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James Wrigley

Education

Activity Overview

Episode publication activity over the past year

Episodes

Early 40’s - can or should we be doing more?

16 Nov 2021

Contributed by Lukas

I’ve been doing lots of work with people in their early 40’s here I discuss the work I’ve been doing with those clients.

My take on putting yourself out there online

29 Jan 2021

Contributed by Lukas

Many (including me) are hesitant to put themselves out there online, I’d encourage you to do it though. Don’t let perfect get in the way of progre...

Clubhouse - Money Matters w/ John Cachia

26 Jan 2021

Contributed by Lukas

Joined by fellow financial adviser John Cachia for our first attempt at hosting a Clubhouse room.

The risk of not taking enough risk

23 Jan 2021

Contributed by Lukas

How is not taking enough risk a risk in itself?

Making those New Year Resolutions Stick

21 Jan 2021

Contributed by Lukas

How to make those New Year Resolutions Stick

Hello & welcome to 2021

20 Jan 2021

Contributed by Lukas

Welcome to 2021

December Daily #11

28 Dec 2020

Contributed by Lukas

Earning good money but feel like it just disappears? Here I explain how to take back control

December Daily #10

27 Dec 2020

Contributed by Lukas

Thank you for being part of my year.

December Daily #9

26 Dec 2020

Contributed by Lukas

With Tommy McCubbin host of channel 9’s The Rebound

December Daily #8

11 Dec 2020

Contributed by Lukas

The unexpected costs of a knock down & rebuild

December Daily #7

09 Dec 2020

Contributed by Lukas

Intro to the aged care system

December Daily #6

08 Dec 2020

Contributed by Lukas

Exploring Centrelink benefits beyond the age pension.

December Daily #5

07 Dec 2020

Contributed by Lukas

Podcasts & YouTube channels I subscribe to

December Daily #4

04 Dec 2020

Contributed by Lukas

Catch up with friend & financial planning colleague Shaun Albert

December Daily #3

04 Dec 2020

Contributed by Lukas

How much do you really need?

December Daily #2

02 Dec 2020

Contributed by Lukas

So your investments have done well in the last few months, now what?

December Daily #1

01 Dec 2020

Contributed by Lukas

December Daily #1

Ep 37 - Bryan Phillips on joining his father-in-law in business

10 Nov 2020

Contributed by Lukas

In this episode I’m joined by Bryan Phillips. Many years ago Bryan & I worked together, now Bryan is a Director of owners corporation management fir...

Ep 36 - small business CGT concessions

12 Oct 2020

Contributed by Lukas

Today’s episode looks into the tax concessions available to anyone selling a small business. If you own a small business you need to know about thes...

Ep 35 - investing outside of your business

10 Oct 2020

Contributed by Lukas

Business owners can often get caught up reinvesting everything back into their business but then things like COVID can happen. Here I explore how & wh...

Ep 34 - Friday ramblings by myself

08 Oct 2020

Contributed by Lukas

In today’s podcast I speak openly about things going on in my life an what I’m noticing around the place

Ep 33 - Jason Weeks of Vendorable

07 Oct 2020

Contributed by Lukas

Jason is the CEO & Co-founder of Vendorable, a real estate services platform bringing together agents, managers, brokers in one place for those who ne...

Ep 32 - super pension cap problems

03 Sep 2020

Contributed by Lukas

Having problems with the $1.6M pension cap is much more likely than you might initially think. In this episode of the podcast I deep dive into the iss...

Ep 31 - financial literacy topics for your children

01 Sep 2020

Contributed by Lukas

Something that comes up very often, discussion about investing for or on behalf of children. Along with how can we educate children about money when w...

Ep 30 - Kieran Hoare SMSF specialist lawyer

09 Aug 2020

Contributed by Lukas

Kieran is a director Merthyr Law in Brisbane, we sit down to chat about how things are going during COVID, has the flood of estate planning enquiries ...

Ep 29 - Jonathan Chan eBay reseller

26 Jul 2020

Contributed by Lukas

Jonathan goes into how he got into reselling and how he’s been able to give up his day job of being a mortgage broker to concentrate on his eBay sto...

Ep 28 - buying your family home

11 Jun 2020

Contributed by Lukas

Lots of questions & comments coming through on either purchasing or upgrading your family home so in today’s episode that’s exactly what I explore...

Ep 27 - redundancy & retirement due to COVID-19

08 Jun 2020

Contributed by Lukas

A deep dive into why, if you’ve retired or been made redundant during COVID-19 you should be looking to set up your super & pension arrangements soo...

Ep 26 - HomeBuilder program explained

05 Jun 2020

Contributed by Lukas

A deep dive look into the HomeBuilder program https://treasury.gov.au/sites/default/files/2020-06/Fact_sheet_HomeBuilder.pdf

Ep 25 - Josh Lambert on employee wellbeing

28 May 2020

Contributed by Lukas

Josh runs a business called Pinnacle Health Group which in turn runs corporate wellness centres for some of Australia’s biggest businesses. In this ...

Ep 24 - Robert Tadros on digital marketing

21 May 2020

Contributed by Lukas

Robert runs digital agency Impressive. He shares how he’s managing during isolation, the importance of keeping routine, how his team is going and th...

Ep 23 - Emily Wallace on the state of the property market

20 May 2020

Contributed by Lukas

Emily runs a property advocate business helping clients buy principal residences. Emily shares her real world view of what’s going on in the propert...

