Financial Secrets Revealed Amanda Cassar

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar meets with Afsha Butt & Uzair Ahmed here to discuss investing in the future.
Afsha is the Founder & CEO of WealthVerse Inc, Canada and helps professionals and business owners plan their wealth.  Afsha is based in Toronto and has built a team of partners and advisers into a trailblazing financial technology company.  She also serves as a Coach for JDC West, for the largest business competition in Western Canada where her team won first place at the annual competition.
Uzair Ahmed is a growth-focused Business Automation Specialist based in Edmonton, Alberta, with a proven track record for automating systems, driving revenue, and scaling up teams.  He has a special interest in utilizing tech to join the dots to help businesses achieve their goals.
We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed learning more about the world of crypto, AI and blockchain in this interview with Afsha and Uzair.


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.


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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 Afsha & Uzair
Afsha Butt (@afshaaofficial) • Instagram 
WealthVerse – WealthVerse is a digital hub for wealth building tools and financial services.  Website
Afsha Butt, BSc, QAFP™ | LinkedIn
(@uzairtruballa) / X (twitter.com)                           Uzair Ahmed | LinkedIn
Uzair Ahmed
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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.

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. 
Amanda Cassar meets with Chris Joye here, Founder of Coolabah Capital. 
Chris has been selected as one of FE fundinfo’s Top 10 “Alpha Managers” based on his risk-adjusted performance throughout his career. He has previously worked for Goldman Sachs in London and Syndey, the Reserve Bank of Australia and founded the award-winning research investment group, Rismark.  He regularly advised governments, developing unique policy proposals.  
We discuss what fixed interest portfolios are all about, risks inherent in Private Debt portfolios, the interest rate cycle and whether mortgage holders can expect a reduction in their home loan rates any time soon. 
We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed learning more about the ins and outs of fixed income portfolios with Chris. 
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 Grant 
Christopher Joye | LinkedIn  Chris Joye LinkedIn profile 
Home - Coolabah Capital Investments  Coolabah Capital Website 
 Christopher Joye (afr.com) Chris’s Financial Review Columns 
Podcast - Coolabah Capital Investments  Podcast 
 
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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.

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. 
Amanda Cassar here meets with Grant Hackett OAM, an Australian swimmer, most famous for winning the men’s 1500 metres freestyle at the 2000 and 2004 Summer Olympics. 
Grant’s longest career, however, has been in financial services, most recently as the CEO of Generation Life.  And today, we’re talking about Investment Bonds, Child Bonds and Funeral Bonds.  Generation Life are one of Australia’s leading specialists in tax effective investment solutions with over $2.5billion invested. 
We discuss why they’ve been left behind in Australia for some time, and why they’re now making a comeback.  We talk case studies, estate planning strategies and where they can fit into individual portfolios. 
We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed learning more about the ins and outs of structured investment bonds with Grant. 
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 Grant 
Grant Hackett OAM | LinkedIn  Grant Hackett LinkedIn profile 
Investment Bonds Australia | Investment-linked Lifetime Annuity | Generation Life (genlife.com.au) Generation Life Website 
 Investor strategies | Generation Life | Life Solutions (genlife.com.au) Investment Bond Strategy ideas 
Grant Hackett (@grant__hackett) • Instagram photos and videos Instagram 
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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.

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. 
Amanda Cassar here meets the author of 4 Amazon best-sellers and a two-time TED talk speaker with nearly 6 million views – Adam Carroll.  Adam is the creator of Broke, Busted & Disgusted, a documentary on finances that has aired on CNBC.  Adam is also a professional speaker and the founder of the Shred Method, a cash flow management tool that is creating freedom for families everywhere. 
Adam is passionate about helping people create financial freedom through unconventional financial strategies and modified habit patterns. 
We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed hearing more about the possibility of shredding your debt and taking back control of your finances with Adam. 
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 Mark 
Adam Carroll | LinkedIn – Adam’s LinkedIn profile 
The Shred Method Adam’s Website – The Shred Method 
Adam Carroll (adamspeaks.com) – Adam’s Speaking Webdite 
When money isn’t real: the $10,000 experiment | Adam Carroll | TEDxLondonBusinessSchool - YouTube  
Adam Carroll: What playing Monopoly with real money taught me about my kids--and humanity | TED Talk  
Adam Carroll (@adam.carroll) • Instagram photos and videos Instagram 
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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.

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. 
Amanda Cassar here meets the best-selling author of ‘The Gen Z Money Manual: Mastering Our New Economy,’ Mark Bolton.  Mark is a veteran of the banking and consulting industries, having held senior positions with PWC, Goldman Sachs, Credit Suisse and Barclays, among others. 
Mark specialises in reaching Gen Z (those born post 1997) and provides books, tools and templates to coach and support the Gen Z journey into adulthood, whilst reducing the risk of financial missteps along the way.  Mark discusses here the profile of a more conservative generation and how living in these uncertain times is shaping the next group of adults, who are set to inherit part of the largest intergenerational transfer of wealth ever. 
We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed hearing more about the challenges facing Gen Z with Mark. 
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 Mark 
Mark Bolton | LinkedInn – Mark’s LinkedIn profile 
Press & Media (mark-bolton.com) Mark’s Website – The Gen Z Money Manual 
Mark Bolton - The Gen Z Money Manual, Books and Coaching (mark-bolton.com) 
Mark Bolton Gen Z Money Manual on Route 664 revised - YouTube 
Mark Bolton (@authormarkbolton) | TikTok  
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.

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.