Latest Episodes
Why Brokers Ask for So Many Docs (And Why It’s a Good Thing)
Listen to Wealth Coffee Chats Podcast Now In this Wealth Coffee Chat, we unpack the real reason behind all those documents your broker requests. From boosting your borrowing power to meeting ASIC compliance, Cang from the finance team breaks down how providing more information helps you get the best loan outcome. Whether you're PAYG or self-employed, this episode clarifies how brokers turn...
Latest Episodes
Bought Off-the-Plan? Here’s What You Must Do Before Settlement
Positive Money brokers Damien Hauser and Sarah Shome share expert tips for off-the-plan buyers. Learn how to manage borrowing power, equity, and life changes to ensure a smooth settlement. Discover why staying in touch with your broker is critical post-purchase.
How Alternative Assets Like Gold & Bitcoin Could Supercharge Your Portfolio!
In this final episode of the asset allocation series, Alex unpacks the role of alternative investments like gold, crypto, and private equity. Learn how these misunderstood assets can boost diversification across personal portfolios, retail super, and SMSFs.
Are Your Investment Properties Compliant? Audit Results Revealed
Cass Shostak breaks down key findings from 11,500+ rental audits across Victoria. Discover the most common compliance failures, why they matter, and how landlords can use the Minimum Standards Checklist to stay compliant and avoid costly penalties.
Last-Minute Tax Moves to Save You Thousands Before June 30
In this Tax Tuesday episode, we reveal actionable strategies to cut your tax bill before June 30. From instant asset write-offs to super contributions and depreciation tips, get the guidance you need to boost deductions and save more this financial year.
How to Save $61K on Your Home Loan by Doing This One Thing
A small repayment change could save you thousands. This episode explores why banks don’t lower your repayments automatically, how to stay ahead with smarter budgeting, and what brokers really look at when calculating borrowing power.
Why Shares Are the Most Active and Emotional Asset in Your Portfolio
One in five investors sell within a year—don’t be one of them. Cass Sjostedt reveals why early exits can hurt your long-term gains and how rental trends, strategic planning, and education can keep you on the path to lasting wealth.
Why 22% of Property Investors Sell in 12 Months – Don’t Be One of Them!
One in five investors sell within a year—don’t be one of them. Cass Sjostedt reveals why early exits can hurt your long-term gains and how rental trends, strategic planning, and education can keep you on the path to lasting wealth.
Should You Invest Your Super in Property or Crypto? The Truth About SMSFs Revealed
Property, shares, or crypto inside your SMSF? We unpack the advantages, risks, and key strategies to structure your Super for growth. Learn how loan management, cost control, and diversification can transform your retirement outcomes.
Unlock Equity & Use Rate Cuts to Buy Your Next Investment Property
With interest rates dropping, it’s time to act. This episode walks you through reviewing your loan, accessing equity, and estimating borrowing power—plus expert tips to help you negotiate better with lenders and seize your next property opportunity.
Property in Your Portfolio: Why It’s Underused in Super But Overlooked in Planning
Property is Australia’s largest asset class—but often overlooked in super. Alex explores how real estate fits into a balanced portfolio, the trade-offs with liquidity, and what smart investors should consider for long-term retirement outcomes.
How to Earn $170 More Rent Per Week Without Changing Suburbs
In this episode, Cass and Dean reveal how one investor used smart upgrades to charge $170 more than market rent. Discover practical strategies to increase cash flow, reduce vacancy, and attract high-quality tenants in high-demand areas like Pallara.
Backyard Developments: Big Profits or Tax Disaster? What Every Investor Must Know
Subdividing or building at the back of your property? Daniel McPherson breaks down the often-overlooked risks—from GST surprises to losing key tax exemptions—and how to plan smarter before you develop.