Navwealth: NavTalk Podcast

Welcome to NavTalk In Series 3 of Navtalk, we will cover a broad range of topics, with guests and interviews designed to be educational, informative, inspirational, and at times, fun.

Navwealth Integrated Advice - The Complete Picture 05/17/2024

Navwealth Integrated Advice - The Complete Picture 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 from Craig and Simon about the advantages of Navwealth's holistic approach and gain a preview of what's next for the company. If you're interested in comprehensive financial services that cover all aspects of your financial life, this episode is a must-listen. Don't forget to subscribe and leave a review if you enjoyed our discussion on integrated financial services and the Navwealth Way. Stay tuned for more insights in our upcoming episodes. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/31349277

NavTalk Year-End Roundtable: Reflecting on 2023 12/14/2023

NavTalk Year-End Roundtable: Reflecting on 2023 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. Sally Prowse discusses the dynamic landscape of finance, emphasizing her role in assisting clients in navigating the transition from fixed to variable home loan rates amid rising interest rates. Simon Prowse shares insights from the tax sector in 2023, including the impactful merger with Julie and Steve Johnston from Johnston Associates. This strategic move has expanded Navwealth's ability to offer a wider range of services through its integrated model. The team also shares their perspectives on what 2024 might hold for Navwealth and the financial advisory sector. As this episode wraps up, the Navwealth team extends heartfelt gratitude for the unwavering support received throughout 2023, and the team at Navwealth looks forward to reconnecting in 2024. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/29069723

Penrith Men's Walk and Talk 11/06/2023

Penrith Men's Walk and Talk 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 mission goes beyond physical activity; it's about creating a compassionate space for men to express their emotions and vulnerabilities, which are often suppressed in today's society. Recognising the profound need for such a supportive community, the idea quickly gained traction through the power of social media, reaching and impacting countless lives. In the 237 weeks since its inception, the Penrith Men's Walk and Talk has proudly hosted 207 walks. The commitment to their cause goes beyond mere numbers; the founding members have undertaken specialized mental health training, ensuring they're equipped to aid any man who joins them on their walks. Their efforts haven't gone unnoticed. Collaborations with other esteemed organizations have amplified their reach and fortified their mission. Every step taken around the Penrith Great River Loop resonates with the group's ethos: walk together, talk together, and support one another through life's intricate tapestry. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/28525556

Journey Unearthed: Danny's Odyssey in Travel & Treasures 10/17/2023

Journey Unearthed: Danny's Odyssey in Travel & Treasures 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 brought him to where he stands today. Danny's life journey began with aspirations in art school, leading him to discover his talents lay elsewhere. His career took an unexpected turn when he joined the travel industry, swiftly ascending to a managerial role at Flight Centre, where he acquired essential business skills. Transitioning into international logistics, he worked as a United Nations contractor, navigating the complexities of peacekeeping missions and gaining insights into the intricacies of global logistics. Today, Danny runs his own business, Solve Travel Management, bringing his wealth of experience to the world of travel and logistics. Join us in this distinct episode as we explore the unique world of travel collectibles and the remarkable path of Danny Cahalan. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/28338635

Navigating Loss and Legacy: Honoring Loved Ones 09/24/2023

Navigating Loss and Legacy: Honoring Loved Ones 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 consultancy she founded in 2006, joins us. Jenny is a marketing strategist extraordinaire with 17 years of expertise in empowering financial services organisations, financial advisers, and business owners to thrive in an ever-evolving landscape. Jenny is also a wife, mother, and nanny; family and friends are at the heart of everything she does. Tune in to this touching episode as we explore the intricate web of emotions, arrangements, and legacies that emerge when a loved one leaves unexpectedly. Join Jenny and Simon as they navigate the delicate path of honouring wishes, even in the face of loss. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/28142585

Business in a Spotlight: Man Shed Auctions 09/12/2023

Business in a Spotlight: Man Shed Auctions 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 allure and ever-expanding collectors' market with us. Learn how Man Shed Auctions can be your go-to destination to discover and sell valuable items right from the comfort of your home. Whether you're a passionate collector or simply searching for distinctive pieces to adorn your space, this episode promises an intriguing journey through the world of unique finds. Gain valuable insights into the art of collecting and uncovering hidden gems at Man Shed Auctions and how Jason's expertise in business and sales shines through. Don't miss out on this enlightening conversation that shines a spotlight on the art of collecting and the world of unique treasures! /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/28006545

