The Professional Series by Scott Jackson: Recent Episodes

Scott Jackson

It’s easy to waste a lot of money and time on bad investments. Especially if you find growing your personal finances to be complex and confusing.

Join financial planner and investor Scott Jackson each month as he interviews people in his world who are winning in the game of money management. Investing and improving their own lives.

Each episode contains information to help you grow your money. Discuss tax, share ideas and build a more wealthy future.

In this episode of the Wealthlab Podcast, we dive deep into the world of budgeting with expert cashflow coach Hannah. Discover the truth behind common budgeting myths and learn how to take control of your finances with effective cashflow management. Hannah also sheds light on the broader role of mortgage brokers, beyond just securing home loans. Whether you’re struggling with spending habits, looking for financial advice, or curious about cashflow coaching, this episode offers valuable insights to help you navigate your financial journey.

In this explosive episode of The Wealth Lab podcast, Scott Jackson and Phil Sproule dive into the shocking developments in US politics and their potential impact on your superannuation. With Joe Biden's unexpected withdrawal and Donald Trump's likely return to the presidency, we're breaking down what this means for Aussie investors.

Discover:

How Trump's previous tenure saw a 70% increase in the S&P 500
The potential for interest rate cuts and asset appreciation
What Trump's return could mean for US-Australia and US-China relations
How these global shifts might influence your super balance

Plus, get our expert insights on:

Navigating market volatility and the impact of the US election on the Australian stock market
The importance of diversification in your investment strategy
Why knee-jerk reactions could cost you

Whether you're a seasoned investor or just starting out, this episode is packed with valuable information to help you make informed decisions about your financial future.

Don’t miss out on this timely analysis – hit subscribe and get ready to supercharge your investment strategy!

🎧 In this thought-provoking episode of the WealthLab Podcast, Scott and Phil dive deep into the world of charitable giving and explore how it fits into a comprehensive financial plan. 💰❤️Scott kicks things off by discussing the key concepts from the book "Die with Zero" by Bill Perkins, which challenges traditional notions of saving and spending. Together, they explore how intentional giving throughout one's life can lead to a greater sense of purpose and fulfillment. 📚💡Phil shares his personal experience of donating his time to the local surf life saving club, highlighting the emotional rewards of giving back to the community. 🏄‍♂️👏 This sparks a conversation about the various ways to make a difference, from volunteering time and skills to making strategic financial contributions. 💡💸The duo then cracks into the practical aspects of incorporating charitable giving into a financial plan, including setting giving goals, choosing meaningful causes, and tax benefits. 👨‍👩‍👧‍👦💝Throughout the episode, Scott and Phil emphasise the importance of finding a balance between personal financial security and philanthropic pursuits. They offer valuable insights on how to make giving a part of one's financial journey without compromising long-term goals. 🎯💰Whether you're a seasoned investor or just starting to think about your financial future, this episode will inspire you to consider the power of giving and its potential to enrich your life and the lives of others. Tune in now and discover how you can align your wealth with your values and make a lasting impact! 🌟💖Remember to like, subscribe, and share the WealthLab Podcast with your friends and family. Join us on this journey to financial success and making a difference in the world! 👍👥#WealthLabPodcast #CharitableGiving #DieWithZero #FinancialPlanning #MakingADifference 🎙️💸💡

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Get ready for a ride as Scott and Phil dive into the 2 hot topics in finance! 🌡️🎢 In this episode, our dynamic duo shares their unfiltered opinions on the crypto craze, the future of finance, and the ESG investing debate. 💸🌿Will crypto revolutionise the world, or is it just a flash in the pan? 🪙🔍 Scott and Phil explore the potential of blockchain technology and its impact on everything from property transactions to decentralised finance. 🏠💻Next up, the duo tackles the burning question on everyone's mind: where are interest rates headed? 📈💸 Brace yourself for some bold predictions (just kidding we are not sure our selves! that probably won't keep you on the edge of your seat! 😮💺Finally, Scott and Phil dive into the controversial world of ESG investing. 🌍💰 Is it just a box-ticking exercise, or can it make a real difference? Our hosts share their thoughts on the challenges and opportunities of investing with a conscience. 🤔✨Tune in for an episode packed with laughs, lessons, and a healthy dose of financial wisdom! 🎧😄 Don't forget to like, subscribe, and join the conversation! 👍💬Disclaimer: The views expressed in this podcast are solely those of the hosts and do not constitute financial advice. Always consult with a qualified professional before making investment decisions. 📝💼

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In this episode, we delve deep into what SMSFs are, their benefits, and the challenges they present.

