Podcast: Wealth Coffee Chats

In this Wealth Coffee Chats episode, Anthony Wolfenden, Tax Financial Advisor at Positive Tax Solutions, breaks down one of the most misunderstood areas in Australian property taxation — the Principal Place of Residence (PPR) capital gains tax (CGT) exemption and how it changes when you move overseas. Using clear real-world examples, Anthony explains how the…

In this inspiring Wealth Coffee Chats episode, Positive Real Estate advisor Bob Proven shares the remarkable journey of Dave and Jess, a hardworking Aussie couple who turned financial frustration into a quarter-million-dollar success story. Despite earning solid incomes, they felt stuck—unsure how to grow their wealth or even if they could afford another investment. Through…

In this episode of Wealth Coffee Chats, senior mortgage broker Sarah Shome unpacks a quiet regulatory shift that could completely transform the Australian lending landscape. For decades, the big four banks have held an invisible advantage through their “internal risk-based” (IRB) capital models—supercomputers that let them hold less cash in reserve and undercut smaller lenders….

In this insightful episode of Wealth Coffee Chats, Alex from Fenton Financial dives deep into one of the most overlooked opportunities for first-home buyers – combining the 5% Deposit Scheme with the First Home Super Saver Scheme to get into the property market faster and smarter. Whether you’re a young professional dreaming of your first…

In this episode of Wealth Coffee Chats, host Kat Schostit breaks down Victoria’s newly announced Portable Rental Bond Scheme and what it means for property investors, landlords, and renters. Following a fresh media release from Premier Jacinta Allan, Kat dives into the government’s promise to “give renters one less thing to worry about” – but…

In this episode of Wealth Coffee Chats, host and property investment coach Jared reveals one of the most overlooked yet powerful habits every property investor should master – negotiating better interest rates. Whether you’ve got a single mortgage or a multi-property portfolio, a simple 15-minute phone call to your bank could save you thousands of…

It’s time to know your numbers! Many investors still let emotion cloud their judgment, but property investment coach Karen Chavez shows you how focusing on the data can unlock massive savings. Using a detailed client example, she breaks down the after-tax costs of living in your home versus renting it out (rentvesting). Discover how the…