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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.
34 Episodes
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In this thought-provoking episode, Teaminvest CEO Andrew Coleman delves into two of the most powerful forces shaping today’s markets: the rise of passive investing and the impact of AI and algorithms on stock market behaviour. Andrew explores how regulation, index funds, and technology are changing the landscape for investors, often creating perverse incentives and new risks. Discover why market efficiency is under threat, what the Grossman-Stiglitz paradox means for your wealth, and how acti...
In this episode, we spotlight two leading financial institutions from the Emerging Wealth Winners Conference. Kylie Merritt interviews Rahul Guha, CEO of Fiducian, about the firm’s integrated funds management, platform, and advice model, its scalable growth, and how Fiducian is positioning itself for the future of financial services. Then, Andrew Coleman and Kylie discuss Kina Bank’s impressive performance in Papua New Guinea, sharing insights from CEO Ivan Vidovich’s presentation on how the...
In this episode of the Emerging Wealth Winners Series, Ausbiz's Kylie Merritt interviews Michael Eadie (CFO, Credit Corp) and AWAG directors Lee IaFrate and Mark Stephen. Discover how Credit Corp’s US expansion is driving growth, the risks and opportunities in debt purchasing, and how AWAG is leading industry consolidation and activist investing in Australia’s financial services sector. This episode is part of the TIP Group’s partnership with Ausbiz, presented at the Emerging Wealth Winners C...
In this first episode of the Emerging Wealth Winners Series, produced in partnership with Ausbiz, we explore two ASX‑listed businesses that combine resilient earnings, disciplined risk management and long runways for growth: Solvar Group (ASX:SVR) and Mader Group (ASX:MAD). Hosted by Kylie Merritt from Ausbiz as part of the Emerging Wealth Winners Conference, with commentary from TIP Groups CEO ,Andrew Coleman, this episode dives into: How Solvar has built a scalable, niche position in secure...
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 o...
Can you really achieve 15–20% annual returns from your original share investment—just by focusing on dividends? In this episode, Kerry Fleming explores the true wealth-building power of dividends, compounding, and patience. Discover how disciplined reinvestment, market volatility, and a focus on quality businesses can turn moderate starting yields into substantial income streams over time. With real-world examples from the ASX and practical strategies for 2025, this episode is a must-listen f...
Return on equity (ROE) is one of the most popular—and misunderstood—metrics in investing. In this episode, we break down what ROE really means, why it can be both a valuable tool and a dangerous trap, and how investors can avoid being misled by headline numbers. Using real-world examples like Qantas and the latest market trends, you’ll learn how to spot financial engineering, understand the impact of debt, and use ROE the right way in your investment decisions. Key Topics Covered: What is ROE...
Estate planning is one of the most important—and most overlooked—aspects of managing a self-managed super fund (SMSF). In this episode, Kerry Fleming is joined by SMSF specialist Meleena Mitchell to break down the essentials of SMSF estate planning, including death benefit nominations, eligible beneficiaries, tax traps, and the practical tools you need to ensure your super goes to the right people, at the right time. If you want to safeguard your legacy and avoid costly mistakes, this episode...
What separates successful investors from the rest? In this episode, Kerry Fleming and Sanjee Narendran (Head of Funds Management & Education at TIP Group) break down the three essential investment principles every investor needs: knowing yourself, understanding your investments, and mastering valuation. Whether you’re new to investing or a seasoned pro, this episode will help you build a personal investing framework to navigate market highs and lows with confidence and clarity. Key Topics...
What makes Teaminvest so different from other investment groups? In this episode, Kerry Fleming sits down with Sanjee Narendran (Head of Funds Management & Education) to explore the real story behind Team Invest. Discover how a unique blend of expert members, proven research, and collaborative wisdom has created one of Australia’s most successful investor communities—where 600+ members share knowledge, cut through market noise, and build wealth together. Key Topics Covered: The origin sto...
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?Individual...
What separates a good fund from a great one? In this in-depth episode, Kerry Fleming and Stuart James (Head of Distribution, TIP Group) explore the qualities that make a fund stand out: sustainable moats, robust risk management, and genuine trustworthiness. Learn how to identify high conviction managers, avoid “closet benchmark huggers,” and spot the red flags that matter most. Find out why team stability, transparency, and communication are essential for long-term success—and get practical t...
How do you choose a great investment fund in a crowded market? In this episode, Kerry Fleming and Stuart James (Head of Distribution, TIP Group) walk you through the key steps for finding, comparing, and evaluating managed funds. Learn how to define your goals, understand asset classes, decode fees, and use essential documents like the PDS and TMD to make informed choices. Plus, download our free Fund Due Diligence Checklist to make your next fund decision even easier! Key Topics Covered: Why...
In this special repeat episode, Kerry Fleming and Sanjee Narendran reveal why the best investors always look beyond the product to focus on business fundamentals, management quality, and long-term performance. Discover why first-mover advantage is rarely enough, how to spot the difference between a great idea and a great investment, and the Team Invest approach that’s delivered outperformance for over a decade. Key Topics Covered: The myth of first-mover advantage in investingWhy busine...
Company management is often the missing link in investment success. In this episode, Kerry Fleming and Andrew Coleman reveal why leadership, honesty, and culture matter just as much as the numbers—and how to spot the warning signs of poor management before it’s too late. Learn from real-world case studies (Bond, Kodak, Lehman, Forge, Magellan) and get practical tips for using Teaminvest’s management checklist, analysing remuneration reports, and leveraging the wisdom of the crowd to make smar...
How can you ensure your children and grandchildren are truly better off? In this episode, Kerry Fleming and Andrew Coleman explore the essentials of intergenerational wealth planning—from the pitfalls of poor preparation to the power of compounding, education, and family culture. Learn how to maximise your legacy, avoid common mistakes, and start the right conversations today. Key Topics Covered: Why most families don’t plan for wealth transfer—and the risks of leaving it too lateThe three co...
Is Australia in a property or share market bubble? What causes bubbles, how do they end, and how can you protect your investments? In this episode, Kerry Fleming and Howard Coleman (Teaminvest co-founder) break down the history, psychology, and practical realities of bubbles—from tulip mania to today’s tech and property markets. Learn how to avoid the mistakes of “dumb money,” spot bubbles before they burst, and invest wisely even in uncertain times. Key Topics Covered: What defines a financi...
In this episode, Kerry Fleming and Sanjee Narendran unpack Warren Buffett and Charlie Munger’s most powerful investment philosophies. Discover how Teaminvest applies these principles—like buying wonderful companies at fair prices, prioritising temperament over intellect, and leveraging the power of community—to help investors achieve long-term success and avoid costly mistakes. Key Topics Covered: Understanding the difference between wonderful and fair companiesThe importance of thorough due ...
With over $3 trillion in superannuation, Australia’s retirement system is the envy of the world—or is it? In this episode, Kerry Fleming and Andrew Coleman expose the risks lurking beneath the surface, from government tax grabs and regulatory blunders to the dangers of index-tracking and market bubbles. Learn why average Australians may be at risk, how the system advantages the wealthy, and what you can do to protect and grow your retirement savings. Key Topics Covered: The three “sharks” cir...
Reporting season is here! In this episode, Kerry Fleming and Teaminvest co-founder Howard Coleman unpack what reporting season means for Australian investors, why preparation is everything, and how Teaminvest’s disciplined, research-driven approach helps members uncover opportunities and avoid traps. Key Topics Covered: The meaning and importance of reporting season for ASX investorsThe “slide rule” mindset: why mental preparation beats blind calculationHow to avoid common mistakes with calcu...
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