Plus, don't miss our expert insights on how to leverage your super for property investment, ensuring a more controlled and potentially lucrative retirement strategy. Whether you're a seasoned investor or just starting, this episode is packed with valuable tips and advice to supercharge your wealth journey. Tune in to navigate the path to financial independence with the WealthLab Podcast 🏠💰🎙️✨."

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Dive into Episode 40 of the WealthLab Podcast 🎙️💼 as Phil and Scott unveil our AFSL evolution 🌟🧭. Discover what the Australian Financial Services Licence means for us and, most importantly, for you. No jargon, just clarity on our journey forward. #WealthLabPodcast #AFSLEvolution 🎧

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In this exciting WealthLab Podcast Episode 39, Scott Jackson and Phil Sproule take you on a journey through the financial highs and lows of 2023. 🚀 From analysing Australia's economic shifts to dissecting investment trends, this episode is a treasure trove of insights. Scott kicks off with a sharp look at the year's economic overview, examining interest rates and market changes. 🌏 Phil then takes the wheel, sharing compelling personal finance success stories and common financial blunders to avoid. 🛑 The duo wraps up with forward-thinking strategies and predictions for 2024, focusing on staying ahead in a dynamic economic landscape. 🌐 Whether you're fine-tuning your financial plan or just love staying on top of economic trends, this episode is a must-listen! Tune in and equip yourself with the knowledge to navigate the financial waters of 2024 confidently. 🎧💼Explore the podcast

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Dive into the world of superannuation drawdowns in this episode 📈. Discover the age requirements for accessing your super, and whether it's a wise choice for your future 💰. Scott breaks down the numbers for a comfortable retirement with an insightful calculation 🧮. Plus, we discuss the potential upsides of keeping your balance invested for long-term growth 🚀. Tune in for valuable financial insights and strategies 📊.#SuperannuationSavvy 🎓 #RetirementReady 🏖️ #WealthLabWisdom 💡 #FinancialFutureFocused 🔮"

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Do you really understand the ins and outs of your policies? Scott and Phil break down key terms, shedding light on how these definitions can impact your coverage.

Don't miss this eye-opening episode that will empower you to take control of your insurance and ensure you're not getting ripped off. Your financial future could depend on it.

Tune in now to gain a better understanding of your insurance policies.

Check out our previous episodes, also available on Spotify: https://podcasters.spotify.com/pod/show/wealthlab

For more financial wisdom, visit our website: https://wealthlab.com.au

You can also reach out to us on social media:

Facebook: https://www.facebook.com/wealthlabAU/

LinkedIn: https://au.linkedin.com/company/wealthlab

Twitter: https://twitter.com/WealthLabAU

Instagram: https://www.instagram.com/WealthLabAU

Insurance #FinancialPlanning #WealthlabPodcast

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In Episode 36 of the Wealthlab Podcast, we're taking a deep dive into a critical topic: financial scams. Our hosts, Scott and Phil, are on a mission to help you stay safe in the digital age.You've probably encountered those annoying spam emails and too-good-to-be-true offers promising huge returns with no risk. These scams are everywhere, targeting people who are just trying to manage their money wisely.This episode is about giving you real-life examples of these scams to watch out for. Scott and Phil break down the warning signs and tactics used by scammers, making sure you can spot them easily.Don't miss this episode—it's like having your own financial security guide. Tune in now to learn the tricks scammers use and how to protect your hard-earned cash.Check out our previous episodes, also available on YouTube: Wealthlab Financial Advisors - YouTubeFor more financial wisdom, visit our website: https://wealthlab.com.auYou can also reach out to us on social media:Facebook: https://www.facebook.com/wealthlabAU/LinkedIn: https://au.linkedin.com/company/wealthlabTwitter: https://twitter.com/WealthLabAUInstagram: https://www.instagram.com/WealthLabAU

