
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 international financial market from the University of Cape Town. We discuss the philosophy of Allan Gray to take a contrarian approach, apply it consistently and invest for the long term. We break down exactly what contrarian investing is and how patience, discipline and paying attention can work in your portfolio. We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed hearing more about the Contrarian style from our expert, LJ. This podcast is for general information purposes only. It does not take into account your personal circumstances or goals and is not to be considered personal advice. Please discuss your needs with your financial adviser. Offer Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books Booktopia: Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | Booktopia Barnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com) Connect with LJ LJ Collyer | LinkedIn – LJ’s LinkedIn profile Allan Gray Australia: Overview | LinkedIn – Allan Gray Australia LinkedIn profile Our investment approach | Allan Gray Australia – Learn more about Allan Gray’s approach to Investing GuideToContrarianInvesting.pdf (allangray.com.au) – Allan Gray’s Guide to Contrarian Investing Home | Orbis | Invest Differently Orbis Investments Website FinancialStandardGuideToContrarianInvesting.pdf (allangray.com.au) – Financial Standard Contrarian Investing Guide Follow Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedIn Websites: https://amandacassar.com.au/ https://www.wealthplanningpartners.com.au/ (company website) https://trustedagedcare.com.au/ (company website) Financial Adviser - Amanda Cassar (adviserratings.com.au) Support the show
Feb 6, 2024
33 min

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-generation immigrant who found herself $135,000 in debt as a single parent Beate bootstrapped her passion for photography into a global business that licensed content into 79 countries. She exited in a multimillion-dollar deal when she sold the company to Bill Gates. She is the Podcast host of The Business Growth Architect Show and listed amongst the “Top 100 Global Thought Leaders” by PeopleHum and “One of 50 Must Follow Women Entrepreneurs” by HuffPost. We’re enjoying Meeting the Professionals in Season 3 and hope you enjoy hearing Beate’s story and tips. Offer Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: BooksBooktopia: Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | BooktopiaBarnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)Connect with BeateBeate Chelette | LinkedIn Growth Architect - YouTubeGrowth Architect | Facebook Beate Chelette (@beatechelette) • Instagram photos and videosBeate Chelette (@BeateChelette) / X (twitter.com)Beate Chelette is the Growth Architect and a Business StrategistFollow Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedInWebsites: https://amandacassar.com.au/ https://www.wealthplanningpartners.com.au/ (company website)https://trustedagedcare.com.au/ (company website)Financial Adviser - Amanda Cassar (adviserratings.com.au)Support the show
Jan 30, 2024
40 min

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.Amanda Cassar here meets Betashares Senior investment Strategist, Cameron Gleeson. Cameron’s responsibilities span supporting all distribution channels and working alongside the portfolio management team. Cameron holds a Bachelor of Commerce from the University of WA and a Master of Commerce (Hons) from Uni of NSW.Betashares serves thousands of advisers and over 900,000 investments. They currently manage over $28Bn in assets across the broadest range of ETFs on the market.Betashares has a history of innovation and a strong reputation as a pioneer in the Australian ETF industry. They make investing accessible and affordable and offer the broadest range of ETFs on the ASX.We’re enjoying Meeting the Professionals in Season 3 and hope you enjoy Cameron’s insights into the world of ETF investing.Offer Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: BooksBooktopia: Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | BooktopiaBarnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)Connect with CameronCameron Gleeson | LinkedInOur funds | Betashares - Betashares Funds2022-stewardship-report.pdf (betashares.com.au) Betashares Stewardship Report 2022 (ESG)Follow Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedInWebsites: https://amandacassar.com.au/ https://www.wealthplanningpartners.com.au/ (company website)https://trustedagedcare.com.au/ (company website)Financial Adviser - Amanda Cassar (adviserratings.com.au)Support the show
Jan 9, 2024
36 min

