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#42 Dan Corbett - Knowing your Tolerance

Emajin Golf: Beyond the 19th

Release Date: 12/03/2024

#57 Peter Ishak - Consistency, Clarity & Leadership show art #57 Peter Ishak - Consistency, Clarity & Leadership

Emajin Golf: Beyond the 19th

Welcome back to the Emajin Golf Podcast: Beyond the 19th! In this episode, Raj is joined by Peter Ishak, founder of Ishaks Conveyancing, for a grounded and insightful conversation on business, leadership, and the realities that come with building something meaningful over time. Peter shares his perspective on what business owners often underestimate - from the pressure that comes with decision-making to the importance of structure, discipline, and long-term thinking. Drawing on his professional experience, he unpacks how clarity, good advice, and sound fundamentals can help founders...

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Welcome back to the Emajin Golf Podcast: Beyond the 19th! In this episode, Raj sits down with long-time friend and Emajin Platinum Partner, Julian Fayad, the founder of LoanOptions.ai, to uncover his remarkable journey of bootstrapping a fintech business built on resilience, innovation, and family values. Julian’s story is far from ordinary. Originally passionate about technology, he studied web and app development before unexpectedly landing in finance. Over nearly a decade in the industry, he combined his love for tech with financial services—eventually launching LoanOptions.ai...

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Welcome back to the Emajin Golf Podcast: Beyond the 19th! In this episode, we’re joined by Rebeca Bern, a digital marketing expert, for an insightful conversation about her career journey and her business, Somma Digital. Rebeca, originally from Sao Paulo, Brazil, has an unexpected background—she wanted to be a vet and started riding horses at the age of five. This passion for horses taught her discipline and motivation. After moving to Australia and studying marketing, she eventually founded Somma, a B2B digital marketing agency. The name "Somma" is an acronym for "social media marketing...

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In this week's episode of the Emajin Golf podcast Beyond the 19th, we chat with Dan Corbett, Founder and Owner and Principal advisor of Superannuation Caddie, who shares insights on cycling, golf, family, and more.

As a devoted family man, he believes, "The only people you want stronger than you are your children". His modest upbringing shaped his career choices and his approach to financial stability. 

Exploring career considerations, Dan initially studied nursing and moved into sports science, but his love of numbers led him to a career in finance.

Dan entered the finance sector in the late nineties when the bond crash affected many retirees' superannuation. This influenced Dan to ensure he would be committed to devising the best ways to safeguard balances. After successfully working in some challenging environments, Dan started Superannuation Caddie a decade ago to provide finance advice.

The concept of the caddie is to understand the landscape and to know your abilities - this is Dan's philosophy in the caring execution of his client management, and he shared the following key learnings:

  1. Everyone must be prepared for volatilities within the market, but knowing a client's tolerance will shape the portfolio that best suits
  2. Superannuation investments are diverse - the key is to review the current state and shop around for the products that clients can understand and align with, requiring the need to put some products back on the shelf and choosing others that, over time, will enable the retirement goals to be achieved
  3. Pay attention to US politics is essential, as the president's policies can significantly influence the markets 

It is a very interesting listen as we learned Dan, a writer for the Australian Golf Digest, is also a passionate sportsman, having competed in triathlons and taking cycling to an extreme level. 

Dan's parting advice: " If you need permission to play a round of golf, explain that you plan to discuss your retirement fund, and you will have ample support."