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In Episode #35 of the Wealthlab Podcast, our hosts, Scott and Phil, dig into a big financial decision: Saving for Retirement or Treating Yourself?Are you wrestling with how to manage your money between securing your future and enjoying life's little luxuries like a fancy vacation, a new car, or other indulgences? Find out how these choices can greatly affect your big life goals. Join in and get clarity on one of life's most important questions.Don't miss out on our episodes, also available on YouTube: Wealthlab Financial Advisors - YouTubeFor more financial wisdom, visit our website: https://wealthlab.com.auYou can also reach out to us on social media:Facebook: https://www.facebook.com/wealthlabAU/LinkedIn: https://au.linkedin.com/company/wealt...Twitter: https://twitter.com/WealthLabAUInstagram: https://www.instagram.com/WealthLabAU

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In this episode, our hosts, Scott and Phil, talk about superannuation and how it can affect retirement planning. They clear up common misunderstandings and show you how superannuation can truly help you with your financial goals.Join Scott and Phil as they break down the complexities and provide easy-to-understand insights.Tune in now!You can also watch our episodes on YouTube: Wealthlab Financial Advisors - YouTubeOr contact us directly at our social media accounts: Website: http://wealthlab.com.auFacebook: https://www.facebook.com/wealthlabAU/LinkedIn: https://au.linkedin.com/company/wealt...Twitter: https://www.instagram.com/WealthLabAUInstagram: https://www.instagram.com/WealthLabAU

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Curious about taking charge of your financial future? Wondering what to ask before meeting a financial planner? We're decoding those everyday questions you've been itching to ask before connecting with a financial planner. 💼💡 Want to know about their role, how to verify their legitimacy, or want to know if there are fees you don't know about? We've got you covered!Join us for a casual chat that empowers you to make savvy money choices. 🏆🚀 Whether you're a financial novice or a seasoned pro, this episode delivers relatable insights.Our mission? To make finance feel less overwhelming – no fancy terms needed! Tune in to equip yourself with the tools for financial success. 💪📣 You can also connect with us at:Facebook: https://www.facebook.com/wealthlabAU/LinkedIn: https://au.linkedin.com/company/wealt...X (Twitter): https://twitter.com/WealthLabAU

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We delve into the crux of what an investor's risk profile is, how it shapes your investment strategy, and why it's absolutely crucial for both new and experienced investors. 📊🧭Phil and Scott will walk you through the process of determining your risk profile, explaining its impact on your investments and overall financial plan. We'll also discuss the importance of re-evaluating your risk profile over time and how it can help you stay aligned with your financial goals. 💰🏆So whether you're just starting your investment journey or you're a seasoned investor, understanding your risk profile is key to wealth management. 🚀Tune in to Episode 32 and let's get on the road to financial success together! 📈Don't forget to hit the like 👍, subscribe 🔔, and share our podcast 🔄 with those seeking to increase their financial literacy. New episodes are up every fortnight!Remember, the information in this podcast is general in nature and should not be considered as personal financial or investment advice. 🚫💵

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Join us as Phil takes a deep dive into a dummy SOA, explaining its purpose and what it contains. Each section is simplified and its impact on your financial plan made. 📚💼Then, get ready as Scott highlights what he finds crucial in an SOA, and also those parts which may not carry as much weight as you think. Get his view to help you navigate your SOA with confidence! 💪🧠Understanding your SOA can be a huge step towards becoming more organised with your finances. 🎯💰 So tune in, and let's embark on this journey towards financial enlightenment together! 🚀Don't forget to like 👍, subscribe 🔔, and share our podcast 🔄 with those who might find these insights helpful. Stay tuned for more empowering episodes every fortnight!Link to article discussed:https://www.afr.com/politics/federal/retirement-is-too-late-levy-slams-labor-s-financial-advice-fail-20230619-p5dhr3

Please remember, the info we provide is for general information only and should not be seen as personal financial or investment advice. 🚫💵

