Dance, Dream, Deliver: Morgan Randall’s Success Story
Navwealth: NavTalk Podcast
In this inspiring episode of NavTalk, host Simon Prowse sits down with Morgan Randall, founder of Monsters of Dance, to explore her incredible journey from passionate young dancer to thriving business owner. Joined by Craig Banning, they discuss how Morgan transformed her dance studio from a small community hall into a flourishing business with over 640 students, all while maintaining a values-driven and inclusive environment. Morgan shares invaluable insights on overcoming financial hurdles and scaling her business while balancing elite performance and a fun, supportive culture. She...
info_outline
Navigating Investment Strategies: Insights from the Experts
Navwealth: NavTalk Podcast
In this episode of NavTalk, host Craig Banning is joined by Brad Matthews, Chair of Navwealth’s Investment Committee, and Alistair Metham, Senior Wealth Advisor, for an engaging conversation on investment strategies and portfolio management. With nearly 40 years of experience in finance, Brad shares his expert approach to crafting investment strategies and the importance of balanced asset allocation and fund selection. The discussion also touches on emerging trends like AI and healthcare, which are poised to shape the future of investing. Whether you're a seasoned investor or just starting...
info_outline
Superannuation: A Game-Changer for Millennials
Navwealth: NavTalk Podcast
In Episode 17 of NavTalk, host Simon Prowse teams up with Alastair Mettam, a senior planner at Navwealth, to shine a spotlight on the often-overlooked topic of superannuation. Discover why Millennials should start paying attention to their super now to unlock major financial benefits down the road. 🎙️💡 Simon and Alastair break down how your superannuation could grow to around $1.5 million by retirement 🤑, and they dive into the different types of contributions—concessional and non-concessional—as well as smart government schemes like catch-up contributions and the First Home...
info_outline
Navigating Aged Care
Navwealth: NavTalk Podcast
In this episode of NavTalk, guest host Laurie Golsby sits down with Andrew Wem, Navwealth’s aged care specialist, to explore the complexities and critical importance of planning for aged care. Andrew shares his personal journey into the aged care sector, shedding light on the distinctions between over 55s retirement villages and aged care facilities. Throughout the episode, Andrew emphasizes the necessity of early planning and the pivotal role of the Aged Care Assessment Team (ACAT). He provides a comprehensive breakdown of the various fees involved in aged care and offers financial...
info_outline
Planning for Success
Navwealth: NavTalk Podcast
In this enlightening episode of NavTalk, guest host Jami Prowse engages in an inspiring conversation with Simon Prowse, Director of Tax, Accounting & Consulting at Navwealth. Simon passionately explores the pivotal role of planning in achieving both business excellence and personal fulfilment. Throughout the episode, Simon underscores how a meticulously crafted business plan can elevate an organisation from ordinary to extraordinary. By setting ambitious yet attainable goals and fostering a culture of discipline and accountability, businesses can carve a path towards sustainable growth...
info_outline
Navigating Home Buying
Navwealth: NavTalk Podcast
Join co-hosts Jami Prowse and Daniel Duan as they explore the world of home buying with special guest Sally Prowse, Director of Finance and Lending at Navwealth. In this episode of NavTalk, the team delves into the crucial steps to take before bidding at a home auction, emphasizing the importance of pre-approval. Discover the three S's—serviceability, Security, and Strength of Character—used by banks to assess financial readiness and learn about the vital role of mortgage brokers in breaking down costs, understanding budgets, and securing the best rates. The discussion also touches on...
info_outline
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...
info_outline
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. ...
info_outline
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...
info_outline
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...
info_outlineSenior Financial Advisers, Alistair Mettam, joins NavTalk host, Simon Prowse, to talk through why superannuation isn’t simple. He takes us through some of its complexity, the different types of super funds and contributions you can make, and the opportunities available.
Alistair shares his journey to becoming a financial adviser and why he became a superannuation specialist. Super is a core element of financial planning, and Alistair explains why it is important to ensure that you have the right strategy for your situation and what investments you could consider.