Podcast: Wealth Coffee Chats

In this episode of Wealth Coffee Chat, Alex breaks down the fallout from Tuesday’s RBA interest rate hike—a move that has effectively reversed the recent cuts and brought the cash rate back to the levels seen after the infamous 13-consecutive-rise streak. With Australia potentially staring down a technical recession and stagflation, we pivot from the…

Today is “D-Day” for Australian mortgage holders and investors alike. As the RBA board convenes this morning, the financial community is split on a high-stakes question: to hike or to hold? With crude oil prices surging and inflation still well above the target band, we dive into the data points that are keeping Governor Bullock…

Happy May the 4th! On this special Monday edition of Wealth Coffee Chats, Bob Proven explores the “invisible force” of the financial world: compounding growth. Much like the Force, compounding is always present and incredibly powerful, but it only rewards those who learn to use it—and more importantly, those who have the patience to let…

It is Friday, May 1, 2026, and the lending landscape is feeling a bit like a high-stakes game of chess. With fuel prices finally plummeting—providing some rare relief at the pump—the attention has turned sharply toward next Tuesday’s RBA meeting. As cost-of-living pressures continue to bite and interest rates remain on an upward trajectory, the…

On a “crispy” Melbourne Thursday, we dive into the latest inflation data released yesterday, and the news isn’t exactly what the market wanted to hear. With the March monthly inflation figure hitting 4.6% and the underlying rate sitting at 3.3%, we are officially back in “sticky” territory. This episode breaks down why this spike is…

It’s tax season at Wealth Coffee Chats, and today we’re diving into the “holy grail” of Australian tax: the Principal Place of Residence (PPOR) exemption. While your home can be 100% tax-free, things get complicated the moment life changes—whether you’re buying a second home, moving in with a partner, or turning your old place into…

It’s a unique Monday in April 2026—while parts of the country enjoy a public holiday, Melbourne is coming off a massive heatwave. In this episode, Fadi from the Melbourne advisory team dives into one of the most common frustrations for investors: the “waiting period” between property purchases. Whether you are waiting three months or two…

They say the fastest way to become a millionaire in Australia was to buy a house in 1995 and simply stop checking the price for 30 years. But in April 2026, the “buy and wait” strategy is facing a new gauntlet of economic pressure. With the RBA signaling that rates aren’t high enough and Westpac…

With only two months left in the 2026 financial year, the window for proactive tax planning is closing fast. In this episode of Coffee Chats, Alex breaks down why waiting until July to see your accountant is the most common mistake investors and business owners make. We explore the critical “middle ground” between minimizing tax…

We are entering a “genuinely interesting” economic moment—the kind where an accountant’s phone call usually starts with bad news. With the conflict in the Middle East escalating and the Strait of Hormuz effectively restricted, oil prices and freight costs are surging just as inflation was beginning to cool. This episode breaks down the “leading edge”…