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Welcome back to "The Wealthlab Podcast with Phil and Scott"! This week we're digging deep into some financial strategies that could truly change your life.First up, Phil shares his favorite spreadsheet that he uses with clients — a meticulously designed tool centered around the "debt snowball method". This incredibly useful tool can help you save money, reduce your debt, and achieve a sense of financial freedom you've only ever dreamed about. He also drops some hard-earned wisdom on how to stay committed to your financial journey, even when the going gets tough.Later in the episode, Scott takes us through the critical importance of a 'Third Party Authority' research sheet. He will discuss the information we need from you as a new client prior to submitting it, and why it's so crucial in shaping a financial plan tailored specifically to your unique circumstances.Whether you're new to financial planning or you're looking for strategies to refine your existing plan, Phil and Scott are here to guide you every step of the way.Join us for an insightful conversation on financial wellness and learn how to make your money work for you. So, sit back, relax, and let's get ready to master your finances together!Don't forget to like, subscribe, and share our podcast with anyone who could benefit from these financial insights. Stay tuned for more episodes every week!Remember, the information provided on this podcast is intended to provide general information only and should not be considered as personal financial or investment advice.

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🎙️ Welcome to Episode 27 of the WealthLab Podcast, hosted by your financial friends, Scott and Phil! In this insightful episode, we dive into the world of rising interest rates and share our expert perspectives on how to prepare your finances for a refinance. Don't miss out on the valuable tips and strategies we discuss that could help you save thousands on your mortgage! 🏠💰📈 In this episode, you'll learn about:The current state of the economy and the reasons behind rising interest ratesHow higher interest rates impact your mortgage and refinancing optionsOur top strategies for getting your money in order to secure the best refinancing dealCommon mistakes to avoid during the refinancing processAnd much more!Links to check out:https://finty.com/au/home-loans/hem-expenses-guide/#what-is-the-household-expenditure-measure-(hem)https://twitter.com/cbrates/status/1646154477311803394🔔 Don't forget to subscribe to our channel and hit the notification bell so you never miss an episode of the WealthLab Podcast! Join Scott and Phil every week as they explore a wide range of financial topics and share their expert knowledge to help you create a secure and prosperous financial future. 💼🌟#WealthLabPodcast #RisingInterestRates #RefinancingTips

See our website for #generaladviceonly statement.

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🎙️ Exciting news! The Wealthlab podcast is back with more expert insights on wealth building and cashflow management. Tune in now and join the conversation! #Wealthlab #podcast #investing #financialfreedom

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Looking to take control of your finances? Join Phil and Scott on The Wealthlab Podcast as they explore the ins and outs of personal finance. In this episode, they delve into the important topic of choosing the right financial planner and what to expect from the process. They also break down the popular debt snowball method, giving you a clear understanding of how it can help you get out of debt faster. Whether you're a seasoned investor or just starting to dip your toes into the world of personal finance, this podcast has something for you. Tune in to The Wealthlab Podcast with Phil and Scott to learn how to build and maintain your wealth over time. #WealthlabPodcast #mindfulspending FinancialWellbeing #PracticalTips #SubscribeNow #LetTheFunBegin!

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Welcome to Episode 25 of the Wealthlab Podcast, hosted by Scott and Phil from Wealthlab! In this episode, we're diving into the topic of mindful spending and uncovering the mystery of how Aussies tend to splurge during the Easter break. Get ready for a fun and insightful conversation that will make you think twice about your spending habits!We'll kick things off by exploring the concept of mindful spending - what it means, why it's important, and how it can help you achieve your financial goals. Scott and Phil will share their own experiences and tips on how to be more intentional with your spending, and how it can positively impact your overall financial well-being.But wait, it's Easter time! And we all know Aussies love to celebrate in style. From chocolate eggs to hot cross buns, we'll delve into why Australians tend to go all out during the Easter break. Scott and Phil will share some interesting facts and insights into the spending trends and traditions around Easter in Australia, including how much Aussies spend on average, the most popular Easter treats, and unique ways to save money while still enjoying the festivities.As always, this episode of the Wealthlab Podcast is packed with engaging discussions, practical tips, and a healthy dose of humor. So grab your favorite Easter treat, sit back, and join Scott and Phil for an entertaining and informative conversation about mindful spending and Aussie Easter spending habits. Don't forget to hit that subscribe button and leave us a comment with your thoughts and experiences on mindful spending and Easter spending. Let's dive in and uncover the secrets of spending mindfully and making the most of the Easter break!Episode Highlights:Exploring the concept of mindful spending and its impact on financial well-beingUncovering the mystery of Aussies' spending habits during the Easter breakInteresting facts and insights into Easter spending trends in AustraliaTips on how to save money while still enjoying the festivitiesEngaging discussions, practical tips, and a healthy dose of humorDon't miss out on this episode of the Wealthlab Podcast, filled with valuable insights and entertaining conversations. Join Scott and Phil as they uncover the secrets of mindful spending and Aussies' Easter spending habits in Episode 25! Subscribe now and let's dive in together! 🐰🥚💰💸😄#WealthlabPodcast #MindfulSpending #EasterSpending #FinancialWellbeing #AussieTraditions #SaveMoney #EasterTreats #FunConversations #PracticalTips #SubscribeNow #LetTheFunBegin! 🎙️🎧🐇🐣🇦🇺💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰

