It's not just numbers: Recent Episodes
Adam Renouf
A chat this with with Sam Gibbons.
Attitude is everything, you can either have a victim mentality or reset and refocus on the next stage in life.
Sam was signed to a professional baseball contract as a young man:
- Was later released
- Came home and started an adult apprenticeship
- Finished his apprenticeship
- Changed employers
- Started his own business
- and now is starting a family
So quite a lot in a short amount of time, its really interesting to hear the difference in moving on, re setting his plans and succeeding.
I hope you enjoy this chat as much as I did.
Happy New year and welcome back to 2023.
This week I speak to Jarryd Wood, a young man from Geelong, who is quite possibly living the (his) dream.
Woody is current studying (at an outstanding school) and playing baseball in one of the toughest baseball competitions in the college world.
We have a chat about a day in his life, we also discuss the principles that has got him to this point of his journey, and his drive which I am sure will provide him success in whatever endeavour he chooses.
The principles are the principles....sport, life, work......
I hope you enjoy this as much as I did.
I catch up in this Episode with Ron Prasad.
Ronny is quite possibly the kindest person on the planet. He is a counsellor, advocate, animal activist, trainer, coach and mentor.
He is just a great person to be around.
Please have a listen, support his cause where you can, and if you need help or assistance please see guidance.
Beyond Blue 1300 22 4636
Lifeline 13 11 14
An interesting chat today with Devin O’Keefe Manager – Adviser Relationships (VIC & TAS) for Australian Ethical.
Most people who listen regularly know we have a strong belief in ESG and ESG funds. I hope you find this interesting.
Information discussed in this podcast provides you with general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider its appropriateness to your circumstances and read the Financial Services Guide, the Product Disclosure Statement and Target Market Determination relevant to the product which is available on our website. You should consider seeking advice from an authorised financial adviser before making an investment decision. Past performance is not a reliable indicator of future performance.
SEASON 3, EPISODE 1.
A chat today with Peter Bell from Bellmont Securities.
Peter is a co-founder and director of Bellmont Securities. He holds a Bachelor of Commerce (Economics & Finance) from the University of Wollongong, graduating with Distinction.
A passionate value investor, Peter is responsible for Bellmont’s Buffett- style value investing portfolio - the Bellmont Classic Value Portfolio, as well as the ‘satellite’ portion of the Bellmont Consolidated Equities Portfolio. He also consults to a number of high net worth, sophisticated investors, and helps run Australia’s largest high net worth value investors network, with over 400 members around the country that collectively control well in excess of $1b in Australian equities. Peter is an experienced presenter who has spoken at a number of industry events, as well as contributing content for industry publications.
I hope you enjoy.
This week I chat with Michael Watson, DIRECTOR, HEAD OF DISTRIBUTION APAC, from Latrobe Financial.
A very interesting conversation about the market and the different product offerings of Latrobe Financial.
I hope you enjoy, have a great week.
After the AFL GF long weekend, please find a chat from Steve Maynes (Director Cumulus Financial Group and Mayneline Financial) about a variety of things.
Some historical comparisons, interest rates and property market just to name a few.
There is a fair bit to unpack.
Enjoy your week.
This week we chat to Damon Gosen, Director of Business Development at Van Eck.
An interesting perspective when we look at the current rate pressure in the market. There are so many different opinions in relation to rates, the property market and levels of exposure.
I hope you enjoy Damon's chat.
This week we have a chat to Jesse Rankine, Director at Wightons Lawyers about Estate Planning. This is a complex and often challenging area for families to discuss and implement effectively.
Jesse is an accredited Wills and Estates specialist. As such, he is proficient in estate planning, probate and estate administration, and also various forms of estate litigation such as Will caveat matters and Testator Family Maintenance claims (“Part IV” claims). In relation to estate litigation, Jesse acts for both Plaintiffs and Defendants and has instructed Counsel at trials in both Supreme Court and County Court jurisdictions.
If you would like any further Estate Planning or other legal advice, please contact Jesse Ph: (03) 5226 4106 or email: JesseR@wightons.com.au
Have a great week.
This week I have a chat with one of the strongest women I know.
The topic, is around the death of a spouse.
Hopefully, this can provide some valuable insights to anybody else who is going through similar circumstances. Those who have walked the walk certainly have a different perspective on life.
Thanks Molly.
This week we have a really interesting chat to Dan Brady CEO of MA Financial Group Hotel Management, and talk about the opportunity to invest into pubs....