Ep 22 - Craig Bigelow on the personal insurance landscape, automation & Facebook messenger bots

19 May 2020

Contributed by Lukas

Craig is a personal insurance broker & has gone to great lengths to bring about a level of automation within his business. We chat about that as well ...

Episode 21 - Brent Valle on making the most of isolation & getting yourself right

18 May 2020

Contributed by Lukas

Brent sold his tech business a little while back, went through a separation and has spent a lot of time getting himself right. Now helps many others g...

Ep 20 - Nathaniel Lee on automation, bots & robo advice

23 Apr 2020

Contributed by Lukas

Nathaniel runs his own business out of Hong Kong and is also a lecturer at Swinburne Uni in the area of automation. Really interesting chat on that th...

Ep 19 - what I’m doing with my own money

22 Apr 2020

Contributed by Lukas

Solo on the podcast today sharing 3 main things I’m doing with my own money at the moment.

Ep 18 - Lior Harel on medicinal cannabis

10 Apr 2020

Contributed by Lukas

Lior Harel on medical cannabis in Australia.

Ep 17 - Barry LaValley on taking the time to prioritise your life

09 Apr 2020

Contributed by Lukas

Barry LaValley is well known in financial planning circles having presented at many conferences around the world. It was a real pleasure to have him a...

Ep 16 - Mo Hamdouna on brand activations & managing a team remotely

08 Apr 2020

Contributed by Lukas

Mo Hamdouna of Mo works

Ep 15 - Nathan Taddeo on dealing with the banks during Coronavirus

03 Apr 2020

Contributed by Lukas

Nathan joins me for today’s episode & I’m sure you’ll hear his passion for education really shine through. Like many at the moment his phone has...

Ep 14 - Mike Mortlock on property depreciation & costing

02 Apr 2020

Contributed by Lukas

Mike founded the business with his business partner some years ago. Today they have a team covering most of Australia who helps with costing estimates...

Ep 13 - Mitch Goldberg with a US take on Coronavirus

01 Apr 2020

Contributed by Lukas

Mitch is a financial adviser in the NY area. At the time of recording this he was in lockdown with his family. Mitch provides a US perspective on what...

Ep 12 - Daniel Gold on changes to bank lending during Coronavirus

31 Mar 2020

Contributed by Lukas

Daniel Gold is more than your typical mortgage broker. Based in Melbourne he’s very active in helping clients with their long term property planning...

Ep 11 - James d’Apice on litigation & coffee and a case note

31 Mar 2020

Contributed by Lukas

James d’Apice is a Sydney based commercial & litigation lawyer who’s found a level of fame through social media for his coffee and a case note ser...

Ep 10 - Christopher Sant on Cybersecurity whilst working from home

25 Mar 2020

Contributed by Lukas

Chris joined me on LinkedIn Live to discuss among other things, some simple steps we can all take to be a little bit more secure whilst we work from h...

Ep 9 - Ellie O’Collins on transitioning to work from home

24 Mar 2020

Contributed by Lukas

Website designer Ellie shares some tips on working from home.

Daily - 17 March 2020

17 Mar 2020

Contributed by Lukas

Daily ramblings

Daily - 13 March 2020

13 Mar 2020

Contributed by Lukas

Daily ramblings

Daily - 10 March 2020

10 Mar 2020

Contributed by Lukas

Daily rant

Daily - 7 March 2020

07 Mar 2020

Contributed by Lukas

Daily ramblings

Ep 8 - Nick Bell on business success, exiting & finding your purpose

06 Mar 2020

Contributed by Lukas

In this episode I sit down with Nick Bell, AFR Rich Lister, serial digital agency owner, investor and all round champion. Nick shares a bit of his his...

Daily - 6 March 2020

06 Mar 2020

Contributed by Lukas

Daily ramblings

Daily - 5 March 2020

05 Mar 2020

Contributed by Lukas

Daily ramblings

Daily - 4 March 2020

04 Mar 2020

Contributed by Lukas

My daily ramblings

Ep 7 - Nitay-Yair Levi on family business succession

27 Feb 2020

Contributed by Lukas

In this episode I sit down with Nitay-Yair Levi and we talk at length about family business succession. Nitay-Yair Levi purchases family businesses wi...

Ep. 6 Andrew Glyntzos of Omega Digital

12 Dec 2019

Contributed by Lukas

Andrew is the founder of Omega Digital, during this chat we talk about when Andrew knew it was time for him to go out on his own and start his own bus...

Ep. 5 Phillip Almeida Performance Property Advisory

05 Dec 2019

Contributed by Lukas

Phillip shares they journey they have been in building their business, things they have learned along the way and comments in what he would tell his y...

Ep 4 - Daniel Gold Long Property

28 Nov 2019

Contributed by Lukas

This episode I’m joined by Daniel Gold, founder of Long Property. Dan is host of a podcast & author of a book by the same name. We talk about Dan’...

Ep. 3 - Joel Ronchi of myIntregrity in Practice

21 Nov 2019

Contributed by Lukas

Joel as been involved in the startup and running of a number of businesses aimed at Financial Adviser education. His most recent providing education t...

Ep. 2 - home ownership, mortgages & saving more tomorrow

15 Nov 2019

Contributed by Lukas

This episode is mix of various discussions all centred around home ownership, mortgages & saving more tomorrow.

Ep. 1 - FASEA exam discussion w/ Melb FP Network

24 Jul 2019

Contributed by Lukas

I was recently invited to share my experiences sitting the FASEA adviser exam with the Melbourne Financial Planning Network. The audio in this podcast...