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Join us for the TIP Wealth Builder weekly podcast where we bring you insights, strategies and stories to help you compound your wealth and knowledge. Whether you are a seasoned investor, or just starting out on your wealth building journey, this podcast is designed to inspire, educate and empower you.
43 Episodes
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Markets are meant to reflect company fundamentals, but what if prices are increasingly being driven by something else? In this episode of Wealthy & Wise, we hear how the rise of structural forces like passive investing, index funds and algorithmic trading are shaping and sometimes distorting the market. We hear from Teaminvest's Andrew Coleman, Mark LaMonica from Morningstar, and Angus Geddes from Fat Prophets. Andrew Coleman says passive investing has been both an evolution and a distort...
In this episode of Wealthy and Wise, Nadine is joined by Andrew Coleman from Team Invest and Ryan Joyce from Magellan to unpack one of the biggest themes in investing right now: megatrends. From artificial intelligence and electrification to ageing populations and digital transformation, megatrends can reshape industries and create enormous long-term growth. But they can also tempt investors to overpay for exciting stories. This episode explores how value investors can think clearly about pow...
In this episode, we once again showcase Wealthy + Wi$e, our collaboration with ausbiz. We look at whether you really can pick "unicorns". The challenge is that unicorns are only obvious in hindsight, but dogs are easier to identify early. A unicorn is a company that gives extraordinary long term returns, but you usually only realise it's a unicorn down the track. But dogs are easier to spot. The warning signs include companies that have never made a profit, shrinking earnings, too much debt, ...
In this episode of Wealthy & Wise, the team takes a look at reporting season through the lens of a value investor. We hear from Teaminvest's Howard Coleman and Sanjee Narendran. And The Motley Fool's Scott Phillips gives his take on reporting season winners and losers. The Teaminvest approach to reporting season is to focus on a narrow list. Rather than tracking thousands of companies, they focus on 30 to 50 businesses they understand deeply. They chose price over panic by using volatilit...
Diversification is one of investing's most repeated mantras, but are you doing it right? In this episode of Wealthy & Wise, we sit down with Andrew Coleman from Teaminvest, David Sokulsky from Carrara Capital, and Rob Gilmore from Wealth Simplicity to cut through the theory and get practical on one of investing's most misunderstood concepts. From Markowitz's 1950s mean-variance framework to real-world portfolio construction, the panel unpacks the difference between market risk and company...
Volatility is one of the most misunderstood concepts in investing. It’s often treated as synonymous with risk... but is that really true? In Episode 3 of Wealthy & Wise, we unpack what volatility actually measures, why markets react so sharply to deviations from expectations, and whether price swings always signal danger. From an academic lens, we explore how volatility is calculated, why finance theory treats upside and downside surprises the same way, and how incentives — from executiv...
Interest rates shape every investment decision, yet their impact on companies is often misunderstood. In this episode of Wealthy + Wise, ausbiz's Nadine Blayney is joined by William Buck chief economist Besa Deda and Teaminvest’s Andrew Coleman to unpack what a rising-rate environment really means for investors. The program begins with the macro picture. Besa explains the outlook for interest rates, how higher borrowing costs are flowing through to consumer and business confidence, and what t...
Wealthy + Wise is a new program designed for investors who want to think more clearly about markets, not react more quickly to them. Built around Teaminvest’s disciplined approach to value investing, the series steps away from hot tips and daily noise to focus on something far more useful: how to understand businesses and make rational, long-term decisions. Each episode breaks down what “value” really means. We explore the difference between price and value, investing and trading, and why th...
Ever wondered what really happens at an Annual General Meeting (AGM) and why it matters for your investments? In this episode, Steve Mabb, Chair of the Australian Shareholders Association and Teaminvest member, unpacks how AGMs are more than a formality — they’re a window into management quality, governance, and alignment with shareholders. He explains how value investors can use AGMs to ask better questions, read between the lines, and identify early warning signs that don’t always show up ...
Index funds, ETFs, superannuation flows, and AI-driven trading are now dominating global markets — but at what cost? In this episode, CEO Andrew Coleman unpacks how passive investing, algorithmic trading, and regulatory incentives are reshaping market behaviour. As capital increasingly flows into indexes regardless of valuation, markets are becoming more volatile, more concentrated, and more prone to bubbles — creating risks for uninformed investors and opportunities for disciplined, active...
