Fine Answers

Burke Britton Financial Partners
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Your home for all things financial, Investment, money and lifestyle. Hosted and curated by the talented team of Certified Financial Planners at Burke Britton Financial Partners. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs. If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au or visit our website at www.bbfp.com.au PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

  1. 5 days ago

    Quarterly Portfolio Update: Inflation, Rates & Where We're Positioned - with Ben Kemp & Jonathan Tolub | Episode #174

    Ben catches up with JT from Invest Sense on what's been driving markets and how our portfolios are positioned going forward.   They start with inflation, which has crept back up to 3-4% in Australia thanks to a mix of global pressures (like the conflict in Iran) and local ones (rents, wages), with the RBA expected to raise rates once or twice more this year. They also look at the US, where a new Fed chairman and rising government debt are pushing bond yields higher.   The message throughout: building steady, reliable portfolios that can handle whatever markets throw at them.   Questions about your portfolio? Get in touch   If you'd like to check us out: Facebook:   /   / burkebrittonfp     Instagram:   /   / burkebrittonfp     TikTok:   /   / burkebrittonfp     Spotify: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU?si=e0d5e597d57b4f79   ... If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/sche...   You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

    Quarterly Portfolio Update: Inflation, Rates & Where We're Positioned - with Ben Kemp & Jonathan Tolub | Episode #174

  2. 31 Aug

    Death Tax in Australia: What's Really Being Taxed When You Inherit? | Episode #174

    "Death tax" doesn't officially exist in Australia, but plenty of hidden taxes hit estates and beneficiaries anyway. In this episode, we break down where these costs actually come from and how to plan around them before it's too late.   We break down: Why super proceeds paid to non-dependent adult children can trigger tax (and what happened to the old anti-detriment offset) How capital gains tax quietly eats into estates during the asset liquidation process The stamp duty trap when one sibling takes over a shared property Upcoming testamentary trust changes (flat 30% tax on distributions) and the "tax by stealth" headlines behind them Why losing capacity (for example via power of attorney) can lock families out of better planning options The importance of record keeping, including the story of the forgotten Commonwealth Bank shares now worth $350K Why early, personalised estate planning is the real solution, not one size fits all trust structures   If you're inheriting assets, acting as an executor, or just want to protect your family's wealth for the next generation, this conversation is worth your time.     If you'd like to get in touch with us: Facebook: https://www.gstatic.com/youtube/img/w... Instagram: https://www.gstatic.com/youtube/img/w... TikTok: https://www.gstatic.com/youtube/img/w... Spotify: https://open.spotify.com/show/5k17gfi...   If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at BbfpHome - Burke Britton Financial Partners or book a 15min call to see how we can help you via https://outlook.office365.com/book/BB... Burke Britton Financial Partners. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

    Death Tax in Australia: What's Really Being Taxed When You Inherit? | Episode #174

  3. 24 Aug

    How to Build a Leadership Team Without Burning People Out - with Aimee Lucas | Episode #173

    In this episode of Fine Answers, Jay sits down with Aimee Lucas, Practice Manager at Burke Britton, for a raw and honest conversation about what it really takes to build a team — and build leaders — inside a growing small business. Aimee shares her 15-year journey from receptionist to PA to running the operational side of the business, and the mindset shifts that came with it. She and Jay dig into the real lessons learned along the way: why relationships are the foundation of everything, how transparency about business goals changes the way a team shows up, why "hire slow, fire fast" became a guiding principle, and how self-reflection turned out to be the hardest — and most valuable — skill to develop as a leader. They also talk about the challenge of stepping back from "doing" to "leading," how to support a team member who says they're overwhelmed, why personality differences matter more than people think, and how technology and AI are being used as a force multiplier for relationships — not a replacement for them. This is an unscripted, behind-the-scenes look at what it actually looks like to grow a business and grow people at the same time. In this episode: Aimee's journey from reception to Practice Manager Why relationships are the #1 lever in leadership Building transparency and trust with your team The "hire slow, fire fast" philosophy Supporting team members through overwhelm Letting go of "doing" to focus on leading Using AI as a force multiplier, not a replacement If you enjoyed this episode, subscribe for more honest conversations about leadership, business growth, and building great teams. If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://bookings.cloud.microsoft/book/BBFP@bbfp.com.au/s/Mch8gUZK6U2W9Lmg86-jmg2?ismsaljsauthenabled=true PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

    How to Build a Leadership Team Without Burning People Out - with Aimee Lucas | Episode #173

  4. 16 Aug

    Navigating Dementia & Aged Care as a Family | Fine Answers Podcast Episode 172

    Watching a parent navigate dementia brings challenges that no family can fully prepare for. In this episode of the Fine Answers Podcast, Jay is joined by his wife, Kari Burke, for a personal conversation about their family's experience supporting Kari's dad through frontotemporal dementia and his eventual transition into aged care. They discuss the early changes they began noticing, including increased anxiety, social withdrawal, changes in driving and everyday behaviour, and the difficulty of getting someone assessed when they don't necessarily recognise those changes themselves. Jay and Kari also share what they learned while navigating My Aged Care, respite and permanent care, the financial considerations involved, and the importance of having family members who are prepared to advocate and make difficult decisions when needed. Key takeaways: ✔️ Dementia can present differently from person to person, and the early signs may not always be obvious. ✔️ Seeking an assessment can be difficult when a loved one doesn't recognise that something has changed. ✔️ Moving from independent living into respite or permanent aged care can involve both emotional and practical challenges. ✔️ Understanding the aged care system and the financial implications early can help families make more informed decisions. ✔️ Having someone willing to advocate for an ageing parent can make a significant difference throughout the process. If you'd like to get in touch with us: Facebook: https://www.gstatic.com/youtube/img/watch/social_media/facebook_1x.png/burkebrittonfp Instagram: https://www.gstatic.com/youtube/img/watch/social_media/instagram_1x.png/burkebrittonfp TikTok: https://www.gstatic.com/youtube/img/watch/social_media/tiktok_1x.png/burkebrittonfp Spotify: https://open.spotify.com/show/5k17gfi... If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at https://www.bbfp.com.au or book a 15min call to see how we can help you via https://outlook.office365.com/book/BB... Burke Britton Financial Partners. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

