Dr Katherine Hunt is a Growth Authority and Ethical Expert who combines education in Psychology, Law and Economics with two decades of working with businesses and their leaders. She is currently a Core Faculty member at Portfolio Construction Forum, where she shares her insights and expertise on human factors, ethics, and growth strategies with financial professionals and investors. Katherine has a unique authority as an award-winning financial planner, an international doctorate holder, and a published researcher in academic journals. She has also worked as an academic at Griffith University ..read more

From Snoop Dogg to Sting and prize scones to long distance swimmers and now Scott Malcolm!   Ara Jansen has met, interviewed or written about the famous and the rest during her extensive career as a freelance writer and rock journalist. Words, deep blues, swimming pools, books, music and good conversation with interesting people make her deeply happy. Today we turn the tables are Ara interviews me, about cash flow and how to setup your spending plan and framework around this often taboo subject! Resources: https://moneysmart.gov.au/family-and-relationships/relationships-and-money https ..read more

Dr Anna Carr is a coach and facilitator who combines social science analytical frameworks with a deeply personal discovery of how we are BEING in the world and who we become in the workplace. Anna’s academic curiosity has led her to delve deeply into the philosophy of science, ideas and relationships and how people relate to themselves and each other in expressing their preferred futures. The more she looked – and applied herself to original and authentic inquiry – the more she discovered about fulfilling her own and others’ potential. She now works with people who forward the public interest ..read more

After only hearing about the good things going on with property I bought my first investment at the age of 22 ?? It was a huge milestone that I'd been working towards for many years but I was naive and uneducated ? in this space which led to a massive missed opportunity ? Over the subsequent years I built a successful career in recruitment but knew I wanted a way out at some point. To allow me to pivot into something else I knew investing was an avenue to provide me the ability. Even though I'd bought a dud ?? as a novice investor I was able to turn it all around ↩️ with the help of buyers ag ..read more

Danielle is passionate about helping female entrepreneurs to go from being overwhelmed & stressed with finances in a mess, to mastering business profitability, building wealth, and enhancing wellbeing. Danielle focus on the four pillars of success – mindset, profit, wealth strategies, and enhancing wellbeing.   Connect with Danielle here: https://www.moneywellbeing.com.au/about/ https://www.instagram.com/money.wellbeing/ https://www.facebook.com/money.wellbeing/   Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help em ..read more

With extensive experience in accounting and plan management, Jane Hadrill founded Prudent Plan Management with the collective vision of acting with care and thought for the future.  Jane leads a warm, client focused business, ensuring that participants and providers feel welcome and informed. Kirsten Merlino has been working with NDIS participants and providing plan management assistance since 2016.  Kirsten is passionate about assisting participants to exercise their right to choice and control of how they use their NDIS funding, as well as making sure that there is a consistent app ..read more

ESG investment refers to the practice of considering environmental, social, and governance factors in the investment decision-making process to generate sustainable and responsible returns.  It was great to connect with Angela Ashton from Evergreen Consultants to discuss building portfolio with this lens but also some of the current challenges in the market. Angela founded Evergreen in 2016 and is ultimately responsible for all investment activities at Evergreen.  Angela has 30 years’ experience in investment markets. She has held senior investment roles at QIC, was Head of Ratings a ..read more

Rosie Bouton is a Financial Adviser who has expertise in Social Security & Aged Care rules & legislation, developed during her career with the Department of Human Services Centrelink over more than ten years, assisting clients in areas such as Financial Information Service, Residential Aged Care, Carer Payment, Aged Pension and Disability Support Pension. Rosie enjoys sharing my knowledge with others, and empowering people to make informed financial decisions.  With a Graduate Certificate in Financial Planning from Griffith University, and as an Accredited Aged Care Professional w ..read more

With over a decade’s experience in Canberra's Real Estate Industry, Emma is passionate to provide down to earth, professional service. This is achieved by combining her genuine passion for the job & an adaptive mentality to a changing market. Canberra is growing, technology is advancing & the supply of excellent service needs to move with this. Emma believes that whether you're a landlord or a tenant, you should have access to knowledgeable, approachable & friendly service. Your investment doesn't need to be the start line of stress and uncertainty. Your property can be the instiga ..read more

Marie van Asch is a Business Development Manager at Futurity Investment Group which specialises in Education Bonds. Marie has over 12 years’ experience in the Financial Services industry having previously worked in the Life Insurance sector for 8 of those years.   Marie holds a Bachelor of Business majoring in Accounting and a Diploma in Financial Planning and was a finalist in the Women In Finance Awards for Business Development Professional of the Year in 2021.   Marie is passionate about learning and helping other professionals achieve career and business success. She has seen man ..read more