Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar meets with Dr Renée Baker of RBI Group. The fabulous Dr Renée is an Entrepreneur, TEDx Speaker, Board Director and Professor.  Renee’s passion and practical experience in wealth management and fostering financial literacy.  She has 3 decades in financial services and has been at the forefront of leading change and championing initiatives that enhance representation and catalyze business growth for financial advisers. Renée also serves as an adjunct professor and the University of S ..read more

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar meets with Afsha Butt & Uzair Ahmed here to discuss investing in the future. Afsha is the Founder & CEO of WealthVerse Inc, Canada and helps professionals and business owners plan their wealth.  Afsha is based in Toronto and has built a team of partners and advisers into a trailblazing financial technology company.  She also serves as a Coach for JDC West, for the largest business competition in Western Canada where her team won first place at the annual competition. Uzair ..read more

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.  Amanda Cassar meets with Chris Joye here, Founder of Coolabah Capital.  Chris has been selected as one of FE fundinfo’s Top 10 “Alpha Managers” based on his risk-adjusted performance throughout his career. He has previously worked for Goldman Sachs in London and Syndey, the Reserve Bank of Australia and founded the award-winning research investment group, Rismark.  He regularly advised governments, developing unique policy proposals.   We discuss what fixed interest portfolios are all ..read more

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.  Amanda Cassar here meets with Grant Hackett OAM, an Australian swimmer, most famous for winning the men’s 1500 metres freestyle at the 2000 and 2004 Summer Olympics.  Grant’s longest career, however, has been in financial services, most recently as the CEO of Generation Life.  And today, we’re talking about Investment Bonds, Child Bonds and Funeral Bonds.  Generation Life are one of Australia’s leading specialists in tax effective investment solutions with over $2.5billion invested.&n ..read more

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.  Amanda Cassar here meets the author of 4 Amazon best-sellers and a two-time TED talk speaker with nearly 6 million views – Adam Carroll.  Adam is the creator of Broke, Busted & Disgusted, a documentary on finances that has aired on CNBC.  Adam is also a professional speaker and the founder of the Shred Method, a cash flow management tool that is creating freedom for families everywhere.  Adam is passionate about helping people create financial freedom through unconventional financ ..read more

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.  Amanda Cassar here meets the best-selling author of ‘The Gen Z Money Manual: Mastering Our New Economy,’ Mark Bolton.  Mark is a veteran of the banking and consulting industries, having held senior positions with PWC, Goldman Sachs, Credit Suisse and Barclays, among others.  Mark specialises in reaching Gen Z (those born post 1997) and provides books, tools and templates to coach and support the Gen Z journey into adulthood, whilst reducing the risk of financial missteps along the way.&nbs ..read more

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.  Amanda Cassar here meets Head of Adviser Distribution of Allan Gray Australia, South African born LJ Collyer.  LJ has a strong background in financial services and holds an MBA focused on Private Equity, Securities analysis, and international financial market from the University of Cape Town.  We discuss the philosophy of Allan Gray to take a contrarian approach, apply it consistently and invest for the long term.  We break down exactly what contrarian investing is and how patience, d ..read more

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets the Growth Architect herself, Beata Chelette.  Beate helps visionaries and leaders with proven strategies, blueprints and growth maps that provide clear steps to improve business systems.   A first-generation immigrant who found herself $135,000 in debt as a single parent Beate bootstrapped her passion for photography into a global business that licensed content into 79 countries. She exited in a multimillion-dollar deal when she sold the company to Bill Gates.  &nb ..read more

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets Betashares Senior investment Strategist, Cameron Gleeson.  Cameron’s responsibilities span supporting all distribution channels and working alongside the portfolio management team.  Cameron holds a Bachelor of Commerce from the University of WA and a Master of Commerce (Hons) from Uni of NSW. Betashares serves thousands of advisers and over 900,000 investments.  They currently manage over $28Bn in assets across the broadest range of ETFs on the market. Betashares ha ..read more

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets the executive coach for CEO’s Aasha T. LaCount.  Aasha breaks down how our emotional and energetic intelligence can’t be ignored when it comes to money and how our thoughts can impact how we invest, create wealth, and succeed. We will do a deep dive into what some may consider a little ‘woo-woo’ when it comes to money and see if the results can be real. We’re enjoying Meeting the Experts in Season 3 and hope you enjoyed meeting Aasha. We trust you’ve gained lots of insights a ..read more