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Welcome to episode 24 of the Wealthlab podcast. In this episode, we dive into the topic of risk in financial planning with our guests Scott Jackson and Phil Sproule from Wealthlab. We explore the different ways we can assess and manage risk in investments and financial planning.We also discuss the importance of diversifying your portfolio and how this can help reduce risk. Scott and Phil share some insights on how they help their clients build diversified portfolios that align with their financial goals.In addition, we touch on a recent letter that some real estate agents have been sending to homeowners, creating fear and encouraging them to sell their homes. We examine the motivations behind this approach and discuss the potential risks and benefits of selling your home based on this type of advice.Overall, this episode is packed with valuable insights and strategies for managing risk and building a financial plan. Tune in to learn more!General advice only: Any advice on this video is general nature only and has not been tailored to your personal objectives, financial situation or needs. Please seek personal advice prior to acting on any information you may consider. To be clear, this video is not to be considered financial advice and has been created for entertainment without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs. https://wealthlab.com.au/policiesanddocuments/

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Are you afraid to spend your retirement money even when you can afford it? Join Scott Jackson and Phil Sproule from WealthLab as they explore the psychology of post-retirement finances in episode 22 of The Professional Series podcast. They'll also expose the dangers of misleading Google ads and encourage mindful spending. Don't miss out!" #PostRetirementFinances #GoogleAds #MindfulSpending #TheProfessionalSeries #wealthlabspodcast
General advice only: Any advice on this video is general nature only and has not been tailored to your personal objectives, financial situation or needs. Please seek personal advice prior to acting on any information you may consider. To be clear, this video is not to be considered financial advice and has been created for entertainment without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs. https://wealthlab.com.au/policiesanddocuments/

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Welcome to the Professional Series, a podcast by Scott Jackson and Phil Sproule from WealthLab. In this episode, we delve into important financial topics that can help you make informed decisions for a better financial future. Firstly, we will be discussing the four important questions you should ask your partner before retiring. Retirement can be a daunting and exciting time, and it's essential to be on the same page as your partner. We will explore some of the crucial topics to consider before making the big decision to retire. Next, we will share our insights on investing a hypothetical 100K from your offset account. Its a common questions and investing can be a great way to grow your wealth, but it's crucial to understand the risks involved and make informed decisions. We will discuss our views and share some tips for those looking to do this around risk profiles. Finally, we will discuss a dodgy Google ad that might appear like a term deposit but is actually advertising something much riskier. Unfortunately, this type of activity is prevalent in the financial industry, and it's essential to be aware of these tactics to protect your hard-earned money. Tune in to this episode of the Professional Series to learn more about these important financial topics and gain valuable insights from Scott Jackson and Phil Sproule from WealthLab.

General advice only: Any advice on this video is general nature only and has not been tailored to your personal objectives, financial situation or needs. Please seek personal advice prior to acting on any information you may consider. To be clear, this video is not to be considered financial advice and has been created for entertainment without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs. https://wealthlab.com.au/policiesanddocuments/

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Join Scott and Phil, two experienced financial planners, as they delve into the world of finance and investment. In this episode of the Financial Planning podcast, they discuss the Kelly Bet Principle, a mathematical formula for optimising the size of your bets in relation to your bankroll. The two experts also review the quality of financial advice in the news, losing money in crypto with a SMSF and clients trying to negotiate their fees. Find out if this is a bad move and maybe what you can do to make sure you're getting the advice for your money with your planner.