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.Amanda Cassar here meets the executive coach for CEO’s Aasha T. LaCount. Aasha breaks down how our emotional and energetic intelligence can’t be ignored when it comes to money and how our thoughts can impact how we invest, create wealth, and succeed.We will do a deep dive into what some may consider a little ‘woo-woo’ when it comes to money and see if the results can be real.We’re enjoying Meeting the Experts in Season 3 and hope you enjoyed meeting Aasha.We trust you’ve gained lots of insights and understand a little more about how focusing on our emotional intelligence can add value to our portfolios.Offer Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: BooksBooktopia: Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | BooktopiaBarnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)Connect with AashaHome | BeyondEQ InternationalAasha T. LaCount | LinkedInFree 45-Minute Emotional Intelligence Training (beyondeqintl.com) Free Training for Emotional intelligence SkillsEnergy In Motion with Aasha T. - YouTubeCourses & Workshops - BeyondEQ International (aashathealing.com)Follow Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedInWebsites: https://amandacassar.com.au/ https://www.wealthplanningpartners.com.au/ (company website)https://trustedagedcare.com.au/ (company website)Financial Adviser - Amanda Cassar (adviserratings.com.au) Support the show
Dec 19, 2023
29 min

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.Amanda Cassar here meets leading financial advisor, CEO, Author, public speaker, Entrepreneur, Media Contributor, and Mindfulness Thought Leader, Spencer Sherman. Spencer is the Founder of Abacus Wealth and loves to teach how to increase money mindfully.Spencer has an MBA from Wharton and integrates hands-on practical insights with immersive experiences and powerful stories to shed new light on the practice of business and leadership.Spencer is the author of The Cure for Money Madness and teaches in The Inner MBA Program at New York University. He loves sharing how being more mindful and intentional with finances can bring freedom and ease into your money Iife.We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed Spencer’s insights.This podcast is for informational purposes only. The opinions expressed are not the opinions of Abacus Wealth Partners, the firm that Spencer founded. Should you wish to connect with a financial advisor, we welcome you to schedule a free introductory 15 minute phone call. Once your financial needs are understood, we would be happy to help you find the best fit.Offer Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: BooksBooktopia: Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | BooktopiaBarnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)Connect with SpencerAbacus Wealth Partners | Financial AdvisorsSpencer Sherman, MBA, CFP® | LinkedInSpencer Sherman | Financial Education Services and Spiritual Wealth (spencer-sherman.com)Mindful Spencer | Facebook Twitter | @spencersherman Insta | @mindfulspencerFree Tools | Spencer Sherman | Financial Education Services (spencer-sherman.com)Follow Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedInWebsites: https://amandacassar.com.au/ https://www.wealthplanningpartners.com.au/ (company website)https://trustedagedcSupport the show
Dec 12, 2023
40 min

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.Amanda Cassar here meets the Founder and Managing Director of the Astute Property Network, Alex Minter. Alex helps Australians with their dreams of property ownership and freedom and discusses with us just what drives the market. And whether hiring a Buyer’s Agent is really worth it.Alex’s vision is to provide a product, service, value proposition and trusted brand to assist with property education and acquisition.Alex here takes a deep dive with me into whether the market is truly cyclical, and if so, where are we right now in the cycle. And is it really all about “Location! Location! Location!?”We’re enjoying Meeting the Professionals in Season 3 and hope you enjoy hearing from Alex. Offer Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: BooksBooktopia: Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | BooktopiaBarnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)Connect with AlexBuyers Agents & Property Advisors Australia | Astute Property NetworkAlex Minter - Buyers Agent | LinkedInFacebook Astute Property Network – FacebookAstute Property Network (@astute_property_network) • Instagram photos and videosFollow Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedInWebsites: https://amandacassar.com.au/ https://www.wealthplanningpartners.com.au/ (company website)https://trustedagedcare.com.au/ (company website)Financial Adviser - Amanda Cassar (adviserratings.com.au)Support the show
Dec 5, 2023
37 min

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.Amanda Cassar here meets Josh Zeigelbaum, Director of Investor Relations for the Legacy Group (a Private Equity Company) based in Fort Lauderdale, Florida.We will discuss their flagship investment, Green Coffee Co. and how it fits into the ESG (Environmental, Sustainable, Governance) space. We also run a breakdown on greenwashing, social and impact investing and where to go to find out more.We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed meeting Josh.We trust you’ve gained lots of insights and understand a little more about this fast-growing investment space.Please note that Amanda is in no way associated with the Legacy Group, nor does she recommend the Green Coffee Co. This podcast contains general information only and is not to be construed as financial advice as your personal circumstances and goals have not been considered. Offer Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: BooksBooktopia: Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | BooktopiaBarnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)Connect with Joshhttps://legacy-group.co/[email protected]"Our Why": Fundamental Values and Mission at GCCJosh Ziegelbaum | LinkedInFollow Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedInWebsites: https://amandacassar.com.au/ https://www.wealthplanningpartners.com.au/ (company website)https://trustedagedcare.com.au/ (company website)Support the show
Nov 28, 2023
23 min