Harnessing Performance: Unleashing Cognitive Energy Mastery 08/28/2023

Harnessing Performance: Unleashing Cognitive Energy Mastery 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 imperative to help individuals achieve peak performance without sacrificing their well-being. In this episode, Vanessa shares how this revelation sparked an entrepreneurial fire, resulting in the birth of Next Evolution Performance. Through this groundbreaking platform, she's seamlessly woven her financial expertise with her psychological insights. Through workshops, coaching, and innovative techniques, Vanessa empowers leaders to harness their cognitive energy, promoting productivity and reducing burnout. Join us on this captivating journey as Vanessa unveils the transformative potential of cognitive energy mastery. Discover how her visionary approach is reshaping the landscape of business and corporate success by nurturing high-performance cultures, reducing stress, and cultivating profound well-being. Tune in to NavTalk for an eye-opening conversation that explores the synergy of performance enhancement and mental well-being. With Simon Prowse as your guide, prepare to explore a new path to success rooted in cognitive energy mastery. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/27864807

Beyond the Field: From Rugby Star to Financial Adviser 08/13/2023

Beyond the Field: From Rugby Star to Financial Adviser 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. Transcending the boundaries of the rugby pitch, Drew ventured into academia, earning an undergraduate degree in business economics while carving a path as a promising rugby player with the NSW Waratahs. Postgraduate studies in finance and investment seamlessly guided him toward his current vocation as a trusted financial adviser. Drew's story isn't just one of professional evolution; it's a tale of strategic resilience with the creation of Zone Financial, a financial advisory business founded hand in hand with his wife, Kathy. Don't miss this episode, as Drew's inspiring narrative offers invaluable insights for those navigating the transition from sports to a successful career in the financial world. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/27719733

Planning for Aged Care 07/31/2023

Planning for Aged Care 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 emphasises the importance of planning for aged care needs earlier. Understanding the complexities involved and the strain it can place on families without the right advice, he advocates for having difficult conversations early when loved ones show signs of needing care. Facing the challenges of providing the best care for his mother, Norry collaborated with Andrew to find a solution that preserved her assets while ensuring she received the care she needed. Selling her house wasn't the right option at the time, and Andrew's expertise in aged care planning proved invaluable in developing a personalized solution. Tune in and be inspired by Norry's story as he highlights the importance of compassionate planning and expert guidance in ensuring the well-being of our loved ones during their aged care journey. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/27608694

Business in a Spotlight: East Coast Marine 07/13/2023

Business in a Spotlight: East Coast Marine 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 underwater exploration to spearfishing and exhilarating encounters with magnificent sea creatures, Dave and Brendon fearlessly embrace it all. With a focus on high-quality SPS and LPS corals, East Coast Marine takes pride in their meticulous processes. Every product undergoes a minimum two-week tank hardening process and thorough acclimation to ensure optimal health. Their dedication to customer satisfaction shines through as they source unique and hard-to-find species upon request. With experienced staff and a meticulous grading process, they guarantee the healthiest specimens. And when it comes to safe delivery, their proven packaging method ensures secure transportation. Get ready to be excited, motivated, and educated as we explore the breathtaking natural beauty of Australia's Great Barrier Reef. Whether you're a water enthusiast or simply seeking inspiration, this episode is sure to captivate your imagination and leave you in awe of the wonders of the sea. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/27427968