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Welcome to the Professional Series, your source for some things finance and investment. Join host Scott Jackson and Senior Financial Planner Phil Spurel as they dive into the world of money management and share their insights on being disciplined, avoiding the gambler's fallacy, and sticking to a well considered investment strategy. In today's episode, we discuss, Scott's hot take on betting and why it maybe silly. We also discuss the asset class distribution chat that Phil runs through, looking at different assets and their annual returns over time. Whether you're a seasoned investor or just starting out, this podcast could provide you with the knowledge and guidance you need to make informed decisions about your future. Tune in for practical tips, engaging discussions, and expert advice on all things finance. Subscribe now and join the journey to financial freedom!

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The question we want to have answered from today's Podcast is this. "How a winning mindset can change our lives."

Description:
Our guest today is Gary Ayres and he is a former Australian rules footballer and senior coach for the VFL team Port Melbourne Football club.

Beginning his AFL career in 1978 Gary played 269 games and kicked 70 goals. He was part of a total of 5 premiership teams – 1983, 1986, 1988, 1989, and 1991. Winning the Norm Smith Medal twice.

Within the VFL Gary is the longest-serving coach in the club's history at Port Melbourne and has coached the team through two premierships and three minor premierships, which included the club's perfect 2011 season, in which the club won all 21 of its premiership matches.

Discussion Points:

In this episode, we discuss Gary's reflections looking back on his career. Points he still believes he is growing and areas we can all look to improve ourselves. It was a fun conversation and a privilege to speak with him. I hope you enjoy as much as I did!

#theprofessionalseries.

Learn more about the PMFC here:
https://www.portmelbournefc.com.au/

Thanks for listening! Please subscribe and if you enjoyed this podcast review it on iTunes. It really helps us out and together allows us to push others on their journey towards building wealth!

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wealthlab.com.au/
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Check out our Financial Service Guide and Privacy Policy here.

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Twitter: @wealthlabAU

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person

The question we want to have answered from today's Podcast is this. "What's the point of Cryptocurrency and should I bother learning more about it?"

Description:
Our guest today is Sarn Elliot from Taupo, NZ. Sarn became known within his community for creating his own radio show when he was 15 years old and the 'pirate radio station' shut down 2 years later.

Sarn runs the Crypto Kiwi Youtube channel & has some strong views on the future of finance. We have invited him to join us today to have input as he represents a young voice and the next generation of minds thinking about their financial future.

The world of Crypto feels a lot like the internet bubble of the early 2000s. Whilst there was huge scepticism at the time, the technology that underpinned the internet runs the globe today. So if you're reading this and unsure. Try and listen to our chat with the least biased lense as possible.

Discussion Points:
In this episode, we discuss Sarn's views on the benefits of crypto for future financial markets. How he advises other clients and his view on the future. Join us for an in-depth chat exploring a young mind who's confident the world will be a better place in the future for finance.

#theprofessionalseries.

You can learn more about Sarn here:
https://www.youtube.com/c/CryptoKiwi/featured

Thanks for listening! We love your support, please subscribe, review, comment and share this episode to help others on their journey towards building more wealth!

Check out more about us here:

wealthlab.com.au/

www.linkedin.com/in/scottgjackson/

Check out our Financial Service Guide and Privacy Policy here.

Follow and like us on socials:
Instagram: @wealthlabAU

Twitter: @wealthlabAU

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person

The question we want to have answered from today's Podcast is this. "What's a private office type financial planner like?"

Description:
Our guest today is Patrick Fogarty from Aucklands The Private Office. Patrick is a highly experienced investment professional based in New Zealand and with a decade of experience in the UK.

Having worked for some of the world’s largest investment management companies, Patrick brings a wealth of knowledge to The Private Office and is passionate about communicating the principles of successful investing. Whilst in the UK Patrick developed skills as a presenter, regularly speaking at large conferences on a range of investment topics such as investing vs speculating. Patrick was born and raised in Christchurch and studied at Otago University.

Discussion Points:

In this episode, we discuss Pat's way of working. How he talks with his clients and his view on investment markets. Join us for an in-depth chat exploring the world of finance and where we can all do better.

#theprofessionalseries.

You can learn more about Patrick here:
https://www.theprivateoffice.co.nz/who-we-are

Thanks for listening! We love your support, please subscribe, review, comment and share this episode to help others on their journey towards building more wealth!

