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Talk Money To Me

Your need to know wealth building podcast

Candice and Felicity draw on their extensive expertise in capital markets, to dive deeper into the world of finance, and will bring you up to speed on everything in the financial landscape. Their goal is to enable you to
Latest Episode6/30/2022

Talking Money To Us | Frank Yu - Ally Bridge Group & Julius Garofali - Shaw and Partners

Season 2, Ep. 23
Felicity and Candice chat to their Shaw and Partners colleague Julius Garofali, together with Frank Yu from Ally Bridge Group. Frank founded Ally Bridge Group in 2013 and is Chief Executive Officer and Chief Investment Officer. In this role, he’s responsible for setting strategic initiatives across the firm, and leading investment objectives across high-impact life science transactions in private and public markets globally. They are also joined by Julius Garofali, who’s a Senior Private Wealth Adviser at Shaw and Partners and has been for twenty years. In this episode, they unpack the opportunities in the developing Life Sciences space, share insight in the Private Equity landscape, and talk about how they met!Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.*****Talk Money To Me is a product of Equity Mates Media.All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial service professionals. It is not intended as a substitute for professional finance, legal or tax advice.The hosts of Talk Money To Me are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.Do not take financial advice from a podcast.For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.Talk Money To Me is part of the Acast Creator Network.
6/30/2022

Talking Money To Us | Frank Yu - Ally Bridge Group & Julius Garofali - Shaw and Partners

Season 2, Ep. 23
Felicity and Candice chat to their Shaw and Partners colleague Julius Garofali, together with Frank Yu from Ally Bridge Group. Frank founded Ally Bridge Group in 2013 and is Chief Executive Officer and Chief Investment Officer. In this role, he’s responsible for setting strategic initiatives across the firm, and leading investment objectives across high-impact life science transactions in private and public markets globally. They are also joined by Julius Garofali, who’s a Senior Private Wealth Adviser at Shaw and Partners and has been for twenty years. In this episode, they unpack the opportunities in the developing Life Sciences space, share insight in the Private Equity landscape, and talk about how they met!Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.*****Talk Money To Me is a product of Equity Mates Media.All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial service professionals. It is not intended as a substitute for professional finance, legal or tax advice.The hosts of Talk Money To Me are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.Do not take financial advice from a podcast.For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.Talk Money To Me is part of the Acast Creator Network.
6/23/2022

Need to Know | 14 Tips to make your End of Financial Year easier

Season 2, Ep. 22
As the last day of June creeps closer and closer, Candice and Felicity thought it would be the perfect time to remind you of some tips you can action to make the End of Financial Year a little bit easier. The ladies talk through their favourite fourteen ideas that cover all the top money topics - superannuation, private health insurance, looking for deductible expenses and equities.Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.*****Talk Money To Me is a product of Equity Mates Media.All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial service professionals. It is not intended as a substitute for professional finance, legal or tax advice.The hosts of Talk Money To Me are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.Do not take financial advice from a podcast.For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.Talk Money To Me is part of the Acast Creator Network.
6/16/2022

The Dive: Lettuce is just the tip of the iceberg: Inflation around the world

Season 2, Ep. 21
Felicity is away this week, so we've decided to drop a bonus episode of The Dive, Equity Mate's newest podcast, into the feed. To subscribe to The Dive, click here. Inflation is the biggest story of the moment. The rapid climb of the cost of basic goods and services is damaging economies, markets, businesses - and most likely your hip pocket as well.In the US, a photo of a Los Angeles gas station went viral charging more than $8 a gallon for fuel, in Australia - a photo went viral after a $12 iceberg lettuce, and in the UK - the fear that one third of the country's fish and chip shops will close in the next 9 months. Today Sascha and Alec want to know - what’s behind these different stories of inflation? And what can we learn from them?****Calling all bulls, bears and party animals.The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest.With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience.Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest.Equity Mates' FinFest, powered by Stake****Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.*****Talk Money To Me is a product of Equity Mates Media.All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial service professionals. It is not intended as a substitute for professional finance, legal or tax advice.The hosts of Talk Money To Me are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.Do not take financial advice from a podcast.For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.Talk Money To Me is part of the Acast Creator Network
6/9/2022

Need to Know | Help! I want a financial adviser!

Season 2, Ep. 20
Have you ever wanted to get a financial adviser, but don’t really know what you should be asking, or looking for? In this episode, the ladies are joined by their producer, Sascha, who asks them all the questions she should be preparing ahead of meeting a financial adviser for the first time. They discuss what you should prepare ahead of time, what questions you should be prepared to answer, and what are the bright red flags to keep an eye out for.Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.*****Talk Money To Me is a product of Equity Mates Media.All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial service professionals. It is not intended as a substitute for professional finance, legal or tax advice.The hosts of Talk Money To Me are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.Do not take financial advice from a podcast.For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.Talk Money To Me is part of the Acast Creator Network.
6/2/2022

Talking Money To Us | Andrew Lockhart - Managing Partner from Metrics Credit Partners

Season 2, Ep. 20
The ladies this week are joined by Andrew Lockhart who has more than 30 years’ banking, funds management and financial markets experience specialising in leverage and acquisition finance as well as corporate and institutional lending. His considerable experience includes being responsible for the origination and portfolio risk management of large, diversified and complex loan portfolios including corporate restructurings.In 2019 Andrew was also appointed Chair of the Australian branch of the Alternative Credit Council, which is a sub-committee of the Alternative Investment Management Association. In this conversation they try to understand the credit market in greater detail, he gives an overview of the diversity within his fun, and discuss how the current market conditions have an effect on the portfolios he manages. Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.*****Talk Money To Me is a product of Equity Mates Media.All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial service professionals. It is not intended as a substitute for professional finance, legal or tax advice.The hosts of Talk Money To Me are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.Do not take financial advice from a podcast.For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.Talk Money To Me is part of the Acast Creator Network.
5/26/2022

Need to Know | Debt Recycling - What’s it all about?

Season 2, Ep. 18
Have you ever wondered what the term debt recycling means? In this Need to Know episode, Felicity and Candice give you the 101 on Debt Recycling. As the name implies, it’s a strategy where you essentially recycle your equity from a property and invest those funds elsewhere - like the stock market. They talk about their own personal strategies and the questions you should be asking your financial adviser if you’d like to implement this strategy.Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.*****Talk Money To Me is a product of Equity Mates Media.All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial service professionals. It is not intended as a substitute for professional finance, legal or tax advice.The hosts of Talk Money To Me are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.Do not take financial advice from a podcast.For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.Talk Money To Me is part of the Acast Creator Network.
5/19/2022

Talking Money To Us | Anthony Wilson - Head of Equities at Shaw and Partners

Season 2, Ep. 17
Felicity and Candice are joined by Anthony Wilson - Head of Equities at Shaw and Partners. Anthony joined the firm back in July 2021, but previously he was an Equity Partner at Wilsons Advisory working on the Institutional Sales desk focusing on small cap equity sales both domestically and internationally. He has also had roles at LINWAR Securities and Emerging Growth Capital. In this conversation they speak about Anthony’s thoughts on the current investing climate, the importance of his team and how they are integral to his success, he deciphers some of the jargon that’s a part of his working life, and outlines his red flags in company reports.Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.*****Talk Money To Me is a product of Equity Mates Media.All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial service professionals. It is not intended as a substitute for professional finance, legal or tax advice.The hosts of Talk Money To Me are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.Do not take financial advice from a podcast.For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.Talk Money To Me is part of the Acast Creator Network.