Financial Secrets Revealed

Welcome back to the Financial Secrets Revealed podcast, continuing our special collaborative series with Alan Gray Funds! In this episode, Amanda is joined by returning guest, LJ Collyer, who celebrates a remarkable 20th anniversary with Allan Gray. LJ provides a deep dive into the historical roots of the firm and, most critically, explains the enduring, three-pronged contrarian investment philosophy that drives Allan Gray's differentiated approach in the Australian market. Learn how this unique mindset helps the firm identify undervalued assets and navigate market volatility with a focus on long-term client results.

https://www.allangray.com.au/

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Welcome to the Financial Secrets Revealed podcast, continuing our collaborative series with Allan Gray Australia! In this episode, Amanda sits down with Dr. Suhas Nayak, a seasoned Portfolio Manager at Allan Gray Australia. Dr. Nayak, who manages approximately 35% of the Allan Grey Australia Equity Fund, provides an insightful exploration into the firm’s commitment to contrarian investing and how this philosophy drives the performance and risk management of the Equity Fund. Listen as Dr. Nayak details how focusing on price and challenging market sentiment leads to significant investment opportunities.

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Welcome back to the Financial Secrets Revealed podcast! In this special collaborative episode with Allan Gray Funds, Amanda speaks with Simon Mawhinney, the Managing Director and Chief Investment Officer (CIO) of Allan Gray Australia. Simon, who is responsible for overseeing the firm's investment strategy and fund performance, provides a deep dive into Allan Gray's unwavering contrarian investment philosophy, revealing how this bottom-up approach shields investors from permanent loss of capital and uncovers value in a highly dislocated Australian market. Learn why challenging the conventional wisdom—and avoiding the market's most expensive names—is key to long-term success.

https://www.allangray.com.au/

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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.

Amanda Cassar meets with Stephen Bailey, Scottish Whisky Investment Specialist from Melbourne, to discuss investment in the fabulous drop.

Stephen is a former financial adviser, who like me – enjoys a wee dram now and then.  His personal preferences in the golden drop sparked further interest in investing in cask whisky from Scotland.

Stephen discusses how to get in at an entry level, time frames, possible returns and exit strategies – all which need to be taken into consideration when wanting to invest in the water of life - whisky.  Global demand for whisky (Uisge Beatha) is still expected to grow by 5% until at least 2034.  In 2023, 43 bottles of scotch were sold globally, every second!

We discuss how to take that leap from loving your favourite tipple to investing for the longer term.  Do you think you’ll give a dram about investing in whisky?

We’re enjoying Meeting the Professionals in Season 3 and wrapping up with Stephen and an alternate option – whisky!

This podcast is for general information purposes only.  It does not take into account your personal circumstances or goals and is not to be considered personal advice.  Please discuss your needs with your financial adviser.

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Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books

Booktopia:  Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | Booktopia

Barnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)

Connect with Stephen

Stephen Bailey | LinkedIn  Stephen Bailey - LinkedIn profile

Whisky Cask Club: Overview | LinkedIn

Whisky Cask Club | Scottish Single Malt | Whisky Cask Investments – Website

Welcome to the Scotch Whisky Association (scotch-whisky.org.uk)

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Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedIn

Websites: 

• https://amandacassar.com.au/ 
• https://www.wealthplanningpartners.com.au/ (company website)
• https://trustedagedcare.com.au/ (company website)
• Financial Adviser - Amanda Cassar (adviserratings.com.au)

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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.

Amanda Cassar here meets with Scherrie Prince who lost her mother whilst still a minor, and then her grandparents.  After their passing, the absence of a will or trust set off a series of painful conflicts among her family resulting in one aunt losing her rightful inheritance due to inadequate financial guidance and crippling debt.

Scherrie L. Prince is an attorney and asset protection coach who teaches entrepreneurs how to merge their business plan with their estate plan to create a moat around their assets. For over a decade she has taught, led, and counseled entrepreneurs at every phase of their business. Scherrie has the keen ability to deliver uncommonly original and useful tools in a dynamic and engaging way. She brings to your audience experience in asset protection, estate planning, and business planning.

We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed learning more about the importance of asset protection and having the right mindset to get through what needs to be done.

This podcast is for general information purposes only.  It does not take into account your personal circumstances or goals and is not to be considered personal advice.  Please discuss your needs with your financial adviser.

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Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books

Booktopia:  Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | Booktopia

Barnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)

Connect with Scherrie

Scherrie L. Prince | LinkedIn Scherrie Prince LinkedIn profile

Asset Protection Blueprint Webinar | Safeguard Your Assets & Privacy (scherrieprince.com)  Website

Scherrie L. Prince - YouTube  Scherrie’s You Tube site – Play. Big. Faster.

Facebook  Follow Scherrie on Facebook

 Scherrie L. Prince | Attorney. Speaker. Coach. (@scherriespeaks) Instagram

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Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedIn

Websites: 

• https://amandacassar.com.au/ 
• https://www.wealthplanningpartners.com.au/ (company website)
• https://trustedagedcare.com.au/ (company website)
• Financial Adviser - Amanda Cassar (adviserratings.com.au)

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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.

Amanda Cassar meets with Bob DePasquale, the Generosity Guy.

Bob shares the lessons he learned in college and now runs with the mantra – giving is receiving.  2001 was a massive year for Bob, not only with a diagnosis of cancer at 18, but the end of life as we knew it with the destruction of the Twin Towers.  Bob now helps growth-oriented organisations attract top talent and the most loyal customers.

We discuss why generosity is important, and the key to good business is to offer more than what is expected.  That means offering more to your executives, partners and customers.  Generosity makes all parties involved feel good and best of all, it’s contagious.

