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Investor Motivation

Bought to you by Consortium Private Wealth Pty LtdThe information provided in this podcast is general in nature only and does not constitute personal financial advice.

Podcast · By Consortium Private Wealth · English · Official site

Indexed episodes, last 90 days
7
Latest publication
Sep 15, 2026
Audience
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Earliest in this view
Jul 17, 2026

Latest episodes

  1. Episode · Sep 15, 2026

    Your Will Isn’t Enough- 5 Estate Planning Documents You Need (opens the original)

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    Estate planning isn’t just about deciding what happens to your assets after you die. It’s also about making sure the right people can make important decisions for you if you’re no longer able to make them yourself. In this episode, financial advisers Amy Lehmann and Robert Goudie break down five key documents worth considering as part of your estate plan, including: 👉 Wills and testamentary trusts 👉 Binding death benefit nominations for superannuation 👉 Medical powers of attorney 👉 Advance care

  2. Episode · Aug 28, 2026

    Defined Benefit Pensions: Take the Lump Sum or Lifetime Income? (opens the original)

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    Would you take a guaranteed income for life, or a lump sum that could potentially be passed on to your family? In this episode, financial advisers Rob Goudie and Ash Rowan break down the key considerations around defined benefit pensions and the choices people may face as they approach retirement. They discuss how defined benefit pensions generally work, why the options can vary between schemes, and the trade-offs between taking a lifetime pension, a lump sum, or a combination of both. The conve

  3. Episode · Aug 21, 2026

    Can You Actually Afford to Retire? The Number You’re Probably Getting Wrong (opens the original)

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    How much do you really need to retire? And is your super balance the best way to answer that question? In this conversation, financial advisers Amy Lehmann and Rob Goudie unpack some of the common assumptions people make when planning for retirement, from chasing a particular super balance to worrying about whether their money will last. They discuss why retirement planning is about more than reaching a magic number, including: ✔️ Understanding your income needs and desired lifestyle✔️ Moving fr

  4. Episode · Aug 14, 2026

    Do You Really Need to Be Wealthy to Get Financial Advice (opens the original)

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    What actually stops people from seeking financial advice? In this episode, Robert Goudie and Rachael Todman discuss some of the common misconceptions and barriers that can prevent people from reaching out for advice. From feeling embarrassed about past financial decisions to thinking you don't have enough money to justify seeing an adviser, they explore why financial advice can be valuable at different stages of life. Whether you're just starting to build wealth, preparing for retirement, or sim

  5. Episode · Aug 6, 2026

    Australia’s Help to Buy Scheme: Is It the Right Path to Home Ownership? (opens the original)

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    Could a 2% deposit really help you buy a home sooner, or encourage you to buy before you are financially ready? Rob Goudie and Rachael Todman unpack Australia’s Help to Buy scheme and how it may assist eligible Australians in purchasing a home. They explore the government’s shared-equity contribution, eligibility requirements, property price caps and ongoing obligations. They also discuss affordability, cash flow, home ownership costs and the importance of being financially prepared. Listen to t

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