This week we sat down with Dale Scally. Dale has been a financial professional for 23 years and a business owner and director for 11 years. As a financial advisor, Dale specialised in wealth management, investment portfolio construction, and strategic financial planning. Dale recently transitioned out of financial advising and evolved his career into business coaching with the objective to assist the financial services sector to innovate, evolve and flourish such that it can further enhance the financial lives of the Australian and global population. We sat down as two financial professionals, drawing upon our differing and unique experiences as well as the special report published by Stephan Independent Advisory - "Your Financial Legacy Roadmap." This is part 1 of a 2 episode discussion on financial planning, dimensions of wealth, collaboration and everything in between. Please note that the information contained in this episode is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Find out more: LinkedIn: https://www.linkedin.com/in/dalescally/ & https://www.linkedin.com/company/businesscoachaustralia/ Your Financial Legacy Roadmap: https://siadvisory.com.au/wp-content/uploads/2021/11/SIA_Your-Financial-Legacy-Roadmap_v2_Nov-2021.pdf

This week we sat down with Albert Pisconeri. Albert is a Director of Pisconeri Fine Foods and Wines, a third generation family owned business operating in continental foods, wines and kitchenware, servicing supermarkets, cafés, and restaurants. In 2000, Pisconeri Fine Foods and Wines became a part of Countrywide Food Service Distributors and Albert was appointed to the board in 2020. In this episode we discuss succession planning, work-life balance and the transition into retirement. Albert reflects on his 47 years of involvement in the business and stresses the importance of family, social life and health. Find out more: Website: https://www.countrywide.net.au Linkedin: https://au.linkedin.com/in/albert-pisconeri-62a8898b

This week we sat down with Rob Di Martino, director and partner of Del Re National Food Group, alongside his cousins Mark, Rick and Danny. Del Re National is a broad range foodservice distributor that works all across metropolitan Melbourne and regional Victoria. In this episode, we discuss Rob's family business and his succession planning. We cover how he's facilitating a smooth succession, what the next generation looks like and how to maintain business continuity throughout the transition. I find Rob's approach to business management both personable and pragmatic. I hope you enjoy this week's episode of It's Never About Money. Find out more: Connect with Rob on LinkedIn: https://www.linkedin.com/in/robert-dimartino-gaicd-13158133/ Find out more about Del Re National: Website: http://delrenational.com.au Instagram: https://www.instagram.com/delrenationalfoodgroup/ Facebook: https://www.facebook.com/delrenationalfoodgroup LinkedIn: https://au.linkedin.com/company/del-re-national-food-group?trk=public_profile_topcard-current-company

James Kostarakis is Managing Director of Fastrac Foodservice, a second-generation family owned and operated food wholesaler to the hospitality sector. James, at just 38, is planning his transition out of the business he has worked in for 20 years. We explored this approach, discussing the parallels between James' transition into taking over Fastract from his father, and now his planning of his own transition out of the lead role. James shares his learnings and experience along the way, including how to negotiate succession planning in a family business, where the next generation is not family. Find out more: Connect with James on LinkedIn: https://www.linkedin.com/in/james-kostarakis-5409a0214/ Find out more about Fastrac: Facebook: https://www.facebook.com/profile.php?id=100028285586792 Twitter: https://twitter.com/FastracFS LinkedIn: https://www.linkedin.com/company/fastrac-foodservice/ Website: https://www.fastrac.com.au/

This is Part 2 of our discussion with Dr Steve Garth. Steve is the Principal of Principia Investment Consultants and is a member of our Stephan Independent Advisory Investment Committee. I invested Steve onto It's Never About Money because he brings a unique perspective to his role in consulting on investments and investment philosophy. He has a rare combination of technical, research, and communication skills that have taken him to the top levels of academia, finance, and business. He holds a PhD in Mathematics, a Master of Applied Finance, a Bachelor of Science (Honours in Physics) and an Arts degree in History and Politics. In this episode we talk about DIY investing, diversified portfolios, private equity and why investing should be boring. Find out more: Connect with Steve on LinkedIn: https://www.linkedin.com/in/dr-steve-garth-5619267/ Website: https://www.principiaic.com.au/

This week we sat down with Dr Steve Garth. Steve is the Principal of Principia Investment Consultants and is a member of our Stephan Independent Advisory Investment Committee. Steve has a rare combination of technical, research, and communication skills that have taken him to the top levels of academia, finance, and business. This gives him a unique perspective when undertaking his role in consulting on investments and investment philosophy. This is Part 1 of a two episode discussion with Dr Steve Garth where we talk about DIY investing, hedge funds, green and sustainable investments, and why no investors are ever rational. Please note that the information contained in this episode is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Find out more: Connect with Steve on LinkedIn: https://www.linkedin.com/in/dr-steve-garth-5619267/ Website: https://www.principiaic.com.au/

Peter Muling from Ethical Leaders is all about flipping feedback on its head, and that with the right approach to feedback, every interaction can be positive. In this episode, we discussed the 'Blue Triangle', how to prepare a culture of feedback and his new book, The Power of Triangles. This episode is perfect for anyone who works in a team as there are some great practical takeaways throughout. Find out more about Peter: Website: www.ethicalleaders.com.au LinkedIn: http://www.linkedin.com/in/peter-muling

It's interesting how an adverse situation can set you on a new path in life. And sometimes, upon reflection, it seems that the new path was the right one for you all along. This is what happened to my guest, David Harrison, CEO of The Essential Group. Originally trained as an airline pilot, then a salesman at Fuji Xerox, then a family business owner and now a business mentor, his journey and reflections are both interesting and insightful. Here is Episode 17 of It's Never About Money. Find out more: Follow David and the Essential Group on LinkedIn: https://www.linkedin.com/in/davidwharrison/ https://www.linkedin.com/company/essential-imaging/ Read more about the Essential Group: https://theessentialgroup.com.au/

Tim Washington is former corporate lawyer, ex-textile manufacturer, family man and now the future of Australia's clean vehicle industry. Tim's career has taken many turns, but the most important of all was his switch from chasing money to chasing his passions. In episode 16 of It's Never About Money we talk about the transition from the corporate world to small family business, egos and respect, redefining your relationship with your parents and all the lessons he learnt along the way. Tim is the founder and director of JET Charge, Australia's largest EV charging infrastructure business. JET Charge is also a co-founder of Chargefox, Australia's largest EV Charging network. Tim is also the Chair of the Electric Vehicle Council, the peak body for the electric vehicle industry in Australia. Find out more: Website: jetcharge.com.au LinkedIn: linkedin.com/in/tim-washington

Matej Varhalik is the CEO and Founder of SpeedFit; a company that he built from scratch, in a foreign country and in a second language. The now Perth-based entrepreneur and father of two, has been steadily growing his group of fitness studios across Australia since he immigrated from Slovakia in 2013. On his journey, Matej has taken some calculated risks (he famously turned down a million dollar offer on Shark Tank) and has learned from every challenge thrown at him along the way. These traits have enabled him to build a thriving business in the 'lucky country', but there's no slowing down as Matej's 'to-do' list is never finished. We hear about how he finds joy and success in the journey, not the destination, in episode 15 of It's Never About Money. SpeedFit website: https://www.speedfit.com.au/ LinkedIn: https://www.linkedin.com/company/speedfitness-pty-ltd/ Facebook: https://www.facebook.com/speedfit.AUS Instagram: https://www.instagram.com/speedfit/