Podcast: Wealth Coffee Chats

In today’s Wealth Coffee Chats Financial Planning Edition, Alex breaks down one of the most common questions investors ask: “What actually happens when you engage a financial advisor?” For many people, meeting an advisor for the first time can feel overwhelming or unfamiliar. This episode provides a transparent, step-by-step walkthrough of the entire journey —…

In this Property Management Edition of Wealth Coffee Chats, Kash dives into one of the most overlooked—but absolutely essential—parts of being a successful property investor: landlord insurance. Too many investors take the wrong policy, rely on whatever the bank offers, or—worse—skip landlord insurance altogether. Kash shares real examples from the field, common traps investors fall…

In this Tax Edition of Wealth Coffee Chats, Kim Wolfenden breaks down one of the most confusing areas for property investors: what you can claim as tax deductions when buying house-and-land for investment. The ATO’s rules have shifted several times in recent years, leaving many investors unsure about deductions for vacant land, construction loans, tiny…

In this fun and insightful Wealth Coffee Chats episode, James explores one of the most unexpected—but powerful—teachers of property investing: Monopoly. From buying boldly to staying in the game when the dice don’t roll your way, Monopoly mirrors real-world investing more than most people realize. James breaks down the biggest investment lessons hidden inside the…

In this episode, Sarah from the Positive Money team unpacks the latest updates in the lending world as banks and lenders outline what to expect heading into 2026. With news headlines stirring concern—especially around DTI restrictions and lenders stepping back from trust lending—Sarah cuts through the noise to clarify what’s really happening behind the scenes….

In today’s Wealth Coffee Chats, Alex breaks down the latest inflation numbers released for October—showing a sharp rise to 3.8%, along with a slight drop in unemployment. These two metrics form the backbone of the RBA’s interest rate decisions, and together they paint a picture every investor and mortgage holder needs to pay attention to….

Is tightening rental affordability just media noise—or a genuine warning sign for investors and landlords? Cass Sjostedt dives into real market data, rent-to-income ratios, and PropTrack insights to uncover whether we’re heading toward greater investor opportunity or rental market pressure. In this episode of Wealth Coffee Chats, Cass shares: • Rental stress insights across Perth,…

The controversial Div 296 Super Tax is changing — but not going away. In this Tax Tuesday update, Anthony Wolfenden from Positive Tax explains what’s now on the table, how it impacts balances over $3 million, and why the government’s approach could affect every superannuation fund holder, not just the wealthy. Learn what’s changed, what’s…

In this powerful mindset-focused episode, Emily Miller explores the psychology behind why so many property investors delay decisions, hesitate in growth markets, or hold on to poor-performing assets. Drawing from Nobel Prize-winning Prospect Theory by Kahneman and Tversky, Emily breaks down the 4 key psychological behaviours that influence how we perceive risk, loss, and opportunity…

In this Finance Friday edition of Wealth Coffee Chats, we dive into the latest interest rate movements, lender behaviour, and what the lead-up to Christmas means for anyone trying to secure finance. With rate cuts now unlikely for the rest of the year—and mixed predictions for 2025—Alex breaks down what banks are really signalling through…