We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed learning more about generosity with Bob DePasquale.

This podcast is for general information purposes only.  It does not take into account your personal circumstances or goals and is not to be considered personal advice.  Please discuss your needs with your financial adviser.

Offer 

Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books

Booktopia:  Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | Booktopia

Barnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)

Connect with Chris

Bob DePasquale, CFP®CAP® "The Generosity Guy" 😃 | LinkedIn Bob DePasquale LinkedIn profile

Bob DePasquale  Bob’s Website

Speaking of Impact on Apple Podcasts Speaking of Impact Podcast

Amazon.com: Personal Finance in a Public World: How Technology, Social Media, and Ads Affect Your Money Decisions: 9781637306659: DePasquale, Bob: Books Personal Finance in a Public World – Bob’s Book

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Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedIn

Websites: 

• https://amandacassar.com.au/ 
• https://www.wealthplanningpartners.com.au/ (company website)
• https://trustedagedcare.com.au/ (company website)
• Financial Adviser - Amanda Cassar (adviserratings.com.au)

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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.

Amanda Cassar meets with Dr Renée Baker of RBI Group.

The fabulous Dr Renée is an Entrepreneur, TEDx Speaker, Board Director and Professor.  Renee’s passion and practical experience in wealth management and fostering financial literacy.  She has 3 decades in financial services and has been at the forefront of leading change and championing initiatives that enhance representation and catalyze business growth for financial advisers.

Renée also serves as an adjunct professor and the University of South Florida sharing insights on advertising management and digital media strategies.  She combines the best of both works as an entrepreneur and educator.

We discuss how to take that leap from loving your favourite side hustle and turning that into your full-time role.  Also, how entrepreneurship is a rewarding path for those who embrace the journey.

We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed learning more about running your own business and the importance of financial literacy with Dr Renée.

This podcast is for general information purposes only.  It does not take into account your personal circumstances or goals and is not to be considered personal advice.  Please discuss your needs with your financial adviser.

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Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books

Booktopia:  Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | Booktopia

Barnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)

Connect with Renee

Dr. Renée Baker, DBA, RCC™️ | LinkedIn  Dr Renee Baker LinkedIn profile

The RBI Group – Boutique Firm Specializing in Marketing and Financial Literacy  RBI Group Website

Dr. Renée Baker (@itsreneebaker) • Instagram photos and videos Renee’s Instagram 

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Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedIn

Websites: 

• https://amandacassar.com.au/ 
• https://www.wealthplanningpartners.com.au/ (company website)
• https://trustedagedcare.com.au/ (company website)
• Financial Adviser - Amanda Cassar (adviserratings.com.au)

Support the show

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.

Amanda Cassar meets with Afsha Butt & Uzair Ahmed here to discuss investing in the future.

Afsha is the Founder & CEO of WealthVerse Inc, Canada and helps professionals and business owners plan their wealth.  Afsha is based in Toronto and has built a team of partners and advisers into a trailblazing financial technology company.  She also serves as a Coach for JDC West, for the largest business competition in Western Canada where her team won first place at the annual competition.

Uzair Ahmed is a growth-focused Business Automation Specialist based in Edmonton, Alberta, with a proven track record for automating systems, driving revenue, and scaling up teams.  He has a special interest in utilizing tech to join the dots to help businesses achieve their goals.

We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed learning more about the world of crypto, AI and blockchain in this interview with Afsha and Uzair.

This podcast is for general information purposes only.  It does not take into account your personal circumstances or goals and is not to be considered personal advice.  Please discuss your needs with your financial adviser.

Offer 

Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books

Booktopia:  Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | Booktopia

Barnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)

Connect with Afsha & Uzair

Afsha Butt (@afshaaofficial) • Instagram 

WealthVerse – WealthVerse is a digital hub for wealth building tools and financial services.  Website

Afsha Butt, BSc, QAFP™ | LinkedIn

(@uzairtruballa) / X (twitter.com)                           Uzair Ahmed | LinkedIn

Uzair Ahmed

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Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedIn

Websites: 

• https://amandacassar.com.au/ 
• https://www.wealthplanningpartners.com.au/ (company website)
• https://trustedagedcare.com.au/ (company website)
• Financial Adviser - Amanda Cassar (adviserratings.com.au)

Support the show

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.

Amanda Cassar meets with Chris Joye here, Founder of Coolabah Capital.

Chris has been selected as one of FE fundinfo’s Top 10 “Alpha Managers” based on his risk-adjusted performance throughout his career. He has previously worked for Goldman Sachs in London and Syndey, the Reserve Bank of Australia and founded the award-winning research investment group, Rismark.  He regularly advised governments, developing unique policy proposals. 

We discuss what fixed interest portfolios are all about, risks inherent in Private Debt portfolios, the interest rate cycle and whether mortgage holders can expect a reduction in their home loan rates any time soon.

We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed learning more about the ins and outs of fixed income portfolios with Chris.

This podcast is for general information purposes only.  It does not take into account your personal circumstances or goals and is not to be considered personal advice.  Please discuss your needs with your financial adviser.

Offer 

Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books

Booktopia:  Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | Booktopia

Barnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)

Connect with Chris

Christopher Joye | LinkedIn  Chris Joye LinkedIn profile

Home - Coolabah Capital Investments  Coolabah Capital Website

 Christopher Joye (afr.com) Chris’s Financial Review Columns

Podcast - Coolabah Capital Investments  Podcast

Follow 

Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedIn

Websites: 

• https://amandacassar.com.au/ 
• https://www.wealthplanningpartners.com.au/ (company website)
• https://trustedagedcare.com.au/ (company website)
• Financial Adviser - Amanda Cassar (adviserratings.com.au)

Support the show