    Navigating Dementia & Aged Care as a Family | Fine Answers Podcast Episode 172

  5. 10 Aug

    The Financial Foundations to Build in Your 20s | Young Minds Podcast | Episode 12

    Fine Answers

    The Financial Foundations to Build in Your 20s | Young Minds Podcast | Episode 12

  6. 3 Aug

    Why Australians Are Rethinking Their Super Funds | Fine Answers Podcast Episode 171

    Is your super fund still the right fit for you? Industry super funds have long been a popular, low-cost option for Australians, but recent outflows suggest more people are beginning to reconsider where and how their retirement savings are managed. In this episode of the Fine Answers Podcast, Jay Burke and Ben Kemp discuss what may be driving this shift and why Australians are taking a greater interest in their super as balances continue to grow. They explore: ✔️ Why service, accessibility and transparency are becoming increasingly important ✔️ How retail funds, wrap platforms and self-managed super funds differ from traditional industry funds ✔️ Why low fees should not be the only factor considered when comparing super options ✔️ The importance of understanding how your money is invested and whether it reflects your risk profile ✔️ Why the right fund depends on your individual circumstances, goals and stage of life An industry fund may still be an appropriate option for many people. The important question is whether you understand what you have and why it suits you. Your super could become one of your largest financial assets, so it is worth taking an active interest in how it is managed. If you'd like to get in touch with us:    Facebook:   https://www.gstatic.com/youtube/img/watch/social_media/facebook_1x.png/burkebrittonfp Instagram:   https://www.gstatic.com/youtube/img/watch/social_media/instagram_1x.png/burkebrittonfp  TikTok:   https://www.gstatic.com/youtube/img/watch/social_media/tiktok_1x.png/burkebrittonfp  Spotify: https://open.spotify.com/show/5k17gfi... If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at  https://www.bbfp.com.au  or book a 15min call to see how we can help you via https://outlook.office365.com/book/BB... Burke Britton Financial Partners.  You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

    Why Australians Are Rethinking Their Super Funds | Fine Answers Podcast Episode 171

  7. 20 Jul

    How to Invest During Market Uncertainty | Fine Answers Podcast Episode 169

    Fine Answers

    How to Invest During Market Uncertainty | Fine Answers Podcast Episode 169

  8. 13 Jul

    What Makes a Great Real Estate Agent? | Fine Answers Podcast Episode 168

    What separates a good real estate agent from a great one? It's not just market knowledge or negotiation skills, it's the way you treat people. In this episode of the Fine Answers Podcast, Benj Kemp sits down with Seb Pellegrino from Oslo Property to discuss his journey into real estate, the habits that drive long-term success, and why trust, communication, and consistency are the foundations of a great agent. Key takeaways: ✔️Success in real estate is built on consistency. The daily habits, prospecting, and discipline you commit to today are what create results months down the track. ✔️ Great agents put people before the commission. Understanding your clients' circumstances and communicating every step of the way builds trust and creates lasting relationships. ✔️ Your reputation is one of your biggest assets. Acting with honesty, integrity, and empathy doesn't just benefit your clients, it strengthens the entire industry. ✔️ High performance starts outside the office. Looking after your health, building solid routines, and staying disciplined can have a huge impact on your results. ✔️ Market uncertainty is part of investing. Focus on what you can control, seek quality advice, and make decisions based on your long-term strategy, not short-term headlines. Whether you're buying, selling, or building a career in real estate, this episode is packed with practical insights on creating lasting success through trust, hard work, and doing the fundamentals well. If you'd like to get in touch with us: Facebook: https://www.gstatic.com/youtube/img/watch/social_media/facebook_1x.png/burkebrittonfp  Instagram: https://www.gstatic.com/youtube/img/watch/social_media/instagram_1x.png/burkebrittonfp  TikTok: https://www.gstatic.com/youtube/img/watch/social_media/tiktok_1x.png/burkebrittonfp  Spotify: https://open.spotify.com/show/5k17gfi... If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at https://www.bbfp.com.au or book a 15min call to see how we can help you via https://outlook.office365.com/book/BB... Burke Britton Financial Partners. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

    What Makes a Great Real Estate Agent? | Fine Answers Podcast Episode 168
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About

Your home for all things financial, Investment, money and lifestyle. Hosted and curated by the talented team of Certified Financial Planners at Burke Britton Financial Partners. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs. If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au or visit our website at www.bbfp.com.au PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Information

  • Creator
    Burke Britton Financial Partners
  • Years Active
    2022 - 2026
  • Episodes
    174
  • Rating
    Explicit
  • Copyright
    ©2022 Burke Britton Financial Partners
  • Show Website
    Fine Answers