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.Amanda Cassar here meets the multi-Award-Winning Financial Adviser, Felicity Cooper from Cooper Wealth Management at Bundall on the Gold Coast, Australia.We will dissect why you’d use an Adviser, where to find the one that’s right for you and how to know if they’re adding value to your situation. We break down whether it’s worth going DIY vs paying a professional. We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed Felicity’s nuggets of wisdom.We trust you’ve gained lots of insights and understand a little more about how an adviser adds value.Offer Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: BooksBooktopia: Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | BooktopiaBarnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)Connect with FelicityHome - Cooper Wealth (cooperwealthmanagement.com.au)Felicity Cooper | LinkedInFinancial Adviser - Felicity Cooper (adviserratings.com.au)Follow Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedInWebsites: https://amandacassar.com.au/ https://www.wealthplanningpartners.com.au/ (company website)https://trustedagedcare.com.au/ (company website)Financial Adviser - Amanda Cassar (adviserratings.com.au)Or join Amanda and Felicity on their new Podcast – Two Drunk Planners.Insta: Two Drunk Planners Podcast (@twodrunkplanners) | InstagramTwitter: Two Drunk Planners (@2DrunkPlanners) / TwitterTwo Drunk Planners | Gold Coast QLD | FacebookSupport the show
Nov 21, 2023
33 min

Welcome to the trailer for Season 3 of Financial Secrets Revealed with your host, Amanda Cassar. In this upcoming season, we're delving into the world of finance by meeting the experts. We'll be joined by a diverse range of guests, from those involved in socially conscious investments to a former Olympic swimmer who now heads a large Australian bond company. Get ready for insightful discussions on financial advisers, ETFs, contrarian investing, and more. Amanda Cassar is the Podcast host of Financial Secrets Revealed, based on the book of the same name. She is also the Course Write for the international Accreditation Financial Abuse Specialist® distributed by Standards International, UK. She holds a Master of Financial Planning and is part of the international group Strategic Coach® and is proud member of the Premier Association of Financial Professionals, the Million Dollar Round Table.®LinksHome - Amanda Cassar (Website)Financial Planner Robina, Gold Coast - Wealth Planning Partners (Company Website)Trusted Aged Care Services | We assist you in remaining independent, safe and cared for at home for as long as possible (Company Website)Amanda Cassar | LinkedIn (LinkedIn Profile)Offer Purchase your copy of Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: BooksPurchase your copy of the book on Booktopia:Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | BooktopiaPurchase your copy of the book on Barnes & Noble:Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)Follow Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks Support the show
Nov 14, 2023
2 min

Welcome to the Financial Secrets Revealed Series 2 podcast episode where Amanda Cassar meets with Michelle Shekhinah, a survivor of sex trafficking by her former husband, to support a drug habit and expensive lifestyle.Michelle shares her story of how financial abuse kept her in a horrific relationship where control was so important to her violent partner. After 17 years of marriage, and two children, Michelle was introduced to a seedy world of overindulgence in alcohol, drugs, sexual deviance, and trafficking. She’d wake up in places she couldn’t remember getting to… was never protected by the one person that should have looked out for her; and wants to share what she’s learned. Michelle spent many nights crying on the floor, until one night she saved her life, and ran for the door. She has become a strong mum for her children and is now an advocate and mentor for other women and teens suffering from abuse. Her story is compelling, heartbreaking, and full of hope and reconciliation. Amanda enjoys Lifting the Lid on Financial Abuse with Michelle. It’s a dark topic, but one that needs to be told, to help all victims become survivors. And financial abuse is often just part of a larger picture of abuse. We hope you’ve gained lots of nuggets of wisdom from Michelle’s story.Offer Purchase your copy of Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: BooksPurchase your copy of the book on Booktopia:Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | BooktopiaPurchase your copy of the book on Barnes & Noble:Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)Connect with Michellehttps://www.fromthefloortothedoor.com/Follow Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks or on LinkedIn at Amanda Cassar | LinkedInWebsites: https://amandacassar.com.au/ https://www.wealthplanningpartners.com.au/ (company website)https://trustedagedcare.com.au/ (company website)Support the show
Aug 22, 2023
38 min
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