DiscoverCatapult | ED: NextGen
Catapult | ED: NextGen
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Catapult | ED: NextGen

Author: Tony Catt - Catapult Wealth

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Providing financial education to the next generation.
18 Episodes
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DO I NEED A WILL?

DO I NEED A WILL?

2021-05-0947:37

If you aren’t sure whether you need a Will, you are not alone. Many people aged 18-35 are unsure if they need to get a Will and are unaware of the disadvantages of not having one.  Tony Catt chats to  Suzi Cengarle, a Senior Associate from Bambrick Lawyers who specialises in helping grieving families. Dying without a Will is not fun. Listen to this episode to hear Suzi's horror stories about what happens to people who didn't have a Will but needed one. 
What is an SMSF? Should you get one? You may have heard people talk about self-managed super funds but is it the right choice for you? In this episode, I chat to Catapult Wealth's SMSF expert Dylan Evans, about how they work, why or why you shouldn't get one and the rules of investing with your SMSF. 
Should you invest outside Australia? There are many risks associated with international investing and these decisions largely depend on your investment objectives. In this episode, Tony chats to Vihari Ross, Head of Research & Portfolio Manager for Magellan Asset Management Limited about the pros and cons of international investments. 
TYPES OF INVESTMENTS

TYPES OF INVESTMENTS

2021-03-2225:36

Over the last 10 years, we've seen an evolution of various investment products. These have grown through the marketplace changing and the demand for certain products changing. ETF, LIC, SMA - what does it all mean? Which is right for me?Today Tony interviews Catapult Wealth's Portfolio Manager, Tim Haselum about the various forms of investments. 
INVESTMENT STRUCTURES

INVESTMENT STRUCTURES

2021-03-0814:28

When clients looking to invest, the first question we get asked is - who's name should I buy it in? Before you purchase an asset it is important to consider the most appropriate investment structure to use. There is no 'one size fits all' structure for investors because everyone's circumstances are different. Tony interviews Altitude Advisory's Partner, Kristen Buik about the types of investment structures and how to decide which one suits your needs best. Click here to view Entity Struction Comparisons. 
How much do I need for retirement?You may want to travel the world or downsize and spend time with your friends and family. Regardless of the type of retirement you want, it’s important to have a plan. Tony Catt interviews Dylan Evans from Catapult Wealth about preparing your retirement to suit your personal situation, wants, needs and lifestyle expectations.
KIDS EDUCATION

KIDS EDUCATION

2021-01-2422:09

All parents know that school and university fees can be expensive. We get asked a lot of questions about children's education; how to save for them? Where do I put the money? And what are the most tax-effective options?  Tony interviews Mark Foulis from Catapult Wealth about looking at your options and how to start saving early for your children's future education. 
Tax Maybe you’re heading into your first job or thinking about investing in your first property. No matter the reason, it’s understandable that you might not completely understand the income tax system.But not to worry, we’re here to help. In this episode Tony Catt interviews Michel Zerella, Director of MasterTax, to help explain income tax and tips to maximise your tax return.
CHOOSING AN ADVISER

CHOOSING AN ADVISER

2020-12-1320:57

Where to start? Before you get financial advice, decide what you want to get out of it. This depends on your stage of life, how much money you have, and what you're trying to achieve.A good adviser will get to know you, keep you informed, and help you achieve your goals. Tony Catt chats to Catapult Wealth Financial Adviser, Dale Martens about choosing an adviser that is right for you and your needs. 
Super is a way of saving for retirement, but do you really understand your Super?In this episode, Tony interviews Dylan Evans from Catapult Wealth about how your super works. What we cover: Choosing a super fund, types of super funds, self-managed super funds and how to save and build more growth with your super fund. 
How does money affect our overall well-being?Tony interviews Financial Adviser, Dale Martens about the possible causes of stress and anxiety for Australians by discussing the emotional effects of money.
BORROWING TO INVEST

BORROWING TO INVEST

2020-10-2649:00

We've spoken about borrowing to buy your first home, however, borrowing to invest is quite different. If you nearer to 30-35 you might be thinking about borrowing to create your first share portfolio, an investment home or invest in your more into your SuperFund. In this episode Tony Catt interviews Greg Samuel from Samuel Finance and Dylan Evans from Catapult Wealth about borrowing to invest; what are the pros/cons and how does it work? 
PERSONAL INSURANCE

PERSONAL INSURANCE

2020-10-1242:23

“What happens if…?”We’re not all bulletproof. We need to be able to simulate a plan. The “what if” conversation isn’t something anyone wants to talk about, but it is a very necessary conversation to have. What happens when things go wrong? When you can’t work, and injury stops you from working or your partner passes away? What’s left behind? What problems does it cause?  Tony Catt chats to Mark Foulis and Dale Martens from Catapult Wealth about personal insurance and why should get it sooner rather than later. 
FOOTBALL & FINANCE

FOOTBALL & FINANCE

2020-09-2742:09

AFL players start earning large amounts of money from as early as 18 years. Banks are willing to give them home loans up to $2 million dollars, but what if their career finishes earlier than expected? Tony interviews ex AFL Footballer Jack Trengove about his experience as an AFL footballer and how he managed his finances. 
"How to deal with a Real Estate Agent"Real Estate Agents are experts at marketing and selling property. If you want to buy a property you have no choice but to deal with one. In this episode Tony Catt interviews Rachel Lawrie from Ray White about the tips and tricks of dealing with a Real Estate Agent. 
CASH FLOW

CASH FLOW

2020-08-2625:28

Tony Catt talks to Catapult Wealth Senior Financial Adviser, Dylan Evans about managing your cash flow.  To find out more about the cash flow management options available to you, call 08 8172 9111 to speak with one of our Advisers. 
MANAGING DEBTS

MANAGING DEBTS

2020-08-2638:18

Tony Catt interviews Mortage Broker from Smartline Personal Mortage Advisers, Michael Karp about how to manage your debts and what to avoid. To find out more about managing your debt and the options available to you, call 08 8172 9111 to speak with one of our Advisers. 
BUYING YOUR FIRST HOME

BUYING YOUR FIRST HOME

2020-08-2634:52

Tony Catt interviews Adam Hindmarch from Prospa Property Advisory about buying your first home. Answering the important questions like "how much can I borrow", "am I eligible for the first home owners grant?", "How do I get the new COVID-19 builder's grant?"
PILOT

PILOT

2020-05-1303:18

We are really excited to announce that Catapult Wealth is launching a podcast entitled – Catapult | ED: Next Gen – coming soon!The purpose of this podcast is to provide education to 18 to 35-year-olds on the basics of financial planning and wealth management and to ensure they are set up to manage their financial future.Subscribing to our podcast will allow you to access new episodes when released.
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