Introducing Johnston Associates 06/29/2023

Introducing Johnston Associates Introducing Johnston Associates, a powerhouse duo in the world of accounting. Meet Julie and Steve Johnston, the dynamic founders of this esteemed accounting firm based in Brookeville, Sydney. Julie brings over 35 years of experience as a seasoned public accountant and taxation professional. Her passion lies in providing professional care to clients while genuinely investing in their financial and personal well-being. Steve brings a wealth of experience as an accomplished accounting professional, complementing Julie's expertise. Together, they co-founded Navwealth Accounting Team, creating a welcoming environment where clients feel like part of the family. Their commitment to building trust and nurturing relationships has made a lasting impact on their client’s financial success. In this special edition with Simon Prowse, we delve into the remarkable journey of Julie and Steve Johnston. Discover their recent merger with Navwealth and the integration of their expertise into our team. Gain insights into their shared vision and learn how they will play vital roles in the future of Navwealth. Don't miss this captivating episode where we explore the fascinating world of accounting with our special guests, Steve and Julie Johnston. Tune in now and be inspired by their incredible story! /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/27310146

Tax Talk - Getting Tax Ready 06/19/2023

Tax Talk - Getting Tax Ready Join our host, Simon Prowse, Director of Accounting, along with the experts from Navwealth Accounting and Bookkeeping Combined, as they guide you through the intricacies of tax preparation and planning. In this episode, Hayley Kalms, Director of Bookkeeping, and Hugo Furzer, Business Services Manager, share their invaluable insights on navigating the financial landscape and achieving your life's goals. They will cover essential steps to stay ahead, from maximising tax benefits to understanding what to expect in your tax returns. Prepare for the upcoming financial year as we equip you with the knowledge and tools to thrive financially. Don't miss our exclusive links to Navwealth's preparation checklists, ensuring you're fully prepared before June 30th, 2023. Join us on NavTalk and get ready to make the most of your finances and set yourself up for success in the year ahead! /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/27190311

Cyber Security: Safeguarding Yourself and Your Business 06/13/2023

Cyber Security: Safeguarding Yourself and Your Business In this episode titled "Cyber Security," join host Simon Prowse as he invites Gerald Chow, the Managing Director of Zeno IT, and Daryn Craine, a Systems Engineer at Zeno IT, to explore the fascinating realm of AI software and the potential cyber threats it poses. Zeno IT, a trusted managed IT service company, has provided ongoing support and IT infrastructure management for small businesses for over 22 years. Discover the impact of lax cybersecurity practices on individuals and businesses alike. Join Simon and our guests as they delve into the risks and consequences that await those who aren't cautious in the digital landscape. From data breaches to ransomware attacks, our experts shed light on the ever-evolving cyber threats that can disrupt lives and businesses. Gain valuable insights on how to safeguard yourself and your business from these potential dangers. Gerald Chow and Daryn Craine share their expertise and discuss best practices to protect sensitive data, secure networks, and fortify your digital presence. Learn about the importance of robust cybersecurity measures and the proactive steps you can take to mitigate risks. Understanding potential vulnerabilities is crucial as technology advances and AI becomes more prevalent. Tune in for a thought-provoking discussion safeguarding your digital assets. Join Simon Prowse and our expert guests for this enlightening episode as we uncover the world of cyber threats and provide practical advice to help you navigate the complex landscape of cybersecurity. Visit their website at for more information, and don't miss out on gaining valuable insights that will empower you to protect yourself and your business. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/27132306

New Season: What’s happening in series 3? 06/05/2023

New Season: What’s happening in series 3? Welcome to another season of NavTalk - NavTalk Series 3 presented by the Navwealth Financial Group. What’s happening in series 3? /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/27043269

Property - It's Never too Early to Start the Journey 02/07/2023

Property - It's Never too Early to Start the Journey Sally Prowse from Navwealth Finance joins Simon Prowse in this special episode of NavTalk 2.0 with Buyers Agent Claudia Brooks. Claudia shares with Sally and Simon her experience with purchasing a property and the key considerations in her property journey. She touches on why it’s important to set clear goals on what you want, be determined and have the right mindset. It’s okay to learn along the way what you need to do and with focus, you can start early to reach your property goals. As a young woman, Claudia has achieved some great outcomes with her property journey and this episode can help you get started too! /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/25851531

