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In this final episode of our collaboration with Allan Gray Funds, Amanda sits down with LJ Collyer to reflect on a deep dive into investment philosophy and market resilience. As market cycles come and go, LJ explains why the core of successful investing isn't just about numbers—it's about mastering human behavior. From the pitfalls of chasing AI fads to the benefits of a global research "sounding board," this episode provides a professional roadmap for staying the course in an unpredictable financial landscape. https://www.allangray.com.au/ Support the show

In this episode of Financial Secrets Revealed, Amanda welcomes back Simon Mawhinney from Allan Gray to explore the intricacies of the Allan Gray Stable Fund. Often perceived as a "boring" or cash-heavy option, Simon reveals the sophisticated, contrarian strategy behind the fund that prioritizes capital preservation and low volatility while seeking to outperform traditional cash holdings. Whether you are a retiree looking for tax-efficient returns or an investor seeking a "safe harbor" in an expensive market, this discussion provides a comprehensive look at how discipline and patience drive long-term stability. https://www.allangray.com.au/ Support the show

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. Support the show

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/ Support the show

Join Amanda Cassar and LJ Collyer as they explore Allan Gray’s remarkable journey — from its founding in South Africa in 1973 to its expansion into Australia and global partnership with Orbis. Discover the enduring investment philosophy that underpins their funds: long-term thinking, contrarian insights, and a deep commitment to investor outcomes.  https://www.allangray.com.au/ Support the show

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. 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 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) 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

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. 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 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 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

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   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

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. 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 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    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

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 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

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

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.  Amanda Cassar here meets with Grant Hackett OAM, an Australian swimmer, most famous for winning the men’s 1500 metres freestyle at the 2000 and 2004 Summer Olympics.  Grant’s longest career, however, has been in financial services, most recently as the CEO of Generation Life.  And today, we’re talking about Investment Bonds, Child Bonds and Funeral Bonds.  Generation Life are one of Australia’s leading specialists in tax effective investment solutions with over $2.5billion invested.  We discuss why they’ve been left behind in Australia for some time, and why they’re now making a comeback.  We talk case studies, estate planning strategies and where they can fit into individual portfolios.  We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed learning more about the ins and outs of structured investment bonds with Grant.  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 Grant  Grant Hackett OAM | LinkedIn  Grant Hackett LinkedIn profile  Investment Bonds Australia | Investment-linked Lifetime Annuity | Generation Life (genlife.com.au) Generation Life Website   Investor strategies | Generation Life | Life Solutions (genlife.com.au) Investment Bond Strategy ideas  Grant Hackett (@grant__hackett) • Instagram photos and videos Instagram  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

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.  Amanda Cassar here meets the author of 4 Amazon best-sellers and a two-time TED talk speaker with nearly 6 million views – Adam Carroll.  Adam is the creator of Broke, Busted & Disgusted, a documentary on finances that has aired on CNBC.  Adam is also a professional speaker and the founder of the Shred Method, a cash flow management tool that is creating freedom for families everywhere.  Adam is passionate about helping people create financial freedom through unconventional financial strategies and modified habit patterns.  We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed hearing more about the possibility of shredding your debt and taking back control of your finances with Adam.  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 Mark  Adam Carroll | LinkedIn – Adam’s LinkedIn profile  The Shred Method Adam’s Website – The Shred Method  Adam Carroll (adamspeaks.com) – Adam’s Speaking Webdite  When money isn’t real: the $10,000 experiment | Adam Carroll | TEDxLondonBusinessSchool - YouTube   Adam Carroll: What playing Monopoly with real money taught me about my kids--and humanity | TED Talk   Adam Carroll (@adam.carroll) • Instagram photos and videos Instagram  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

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.  Amanda Cassar here meets the best-selling author of ‘The Gen Z Money Manual: Mastering Our New Economy,’ Mark Bolton.  Mark is a veteran of the banking and consulting industries, having held senior positions with PWC, Goldman Sachs, Credit Suisse and Barclays, among others.  Mark specialises in reaching Gen Z (those born post 1997) and provides books, tools and templates to coach and support the Gen Z journey into adulthood, whilst reducing the risk of financial missteps along the way.  Mark discusses here the profile of a more conservative generation and how living in these uncertain times is shaping the next group of adults, who are set to inherit part of the largest intergenerational transfer of wealth ever.  We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed hearing more about the challenges facing Gen Z with Mark.  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 Mark  Mark Bolton | LinkedInn – Mark’s LinkedIn profile  Press & Media (mark-bolton.com) Mark’s Website – The Gen Z Money Manual  Mark Bolton - The Gen Z Money Manual, Books and Coaching (mark-bolton.com)  Mark Bolton Gen Z Money Manual on Route 664 revised - YouTube  Mark Bolton (@authormarkbolton) | TikTok   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

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.  Amanda Cassar here meets Head of Adviser Distribution of Allan Gray Australia, South African born LJ Collyer.  LJ has a strong background in financial services and holds an MBA focused on Private Equity, Securities analysis, and international financial market from the University of Cape Town.  We discuss the philosophy of Allan Gray to take a contrarian approach, apply it consistently and invest for the long term.  We break down exactly what contrarian investing is and how patience, discipline and paying attention can work in your portfolio.  We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed hearing more about the Contrarian style from our expert, LJ.  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 LJ   LJ Collyer | LinkedIn – LJ’s LinkedIn profile  Allan Gray Australia: Overview | LinkedIn – Allan Gray Australia LinkedIn profile  Our investment approach | Allan Gray Australia – Learn more about Allan Gray’s approach to Investing  GuideToContrarianInvesting.pdf (allangray.com.au) – Allan Gray’s Guide to Contrarian Investing  Home | Orbis | Invest Differently Orbis Investments Website  FinancialStandardGuideToContrarianInvesting.pdf (allangray.com.au) – Financial Standard Contrarian Investing Guide  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