I hope you enjoy.
Redcape Hotel Group Management Ltd ACN 610 990 004 (AFSL 505932) (Responsible Entity) is the responsible entity of the Redcape Hotel Group (which comprises the stapled trusts being the Redcape Hotel Trust I ARSN 629 354 614 and Redcape Hotel Trust II ARSN 629 354 696) (Fund) and the issuer of the units in the Fund. The information contained in this recording is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making any investment decision you should consider obtaining professional investment advice that takes into account your personal circumstances and should read the current product disclosure statement (PDS) of the Fund. The PDS for the Fund is available at https://mafinancial.com/asset-management/retail-funds/redcape-hotel-group/. Neither the Responsible Entity nor any member of the MA Financial Group Limited guarantees repayment of capital or any particular rate of return from the Fund. All opinions and estimates included in this recording constitute judgments of the Responsible Entity as at the date of this recording and are subject to change without notice. Past performance is not a reliable indicator of future performance. *The value or return of an investment will fluctuate and an investor may lose some or all of their investment. Whilst the Responsible Entity believes the information contained in this recording is based on reliable information, no warranty is given to its accuracy and persons relying on this information do so at their own risk. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on the information in this recording. Statements contained in this recording that are not historical facts are based on expectations, estimates, projections, opinions and beliefs of the Responsible Entity as at the date of this recording. Such statements involve known and unknown risks, uncertainties and other factors, and should not be relied upon in making an investment decision. These views may not necessarily reflect the views of any other entity in the MA Financial Group Limited. Any references in this recording to targeted or projected returns of the Fund are targets only and may not be achieved. Investment in the Fund is subject to risk including possible delays in payment or loss of income and principal invested. This information is intended for recipients in Australia only.
The Target Market Determination for units in the Fund is available free of charge at the following webpage: https://mafinancial.com/asset-management/retail-funds/redcape-hotel-group/fund-documents/target-market-determination/*.
I catch up this week with a good friend, who has just been through the redundancy cycle.
We have a general chat about the process, and some considerations to work through.
Thanks Rusty for your honesty and openness.
I hope you enjoy.
A chat this weekly with Steve Maynes from Mayneline Financial.
Steve is a business partner of mine, a financial advisor and a cattle farmer.
We discuss as part of our YouTube weekly wrap up, some of the implications of the current foot and mouth outbreak.
A chat this week with Phil Proctor from Proctor Accounting.
Tax time tips, its pretty self explanatory, but so many people get scared or confused when it comes down to tax.
Some great insights from Phil about general tax advice, please speak to your specialist about your own circumstances, or contact Phil to discuss.
Have a great week.
Season 2, Episode 1.
I discuss this week a bit around opportunities, considerations and things to think about due to recent market turmoil.
My guest is Damon Gosen, Director of Business Development at Van Eck. We will be catching up on a semi regular basis.
I hope you enjoy.
A chat with a mate, John Dempster, who with his wife and one of my business partners, Jenny, is planning on retiring to Bali.
Yes there are always considerations around healthcare, accommodation, visas, work....but there is also considerations about lifestyle in retirement.
For years many people in the USA have used Mexico, Guatemala, Panama etc as similar retirement destinations. Now Australians are starting to consider SE Asia as genuine retirement destinations.
I hope it creates some questions, enjoy.
A chat today with Kevin Bertoli (Co Portfolio manager at PM Capital).
Very inciteful and informative conversation, also highlights how the PM Capital perspective may be different to their peers.
I hope you find it interesting.
The PM Capital Global Companies Fund (ARSN 092 434 618) (the Fund) is issued by PM Capital Limited (ABN 69 083 644 731, AFSL No. 230222) (PM Capital) in Australia and New Zealand only. This recording does not contain and should not be taken as containing any financial product advice or financial product recommendations. The recording does not take into consideration the objectives, financial situation or needs of any recipient. Before making any decision relating to the Fund, you should obtain and read a copy of the product disclosure statement and target market determination available at www.pmcapital.com.au, obtain financial advice, and consider the appropriateness of the Fund to your personal objectives, financial situation and needs. All investments carry risk, and the repayment of capital and performance in the Fund is not guaranteed. Past performance is not a reliable indicator of future performance. The content in this recording does not provide, and should not be relied on for accounting, legal or tax advice.