Check out more about us here:

wealthlab.com.au/

www.linkedin.com/in/scottgjackson/

Check out our Financial Service Guide and Privacy Policy here.

Follow and like us on socials:

Instagram: @wealthlabAU

Twitter: @wealthlabAU

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person

The question we want to have answered from today's Podcast is this. "What can we learn from the UK financial planning community?"

Description:
Our guest today is Greg Moss from Eleven.2 He's a Chartered Financial Planner and Fellow of the Personal Financial Society, with 18 years of experience advising clients.

In Greg's words "Personal finance is an undemocratic space. There is a supply and demand imbalance and an asymmetry of information which, historically, the finance industry has taken advantage of. He is passionate about democratising finance through his work for clients, which is all about dealing properly with the 'why invest’ before the 'how’

He has two amazing daughters, Amelia and Rosie and is a mad Aston Villa fan.

Discussion Points:

In this episode, we discuss Greg's way of working. How he talks with his clients and his view on investment markets. Join us for an in-depth chat exploring the world of finance and where we can all do better.

#theprofessionalseries.

You can learn more about Scott Malcolm here:
https://www.eleven-2.uk/#whatwedo

Thanks for listening! We love your support, please subscribe, review, comment and share this episode to help others on their journey towards building more wealth!

Check out more about us here:

wealthlab.com.au/

www.linkedin.com/in/scottgjackson/

Check out our Financial Service Guide and Privacy Policy here.

Follow and like us on socials:

Instagram: @wealthlabAU

Twitter: @wealthlabAU

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person

The questions we want to have answered from today's Podcast is this. "I'm already relatively savvy financially. How can a financial planner help me?"

Description:
Our guest today is Scott Malcolm from Money Mechanics and a good friend of the podcast. He's business has been running for over a decade across Canberra and Melbourne & we love his focus on mindset. His work around the emotions and unpacking the decisions we make towards money.

In this episode, we discuss some things we see wrong and what we can do to help Australians with their money questions. Join us for a light-hearted chat exploring the world of finance and sometimes the silly things we come across in our travels as Financial planners.

#theprofessionalseries.

You can learn more about Scott Malcolm here:
https://www.moneymechanics.com.au/

His podcast:
https://omny.fm/shows/moneymechanics/

Or find him on social media:
https://www.facebook.com/moneymechanics/

Thanks for listening! We love your support, please subscribe, review, comment and share this episode to help others on their journey towards building more wealth!

Check out more about us here:

wealthlab.com.au/

www.linkedin.com/in/scottgjackson/

Check out our Financial Service Guide and Privacy Policy here.

Follow and like us on socials:

Instagram: @wealthlabAU

Twitter: @wealthlabAU

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person

Description

Richard is the Partnerships Manager at Benjamin & Benjamin Insurance Group and we LOVED having him on today. He's been a fantastic connecting for many of our clients and it's great to have sat him down to pick his brains.

The questions we want to have answered are "Do you want to improve your networking, influence or just get in touch with that seemingly impossible person?"

#theprofessionalseries.

Richard is in our view one of the best networkers we have ever come across and we are so lucky to have him sharing his ideas on today's episode.

In it we discuss his view towards building connections, sticking to your word and helping others. This is both an insightful and thought-provoking chat. We loved Richard sharing his stories including him landing a big deal that took 18 months work then it to all slip away in the following year.

Great podcast and make sure you listen to the end!

You can learn more about Richard here:
https://vta.com.au/alliance/benjamin-benjamin/

Or find him on social media:
https://www.linkedin.com/in/cholewick

Thanks for listening! We love your support, please subscribe, review, comment and share this episode to help others on their journey towards building more wealth!

Check out more about us here:

wealthlab.com.au/

www.linkedin.com/in/scottgjackson/

Check out our Financial Service Guide and Privacy Policy here.

Follow and like us on socials:

Instagram: @wealthlabAU

Twitter: @wealthlabAU

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person.

Welcome to the brand-new season of #theprofessionalseries! I'm back with a fully recharged vibe, business and bringing you even more value. Wealthlab was set up in a pandemic and this podcast is a testament to resilience and new ideas.

I meet a lot of amazing people and through the podcast series, my aim is to introduce you to some of their ideas. As well as finding out what makes them tick, we will explore some of their learnings and suggestions that are relevant to professionals wanting to improve your finances and business.