In Episode 3 of our Emerging Wealth Winners Series, Kylie Merritt interviews Rahul Guha, CEO of Fiducian, to explore the company’s unique integrated model, scalable growth, and focus on quality advice. Plus, Andrew Coleman and Kylie discuss Kina Bank’s remarkable results in PNG, sharing highlights from CEO Ivan Vidovich’s presentation on driving double-digit returns, low leverage, and digital innovation in a challenging market. This episode is part of the TIP Group partnership with Ausbiz a...
In Episode 2 of our Emerging Wealth Winners Series, Kylie Merritt from Ausbiz interviews Michael Eadie (CFO, Credit Corp) and AWAG directors Lee IaFrate and Mark Stephen. Learn how Credit Corp’s US expansion is fueling growth and how AWAG is driving major industry consolidation through activist investing. This episode is part of the TIP Group partnership with Ausbiz, presented at the Emerging Wealth Winners Conference in October. Key Topics: Credit Corp’s US business and market dynamicsManag...
In Episode 1 of our Emerging Wealth Winners Series, produced in partnership with Ausbiz, we dive into two ASX‑listed companies that are quietly compounding value: Solvar Group (ASX: SVR) and Mader Group (ASX: MAD). What you'll learn in this episode: Solvar Group (secured automotive finance) - Managing Director Scott Baldwin joins Ausbiz’s Kylie Merritt to unpack: How Solvar operates in a $55 billion Australian asset finance market while focusing on underserved borrowers with non-...
Is your “diversified” portfolio actually holding you back? In this episode of the Teaminvest Wealth Builders Podcast, Kerry Fleming is joined by CEO Andrew Corman and Head of Funds Management & Education Sanjee Narendran to revisit the concept of diworsification — Warren Buffett’s term for over-diversifying to the point where you dilute your returns and cap your upside. They unpack the gap between academic risk theory and real-world risk, explain why volatility is not the same as the risk...
Dividends may not grab headlines — but for patient, disciplined value investors, they can do extraordinary work over time, becoming one of the most powerful drivers of long-term wealth. In this episode, Kerry Fleming breaks down how value investors use dividends, reinvestment, and compounding to steadily grow returns over time. Rather than chasing short-term price movements, this discussion focuses on owning quality businesses, reinvesting cash flows, and letting time do the heavy lifting. ...
Return on equity (ROE) is one of the most popular metrics in investing — and one of the easiest to misuse. In this episode, we break down how disciplined, long-term value investors actually use ROE to assess business quality, capital allocation, and sustainable returns. You’ll learn why headline ROE numbers can be misleading, how debt and financial engineering can inflate results, and what really matters when evaluating long-term profitability. Using real-world examples, including Qantas, w...
Have you planned what happens to your self-managed super fund (SMSF) when you’re gone? In this episode, SMSF specialist Melina Mitchell joins Kerry Fleming to demystify SMSF estate planning. Learn the difference between binding and non-binding death benefit nominations, who counts as an eligible beneficiary, how to avoid death tax, and the practical tools — like reversionary pensions and enduring powers of attorney—that can protect your legacy and your loved ones. What you'll learn in this...
Successful long-term investing is not about prediction — it’s about principles. In this episode, we break down the three core principles disciplined value investors rely on through every market cycle: knowing yourself, knowing your investments, and knowing your valuation. Rather than reacting to headlines or chasing trends, this discussion focuses on building a clear investing framework grounded in self-awareness, business understanding, and price discipline — the foundations that allow inv...
Successful long-term investing is rarely a solo pursuit. Disciplined value investors rely on clear process, shared insight, and the humility to challenge their own thinking. In this episode, we explain how a structured investment process, collective due diligence, and a community help investors make better long-term decisions. Rather than chasing tips or reacting to market noise, this discussion focuses on how value investors build conviction, expand their circle of competence, and stay dis...
Thinking about starting a self-managed super fund (SMSF) or optimising your current setup? In this episode, Kerry Fleming is joined by Meleena Mitchell, Head of SMSF at TIP Group, to break down everything you need to know about SMSF trustee structures. Discover the pros and cons of individual vs corporate trustees, how to avoid costly mistakes, and why your choice now can save you time, money, and stress in the future. In this episode: What is an SMSF trustee — and why does it matter?Individu...
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