Opinions, estimates and projections contained in this recording reflect the opinions of the speaker as at the date of initial issue and are subject to change without notice. “Forward-looking” information, such as forecasts or projections, are not guarantees of any future performance and there is no assurance that any forecast or projection, or will be realised. All references to securities, sectors, regions and/or countries are made for illustrative purposes only and are not to be construed as recommendations.
A chat this week, with a long time friend and colleague David Woolfall from Woolfall and Stone, about many things property and property management related.
https://www.woolfallstone.com.au
Dave has decades of property experience and has a different perspective about the how, where, when and why....this is why he runs such a good business.
I hope you enjoy.
Educator – Speaker – Coach – Mentor – Author - Parent.......and a ripping bloke to match.
A chat with Andy McNeilly, about many things, trying to unravel the world we live in.
Cashless Kids and communication is probably the main take away.
But, have a listen, you will come away feeling better about yourself, Andy is a ripper!
I hope you enjoy this as much as I did.
An interesting chat with Claire Smith from Schroders, discussing Schroders Specialist Private Equity.
For anyone looking at returns in a market where it is hard to get yield, this is an interesting conversation.
A little more tech speak than normal.
I hope you find it interesting.
“Interests in the Schroder Specialist Private Equity Fund (ARSN 131 418 025) (the Fund) are issued by Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473) (Schroders). This recording does not contain and should not be taken as containing any financial product advice or financial product recommendations. The recording does not take into consideration any recipient’s objectives, financial situation or needs. Before making any decision relating to the Fund, you should obtain and read a copy of the product disclosure statement and target market determination available at www.schroders.com.au for that fund and consider the appropriateness of the Fund to your objectives, financial situation and needs. All investments carry risk, and the repayment of capital and performance in the Fund is not guaranteed by Schroders or any company in the Schroders Group. The content contained in this recording is not intended to provide, and should not be relied on for accounting, legal or tax advice.
Opinions, estimates and projections contained in this recording reflect the opinions of the speaker as at the date of initial issue and are subject to change without notice. “Forward-looking” information, such as forecasts or projections, are not guarantees of any future performance and there is no assurance that any forecast or projection will be realised. Past performance is not a reliable indicator of future performance. All references to securities, sectors, regions and/or countries are made for illustrative purposes only and are not to be construed as recommendations to buy, sell or hold.”
A chat with a Millennial, who just happens to be my son and an advisor in my practice. (James Renouf, aka Boof)
Talking a bit of 'Tech Stock', there is a lot of noise in the market about BOOM , BUST and SPECULATION.
It's just our thoughts, so get your own advice before you make any decisions.
Enjoy!
With petrol prices reaching record levels at the pump, people are discussing alternative options.
So is Hydrogen an alternative?
Is it the new black?
Either way an interesting conversation with Ganesh from ETFS.
I hope you enjoy.
its not just numbers....but some numbers are important!
An interesting chat with Matt and Mel from Australian Unity.
How do we get yield in an ever tightening market?
So property is not all property....right?
This and many other things, I hope you enjoy.
Remember, this is general advice, please see your specialist to get specific advice about this or any other product.
A discussion with James Stewart from Ausbil regarding Tech, Battery Tech, Mineral Sands, EV and many other things.
James' knowledge is fantastic and his ability for 'non tech speak' makes it a really easy conversation.
I hope this one is thought provoking.
Please like and share.
A serious, funny, diverse discussion with one of Australia's if not the world's most pre-eminent (my opinion, after all its my podcast) horse trainers, coaches and human beings.
Discussing what many think is a hands on business, investigating business change and the delivery of your message.
We didn't go off track too many times.
I could have kept this one going for a lot longer.
I hope you enjoy.
An interesting chat about FOOD, environmental and inflation implications in an ever increasingly complicated world.
Hopefully, it creates some discussion in your household.
A discussion with Jennifer Renouf (my wife) on the virtues of the Australian Brumby.
From feral to Fabulous, yep its biased I know, but the transformation is amazing.
I hope you enjoy the content, I hope it provokes some questions and provides a different perspective.
Enjoy..
A discussion with Adam Renouf and Damon Gosen (Director - Business Development, Van Eck) about investing in Environmental, Social, Governance.
Some considerations, facts and a brief overview of ASX:ESGI.
A discussion with a financial advisor and farmer about some headwinds, opportunities and consideration around sustainability and farming.
This will lead further into discussions in the coming weeks around Environmental and Social Governance.