I hope you love the conversations as they are made just for you!

To learn more you can connect with me on LinkedIn here.

And to learn more, book in a meeting!

Why listen to this podcast?

You want to learn more about Whisky and how it relates to the world of investing, tasting and the business of importing spirits? Then we have the episode for you!

Learn more about the whisky process and how to pick a whisky that you actually like and not one that you're TOLD to drink because it's fashionable.
Craig's ideas on investing in whisky bottles.
Non "scotch" whisky drinking and what Craig looks for when he is importing new brands in to Australia for us to enjoy!

Craig thanks so much and we loved your views!

Website: https://www.thewhiskycompany.com.au/
The whisky Craig thinks you should buy and invest in: https://www.thewhiskycompany.com.au/product/1979-port-ellen-40-years-old-9-rogue-casks-islay-single-malt-scotch-whisky-700ml/
Want to talk non-whisky investments - feel free to get in touch with me and talk financial planning: www.wealthlab.com.au

When I needed help - my main man ZANE came rolling in! If you own a business or know a business owner, they need a trademark. It adds value to their business and increases their brand's overall importance. However, it's a pain to set up (but costs less than I expected).

Zane from Trademarks online talks to us via NZ about what you need to do to get your own one and it doesn't' need to be so difficult.

www.trademarksonline.com.au

In this episode, Michel talks to us about how the legal profession can support you or your family if they ever need a lawyer. How being open and honest can help the legal process and that you can negotiate your way forwards.

We loved talking to Michel - she has some terrific stories, a really interesting life journey setting up her own firm and managing a young family and advice on fixing your fee’s upfront!

Like this episode? Don't forget to follow this podcast and hit it with a 5 star reviews on iTunes. You can also keep in touch with Scott Jackson here: https://www.linkedin.com/in/scottgjackson/ And Michel here https://www.linkedin.com/in/michel-margalit-8018652b/

In this episode, Allan Briggs from the Crisis Shield talks to us about how to be protected when things go wrong. In his words, a crisis in all businesses is inevitable, the difference is how we handle them! We loved talking to Allan - he has some terrific stories, really interesting life journey and to top it off - an advice on when NOT to pay a ransom!

Like this episode? Don't forget to follow this podcast and hit it with a 5 star reviews on iTunes. You can also keep in touch with Scott Jackson here: https://www.linkedin.com/in/scottgjackson/

Tom Brown, director at Profusion Group is one of the best in the business. With 11 years of recruitment experience and over 4,000 candidate interviews. Tom has a knack for what works, what doesn't and how to compete and win in your next job interview.

Listen to this episode if you want to get better at interviewing people, pitching yourself for a job or just to hear some horror stories from the front line!

Like this episode? Don't forget to follow this podcast and hit it with a 5 star reviews on iTunes. You can also keep in touch with Scott Jackson here: https://www.linkedin.com/in/scottgjackson/

Matt Hampton speaks with Scott about all things health, fitness and Instagram! Matt debunks the gimmicks and help everybody understand how best to approach training and nutrition in an enjoyable and scientifically proven way. Have fun with today's episode!

Let's discuss what customer amazement is. Scott speaks with renowned New York Times and Wall Street Journal bestselling author, Shep Hyken. Learn from Shep's amazing customer service stories and advice. Jump in on the fun and listen now!

Today, let's hear from the executives at Seaview Consulting - Bob Neill, Director, and David Fotheringham, Principal. In this episode, they share their expertise and skills in business negotiations and provide pro tips on how to succeed with it.

Daniel Myers is the Head of Family Law Department at Rockwell Bates. He's currently studying the science of human behaviour through his Advanced Psychology studies which brings impact on many aspects of his family law practice. In this episode, he shares his valuable insights for people who are going through family changes and provides legal advice on preserving relationships and separation.

Scott Jackson chats with Sean Sequeira, the Chief Investment Officer of Australian Eagle Asset Management and has been with the company for more than 15 years. In this episode, Sean shares his insights on investing and winning in a crowded market by establishing concrete and streamlined dealing systems, processes, and analysis of Australian equities.

Scott Jackson interviews entrepreneurs and experts in their fields! Listen to The Professional Series and learn more about these interesting minds while they share their stories, goals, achievements and insights.