes & failures he’s seen of business founders.
Andrew is the founder of Omega Digital, during this chat we talk about when Andrew knew it was time for him to go out on his own and start his own business. What he’s learned & what he wishes he knew before starting. Along with how, contrary to what others might say SEO is not dead. Enjoy.
Phillip shares they journey they have been in building their business, things they have learned along the way and comments in what he would tell his younger self. Phil shares stories of starting a business with mates that went on to be more than expected, which they then sold. Enjoy.
This episode I’m joined by Daniel Gold, founder of Long Property. Dan is host of a podcast & author of a book by the same name. We talk about Dan’s current business, a previous business he built with his wife & sold to catch of the day. We also get into publishing your own book. Enjoy.
Joel as been involved in the startup and running of a number of businesses aimed at Financial Adviser education. His most recent providing education to those sitting the FASEA exam. In this episode Joel shares many learnings from his journey to this point.
This episode is mix of various discussions all centred around home ownership, mortgages & saving more tomorrow.
I was recently invited to share my experiences sitting the FASEA adviser exam with the Melbourne Financial Planning Network. The audio in this podcast was taken from that presentation.