End of Year Wrap Up 12/13/2022

End of Year Wrap Up NavTalk host Simon Prowse has three guests from the Navwealth team join him in this special episode to wrap up 2022. His guests, Craig Banning – Navwealth CEO, Hayley Kalms – Director of Bookkeeping Resources; and Sally Prowse, Head of Navwealth Finance, all reflect on the past year and what we should be preparing for in 2023. Simon speaks with each guest on the key highlights from their area of expertise, and then he flips the hosting duties to Craig for some Q&A on what’s been happening in tax and accounting. Craig shares his thoughts on the importance of an integrated business to support clients and the benefits of a holistic view to achieve great outcomes. Thanks for sharing NavTalk with us this year! /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/25309512

Greg's Story - An Integrated Advice Experience 12/02/2022

Greg's Story - An Integrated Advice Experience Navwealth client, Greg Whalley joins NavTalk host, Simon Prowse and Senior Financial Adviser Alistair Mettam. Join us as Simon and Alistair travel interstate to speak with long-term client, Greg, on his experiences with Navwealth. Greg is a self-employed dentist and, along with his wife, was initially referred to Navwealth back in 2012. Since then, Greg has shared his advice journey with the Navwealth team's help getting clarity on his goals and objectives, structuring his business effectively and developing his retirement plan. This episode shares the true power of integrated advice and the importance of planning early and working closely with a team that understands what outcomes you are aspiring to. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/25196553

Structuring for Success Part 2: Selling the Business - Planning the sale 11/22/2022

Structuring for Success Part 2: Selling the Business - Planning the sale In Episode 15, Part 2 of Structuring for Success, Hayley Kalms continues her discussion with Simon Prowse; however, they shift gears to focus on planning the sale of your business. Simon steps you through the key steps to selling your business, planning the sale, and the timing of the sale. In Part 1, Simon shared the key considerations for choosing the right business structure for his clients. In Part 2, he covers the CGT implications when selling your business. If you are considering the next stage in your business, plan with the end in mind and check out this episode to make sure you understand the tax implications when planning the sale of your business. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/25094847

Structuring for Success Part 1: Business Foundations 11/09/2022

Structuring for Success Part 1: Business Foundations In this episode of NavTalk, Simon Prowse is stepping out of the hosting role and passing the microphone to Hayley Kalms, Director of Bookkeeping Resources at Navwealth. Hayley explores with Simon the steps you need to take to structure your business from the beginning with the end in mind. As Director of Accounting & Consultancy at Navwealth, Simon knows the importance of having the proper structure in place and planning for the sale of a business at the beginning to achieve business success. In part one of this episode, Simon shares the key considerations and the process he applies to choose the right structure for his clients. Hayley and Simon review the four fundamental classes of business structures available and talk through the drivers used at Navwealth to establish the correct business structure for clients. Whether you are just starting your own business or purchasing an existing business, this episode gives you what you need to structure for success and get your business foundations right. Watch out for Part 2 – Selling your business and planning the sale. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/24951453

Parkinson’s Disease – The Catalyst Programme: Hope does exist 10/12/2022

Parkinson’s Disease – The Catalyst Programme: Hope does exist Michael Katz shares with NavTalk host Simon Prowse his background and journey to getting involved with Shake It Up and establishing the Catalyst Programme. Michael’s background is in the corporate world and running businesses with a long career with organisations such as Morgan Stanley, Commonwealth Bank and ING. Just as Mike was retiring from the corporate sector, Parkinson’s Disease became part of his family’s life when his wife, Frederique, was diagnosed. Quickly coming from a general understanding of what Parkinson’s Disease is to understand that Parkinson’s is a very tough disease. It is an extremely difficult disease to diagnose with a clinical diagnosis and a series of tests completed by a neurologist. Mike was spurred on to learn more. He explains coming across the Shake It Up Foundation, the red tape involved in fast-tracking funds to progress research into Parkinson’s Disease, and how The Catalyst Programme came about. If you or someone you know would like to know more about Shake It Up Foundation and The Catalyst Programme, head here: . /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/24638058

So you want to be a PT! 09/28/2022

So you want to be a PT! Personal Trainer Ben Mellen from outdoor training business Benofit joins NavTalk host Simon Prowse. Ben has over 20 years of personal training experience working in some of Australia’s biggest gyms. “It’s never too late to get into exercise, says Ben, as you get older, strength becomes increasingly important”. He shares his love and passion for what he does and how he successfully transitioned to outdoor gyms, which are the new norm due to Covid. If you are considering becoming a PT, Ben outlines the qualifications required and reinforces that you need to treat what you do like a business. The benefit of exercise is key to everyone and their longevity, so listen in for all of Ben’s tips. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/24512793

