40 episodes

Providing financial education to the next generation.

Catapult | ED: NextGen NEW HOST Christina Tran - Catapult Wealth

    • Business
    • 5.0 • 5 Ratings

Providing financial education to the next generation.

    Investment & Education Bonds

    Investment & Education Bonds

    Saving for your kid's future can be expensive, whether it's future education costs, living expenses or just life in general. Today, Christina (Financial Adviser) sits down with Tony Catt (CEO of Catapult Wealth) to discuss all things investment bonds.Investment bonds can be a great way to save for your kid's financial future (and education bonds for education expenses). Not only does it provide great tax benefits for the policy owner but you get the benefit of long-term investing an...

    • 18 min
    Securing Your Legacy: Navigating Wills and Estate Planning

    Securing Your Legacy: Navigating Wills and Estate Planning

    In this epsiode, your host Christina sits down with Marianna Danby, a expert in the realm of Wills and Estate Planning. Marianna unravels the layers of importance that surround this often-overlooked aspect of financial planning.Join us as we delve deep into the heart of the matter, exploring how Wills and Estate Planning transcend mere legal documents to become powerful tools for shaping the future. Marianna's wealth of knowledge and experience shines through as she discusses the crucial role...

    • 42 min
    Understanding Self-Managed Superfunds

    Understanding Self-Managed Superfunds

    In this episode, host Christina Tran sits down with special guest Megan Mashford, a passionate self-managed superfund Accountant. Megan shares valuable insights on all things self-managed superfunds, demystifying the complexities and shedding light on the benefits and considerations of managing your own superannuation. Whether you're a young investor looking to explore investment options or a business owner seeking to leverage the advantages of a self-managed superfund, this episode is f...

    • 28 min
    Unlocking the Door to Real Estate: Insights for First-Time Homebuyers

    Unlocking the Door to Real Estate: Insights for First-Time Homebuyers

    Join us in this episode as we delve into the world of real estate with our guest speaker, Vincent Doran, a remarkable sales agent who has achieved great success by combining new-school tools with old-school sentiment. Vincent shares his journey and inside tips on getting into the housing market and buying your first home. Tune in to discover the secrets to navigating the real estate industry and achieving your homeownership goals. EDIT: Since this has been recorded, the SA Government has chan...

    • 27 min
    Navigating the Property Market: Expert Tips for the Next Generation

    Navigating the Property Market: Expert Tips for the Next Generation

    In this episode, Christina is joined by Kosta Petrovic, Financial Planner at Catapult Wealth, to discuss all things related to property investment. From saving for a house and understanding mortgage structures to using equity to invest and protect your wealth, Kosta shares his expert insights and tips for navigating the complex world of property. Whether you're a first-time homebuyer or an experienced investor, this episode is a must-listen for anyone looking to build wealth through prop...

    • 38 min
    Tax 101: A Beginner's Guide To Australian Taxes

    Tax 101: A Beginner's Guide To Australian Taxes

    In this episode, we chat to Josh Snelling, Client Services Manager at MasterTax. We cover the basics of the Australian taxation system, including an overview of the tax brackets, how the Medicare levy works, and whether you should do your own taxes or use a professional. We also discuss some of the most common misconceptions about taxes, such as whether you get taxed more if you have a second job, and offer tips on how to minimise your taxes by contributing to super and claiming deductio...

    • 26 min

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Really useful information for people looking to establish a financial foundation for their future

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