Discover
Money Matters
27 Episodes
Reverse
In this episode, PJ Patterson breaks down smart, actionable ways to help clients make the most of their superannuation before the end of the financial year. From concessional and non-concessional contributions to property strategies within SMSFs, this practical session is packed with tips brokers and advisors can use immediately.
Uncover the hidden risks of property development schemes and the red flags you should be aware of. This video highlights common tactics used in fraudulent schemes and offers practical advice on how to protect yourself. Learn how to spot potential scams and make informed decisions in property development.
Discover the risks of coerced directorships and how they can negatively impact your career and business. Learn the signs of financial coercion and steps to protect yourself from being trapped in such situations. Get valuable insights on navigating business deals without falling into coercive leadership roles.
Exposing the hidden risks of business fraud, this video highlights common schemes that can harm your company. It provides practical tips on identifying potential fraud and taking proactive steps to protect your business. Learn effective strategies for safeguarding your business from fraudulent activities.
This video explores the concept of financial coercion in business and lending, shedding light on the manipulative tactics some lenders and businesses use. It discusses how these practices can impact individuals and businesses, emphasizing the need for awareness and protection. Watch to understand how to identify and avoid financial coercion in your own business dealings.
This episode features Melissa Cuturich discussing financial coercion, how it impacts women, and ways to regain financial independence. Learn practical steps to recognize warning signs and take control of your financial future.
Learn why not having a death nomination in your superannuation can create significant financial issues for your beneficiaries.
Thinking about Refinancing? This episode explores key insights and considerations for Australians looking to refinance their home loans.
Debt recycling is a strategy that aims to help you pay off your non-deductible debt (eg your home loan) as quickly as possible, while also building up your wealth in a tax-effective way over the longer term. It involves replacing or ‘recycling’ the debt in your family home with tax-deductible debt from investments.
The world runs on energy. Without it, lights don’t shine, motors don’t rev, and ovens don’t warm. Largely fueling these outlets are resources, such as coal, crude oil and other fossil fuels. But these resources are finite, not to mention costly, both in terms of expenses as well as environmental standards.
Setting short-term, midterm, and long-term financial goals is an important step toward becoming financially secure.
Investing your money may be one of the most effective ways to help you build long-term wealth. While it can seem overwhelming at times, given the breadth of options available, the truth is you don't need to be a financial expert to be successful at it.
How will your kids be able to afford to buy a property? And what can (should) you do to help them?
How can investors navigate volatile markets while also keeping an even keel?
Even if your investments are growing in value, inflation is still reducing that value on the back end. Let's discuss how to prepare your portfolio for inflation.
Everywhere I turn in the investment world, someone is asking about the merits of long-term investing. Does it work? Did it ever? Let's discuss.
If you’ve recently had a home loan approved or are already some way into your repayments, you may be thinking about how you can pay it off sooner rather than later.
Gearing simply means borrowing to invest and, if managed carefully, can be a way to magnify your investment returns.
Cash flow management is an important tool when growing your company. When done right cash flow can lead to a huge success.
Moving all your super into one account (known as ‘consolidating your super’) might be able to help you save on fees and make managing your super easier.





