Welcome to ‘Conversations on Wealth’ — a podcast series that explores financial complexities and modern strategies for the discerning investor. Brought to you by ROPAN Financial Services founders and advisors Jason Panozzo-Tile and Rodney Gilham, who share their cumulative years of experience helping people of all ages as they seek financial independence.
In this podcast we’re covering off some of the financial planning fundamentals and advice for those who may never have worked with a financial planner prior. So, why do you need a financial planner? We start the discussion by exploring with some basic strategies pertaining to end of financial year, given that this episode was recorded during the month of May.
We also discuss potential tax planning strategies such as the instant asset write offs for vehicles or other major asset purchases, the benefits of topping up superannuation, and less well known initiatives like the ‘bring forward rule’ and when and where someone might consider employing a corporate beneficiary.
Rodney and Jason explore some of the pros and cons of the current market, things to consider, and the knock on effects of situations that emerge from assets being passed along as inheritances from deceased estates. Jason touches on the benefits of compound interest garnered from years and years of sticking to the plan, reminding us that in the world of financial advice, strategy is king. If weighing up options, get a plan that is tailored to your needs, specifically because there is no true one size fits all approach to wealth.
The land of financial advice, with lots of shamans and opinions can be hard to navigate. For some trustworthy, open, experience dialogue and debate, tune into future episodes of ‘Conversations on Wealth’ with host John, and advisors Rodney and Jason to educate yourself and make some informed decisions for your and your families financial wellbeing. Don’t forget also, if you’d like to discuss any of these topics with further, feel free to contact Rodney or Jason direct through our website
Disclaimer: Discussions within this podcast are of a general nature and do not constitute personal financial and investment advice. It is of critical importance to seek your own independent professional advice before making any investment decisions appropriate to your personal financial needs, situation and objectives.
