Navwealth Integrated Advice - The Complete Picture
Navwealth: NavTalk Podcast
In episode 13 of NavTalk, guest host Jami Prowse leads an insightful discussion with Craig Banning, CEO, Director & Wealth Adviser, and Simon Prowse, Director, Tax, Accounting & Business Advisory Specialist, on the integrated advice approach that defines Navwealth. Join Jami as she delves into recent office developments, uncovering the backstory of Navwealth's formation and the benefits of their strategic merger. Learn why integrating all financial services under one roof can significantly benefit clients, providing a seamless experience for their financial journey. Learn firsthand...
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NavTalk Year-End Roundtable: Reflecting on 2023
Navwealth: NavTalk Podcast
In this exclusive NavTalk episode, join host Simon Prowse in an engaging roundtable discussion with three of Navwealth's leaders as they reflect on the eventful year of 2023. Craig Banning, CEO of Navwealth, takes a deep dive into the intricacies of financial advice, exploring the year's trends in interest rates and showcasing how Navwealth's holistic approach has significantly benefited their clientele. Hayley Kalms sheds light on the increasing recognition among small business clients regarding the value of professional bookkeeping, especially in achieving more favorable tax outcomes. ...
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Penrith Men's Walk and Talk
Navwealth: NavTalk Podcast
If this episode raises any concerns for you, please reach out to Lifeline at 13 11 14 or a similar organisation. There are people ready and willing to listen and help. Founded on the vision of community support and well-being, the Penrith Men's Walk and Talk began its journey in 2018 and officially launched in March 2019. Every Thursday night, like clockwork, men from all walks of life gather to traverse the scenic Penrith Great River Loop. But it's more than just a walk—it's an opportunity to catch up with mates, share life's challenges, and find solace in mutual understanding. The group's...
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Journey Unearthed: Danny's Odyssey in Travel & Treasures
Navwealth: NavTalk Podcast
In Episode 10 of NavTalk, we have a captivating guest joining host Simon Prowse - Danny Cahalan, the CEO and Owner of Solve Travel Management. Prepare for an extraordinary journey through the diverse facets of the travel industry that ignited Danny's passion for collecting rare travel items. As possibly the sole collector of these unique items globally, Danny's exclusive exhibition showcases the depth of his collection. Don't miss the thrilling narrative of Danny's remarkable path, from his diverse experiences within the travel industry to his exceptional collection and the journey that has...
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Navigating Loss and Legacy: Honoring Loved Ones
Navwealth: NavTalk Podcast
In this heartfelt episode of NavTalk, Jenny Pearse joins host Simon Prowse to embark on a profound journey through the unexpected loss of a cherished family member. Jenny shares her family's emotional experience in seeking guidance and the intricate steps they had to navigate to ensure their loved one's final wishes were respected. Discover how, even in the midst of grief, the power of a wish booklet played a pivotal role in orchestrating memorial arrangements and upholding the promises made to their dearly departed. Jenny Pearse, the Managing Director of Jenesis, a business and marketing...
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Business in a Spotlight: Man Shed Auctions
Navwealth: NavTalk Podcast
In the spotlight of Episode 8 of NavTalk, we have a treat for all you business enthusiasts! Host Simon Prowse is joined by Jason Howitt, the current proprietor of Man Shed Auctions, a name synonymous with unique collectibles and treasures. Jason brings a treasure trove of entrepreneurial experience to the table. His journey began with co-founding Strata Energy Services and has always been deeply rooted in business and sales. Join us in this episode as we delve into the captivating world of collectibles with a special focus on Man Shed Auctions. Jason, a seasoned entrepreneur, explores the...
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Harnessing Performance: Unleashing Cognitive Energy Mastery
Navwealth: NavTalk Podcast
Continuing on with our theme of transformation, join NavTalk host Simon Prowse as he engages in a compelling conversation with Vanessa Bennett, a visionary entrepreneur at the forefront of high performance and mental well-being. Vanessa, CEO and co-founder of Next Evolution Performance, brings a multifaceted background encompassing Business, Accounting, and Finance, and a master's degree in psychology and Neuroscience of Mental Health from Kings College London. Her journey is a testament to the power of fusion - fusing financial acumen with a passion for fitness that led to an epiphany: the...
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Beyond the Field: From Rugby Star to Financial Adviser
Navwealth: NavTalk Podcast
In this compelling episode of NavTalk, your host Simon Prowse chats with Drew Hickey, a former rugby luminary who once dominated both national and international arenas with his athletic finesse. But Drew's story is far from a typical sports narrative; it's a saga of resilience, transformation, and the pursuit of uncharted horizons. Drew's remarkable journey commenced at the tender age of 18 and culminated on the rugby field at 33, representing his country and state with unmatched zeal. Yet, his voyage didn't cease with the final whistle; it was merely the prologue to his next chapter....
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Planning for Aged Care
Navwealth: NavTalk Podcast
Join us for NavTalk Episode 5, where Norry shares his touching journey and profound gratitude for the support and guidance he received from Navwealth Aged Cate Specialist Andrew Wem during his mother's transition to aged care. Meet Norry Constantian, a compassionate flight attendant whose life took an unexpected turn when his mother required aged care after a fall. Referred to Navwealth by a friend familiar with Andrew's expertise in aged care planning, Norry found the support he needed to navigate this challenging situation. In this heartfelt episode, Norry reflects on his journey and...
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Business in a Spotlight: East Coast Marine
Navwealth: NavTalk Podcast
Join us as we turn our attention to the fascinating world of East Coast Marine, a distinctive business in the aquarium trade industry. Specialising in the collection of coral and fish from the southern end of the Great Barrier Reef, they offer a premium selection of hand-collected marine species. In this episode, we have the privilege of hearing from our extraordinary guests, Dave and Brendon, the brilliant minds behind East Coast Marine. Prepare to be captivated by their fascinating story and discover how they found themselves immersed in such a unique and thrilling profession. From...
info_outlinePreparing a will and planning for a time when you are no longer here can be an emotional and complex experience. Michael Fitzpatrick principal and founder of Fitzpatrick Estate Lawyers join NavTalk host – Simon Prowse, to discuss the key areas you need to consider when preparing a will.
With 25 years of experience specialising in estate planning, Michael knows firsthand the importance of having a workable estate plan strategy that is documented and shared with the parties involved. Simon and Michael discuss why it’s important to check and review your will as life changes and to consider not only your financial assets but your digital assets as well.
There are a lot of dumb wills out there that don’t achieve the desired outcome so how do you achieve a smarter will? Listen in now.
https://fitzpatricklaw.com.au/