What is a Family Office and Why It Works
Listen to Wealth Coffee Chats Podcast Now
What if you could get the benefits of a high-net-worth family office—without the seven-figure price tag? In today’s Wealth Coffee Chat, Daniel McPherson from Positive Tax breaks down how everyday Aussies can replicate the power of a cohesive professional team. Learn why aligning your planner, broker, accountant and strategist can unlock smarter wealth creation, reduce costly mistakes, and fast-track your property investing goals. Tune in for real-world examples, practical tips, and the mindset shift that could change your financial future. Let’s Wealth Coffee Chat!
🎥Chapters:
00:00 – Intro
02:36 – Why Your Six-Star Team Matters for Wealth Creation
04:48 – What is a Family Office and Why It Works
06:45 – How to Build Your Own Version of a Family Office
09:52 – Real Examples: Development Projects, Estate Planning & Generational Wealth
13:25 – Choosing the Right Professionals: Credentials, Compatibility & Trust
15:35 – How Tech & Education Empower Better Financial Outcomes
17:25 – Final Thoughts & Weekly Wrap-Up
Discover the latest and most effective investing strategies in Australia by joining our upcoming FREE Webinar! ➡️ https://positivere.events/learn-to-invest
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Lakers, Land & Leaving Work Early: Big Money Lessons Before EOFY
In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!
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In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!
Car Tax Deductions: What the ATO Will—and Won’t—Let You Claim
In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!
What’s Smarter For Your Portfolio?
In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!
EOFY Super Tips: Maximise Deductions & Get a 50% Return
In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!
New Property Management Model: Strategy Over Stress
In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!
How to Stay Off the ATO’s Radar: 3 Steps to Avoid Audits
In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!
Equities Outlook 2025: Why Global Diversification Matters Now More Than Ever
In this Finance Friday from the Property Summit 2025, we unpack global equity trends across the US, Europe, Asia, and Australia. Learn how markets have moved over 2 months, 6 months, and 5 years—and how to use this insight to strengthen your investment strategy.
The $13 Mistake Costing Landlords $25,000 — Are You Hiring the Wrong Property Manager?
Is your property manager really protecting your investment—or just saving you a few dollars? Cass Schost exposes the risks of choosing agents based on fees alone and shares the questions every landlord should ask to avoid costly mistakes and maximise long-term returns.
Div 293 Tax Explained: What Property Investors Need to Know Before EOFY
Anthony Wolfenden breaks down Division 293 tax and how it affects high-income earners—especially investors making super contributions after selling property. Learn why CGT can trigger an extra 15% tax and how to structure your super strategy before June 30.