Financial Secrets Revealed

Updated: 23 Apr 2024 • 43 episodes
www.wealthplanningpartners.com.au

The podcast is based on Amanda Cassar's book: Financial Secrets Revealed and asks people from all walks of life about their money journey. Whether surviving on Government pensions; or thriving with multi-million dollar enterprises or running global charities; Amanda wanted to go behind the scenes and unveil the financial secrets behind the people. These interviews do a deep dive into people's money stories, the lessons they've learned, how they've overcome setbacks and asks about the legacies they'd like to leave behind.  Amanda is a writer, dreamer, author, blogger, regular traveler, business owner, friend, mother, wife and philanthropist. She loves good food, great wine, the company of her friends and family and a fabulous pair of heels. She totally believes that life is meant to be lived and has trekked the Bwindi Impenetrable Forest in Uganda to see the endangered Mountain Gorillas, has gone scuba diving from Lake Malawi to the Cook Islands and has her motorbike license.  Amanda is the sole Director of Wealth Planning Partners, a financial advisory firm and Trusted Aged Care Services, helping families navigate the maze of Aged Care. She is a proud supporter of the financial services industry and a champion for raising financial literacy levels. Season 1 interviews those who appeared in the book. Season 2 shines the spotlight on Financial Abuse. Season 3 we Meet the Experts. This podcast is for entertainment and educational purposes only. It does not replace professional financial, tax or legal advice. Any advice is general in nature and takes no account of your personal objectives, situation or needs.  Because of that, you need to consider if you should act on the information. If you purchase any product mentioned in this podcast, you should read the Product Disclosure Statement and obtain appropriate financial advice that is tailored to your personal needs.

Show episodes

23 Apr 2024 • EN

FSR Season 3 - Chris Joye

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.  Amanda Cassar meets with Chris Joye here, Founder of Coolabah Capital.  Chris has been selected as one of FE fundinfo’s Top 10 “Alpha Managers” based on his risk-adjusted performance throughout his career. He has previously worke

32 min
00:00
32:25
No file found

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.  Amanda Cassar here meets with Grant Hackett OAM, an Australian swimmer, most famous for winning the men’s 1500 metres freestyle at the 2000 and 2004 Summer Olympics.  Grant’s longest career, however, has been in financial service

43 min
00:00
43:59
No file found

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.  Amanda Cassar here meets the author of 4 Amazon best-sellers and a two-time TED talk speaker with nearly 6 million views – Adam Carroll.  Adam is the creator of Broke, Busted & Disgusted, a documentary on finances that has aired

39 min
00:00
39:50
No file found
13 Feb 2024 • EN

FSR Season 3 - Mark Bolton

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.  Amanda Cassar here meets the best-selling author of ‘The Gen Z Money Manual: Mastering Our New Economy,’ Mark Bolton.  Mark is a veteran of the banking and consulting industries, having held senior positions with PWC, Goldman Sac

39 min
00:00
39:33
No file found
06 Feb 2024 • EN

FSR Season 3 - LJ Collyer

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.  Amanda Cassar here meets Head of Adviser Distribution of Allan Gray Australia, South African born LJ Collyer.  LJ has a strong background in financial services and holds an MBA focused on Private Equity, Securities analysis, and

33 min
00:00
33:57
No file found

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets the Growth Architect herself, Beata Chelette.  Beate helps visionaries and leaders with proven strategies, blueprints and growth maps that provide clear steps to improve business systems.   A first-generat

40 min
00:00
40:57
No file found