Want to buy a house? Get 'finance ready'. 08/30/2022

Want to buy a house? Get 'finance ready'. Sally Prowse is from Sandcastle Finance and a joint venture partner of Navwealth Finance as a specialist lender and is our NavTalk guest in our latest episode. As owner and director of Sandcastle Finance for several years, Sally knows what it takes to get a mortgage by getting smart, savvy and money matters. Sally shares with Simon why a money mindset counts and the importance of the Super 3S’s so you can be finance ready. This episode contains excellent tips to help you frame it up and get a mortgage. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/24208899

Simply super. Super is not simple or is it? 08/10/2022

Simply super. Super is not simple or is it? Senior 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. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/24013899

So, it's time to sell your business 08/02/2022

So, it's time to sell your business Back for part 2 in episode 9, Peter Hickey joins Simon Prowse to discuss the reality of selling your business. Peter has previously shared his business success with us. In this episode, he discusses the importance of planning your exit to maximise the value of your business at the time of selling. He shares the lessons learned from selling two businesses and how you can prepare as a business owner. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/23933436

Not Just a Will – A Smart Will 07/04/2022

Not Just a Will – A Smart Will Preparing 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. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/23623673

Ingredients to a successful business – The Coffee Shop Example 06/16/2022

Ingredients to a successful business – The Coffee Shop Example What are the ingredients to run a successful business? Successful business owner, Carl McLaughlin joins host Simon Prowse to share his experience and how he eventually sold his coffee shop after 14 years of operations. Learn the tips and traps from Carl’s journey and how to identify opportunities to create your own successful business. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/23445797

The Art of Retiring – Its All in the Planning with Stuart Hollman 06/02/2022

The Art of Retiring – Its All in the Planning with Stuart Hollman Host, Simon Prowse chats with Stuart Hollman, he is a financial planner with Navwealth Financial Group and former director. As a financial planner, Stuart knows firsthand the importance of planning your retirement so that you can enjoy the fruits of your labour when it comes. Like anything in life, Stuart believes the more you put in the more you will get out of planning your retirement as an end result. He shares his thoughts on starting early, getting advice and the good and bad once you’re in retirement. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/23302892

Special Episode - It's Tax & EOFY Planning Time 05/19/2022

Special Episode - It's Tax & EOFY Planning Time The end of the financial year (EOFY) is looming and now is the time to start to review, consider and act or at least plan for actions before June 30. In this special episode of NavTalk 2.0, we explore the year-end tax planning process and review options and considerations in planning for the 30th of June. Director of Bookkeeping at Navwealth, Hayley Kalms joins our regular host Simon Prowse to discuss the key areas that you stop and consider before the end of the financial year. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/23160803

Starting a business...It's all in the planning - Part 1 with Peter Hickey 05/11/2022

Starting a business...It's all in the planning - Part 1 with Peter Hickey So, you want to start a business! Entrepreneur, business advisor and coach, Peter Hickey, joins host Simon Prowse to discuss how to get the foundations right from the start. Peter shares his own business success story and how you too can scale and grow with the right plan, people, and systems to help you get there. In a highly competitive world, knowing when to seek help and having a business advisor could be the difference to you having a successful business; listen in as Peter gives you his insight. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/23074697

Demystifying Aged Care - The How-To Guide to Getting It Right with Andrew Wem 04/19/2022

Demystifying Aged Care - The How-To Guide to Getting It Right with Andrew Wem Aged Care can be a mystery that we often have to unravel when we reach a certain stage in life. Whether you are considering aged care for yourself or someone you care for Navwealth Aged Care Specialist, Andrew Wem is ready to demystify this complex topic. Host, Simon Prowse talks with Andrew about some of the challenging aspects of Aged Care for families and loved ones. Andrew shares when you should start the process and provides his key tips. /episode/index/show/b1c89736-5e59-4a0e-9e04-ed0409a54d76/id/22749092

Navwealth: NavTalk Podcast

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