Catapult | ED: NextGen

NEW HOST Christina Tran - Catapult Wealth
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Providing financial education to the next generation.

  1. 23-05-2024

    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 and compounding if you start early. This is as opposed to leaving funds accumulating in a cash account, earning an average long-term return of 3% p.a. If this is something that could help you, please reach out to one of our advisers as structuring and long-term planning is essential if you want to maximise the benefits of these products.   Oreana Financial Services General Advice Warning This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information. Before acquiring a financial product, a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product. Disclaimer: This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax/or legal advice prior to acting on this information.

  2. 08-08-2023

    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 these plans play in safeguarding your hard-earned assets, ensuring your wishes are honored, and granting peace of mind to your loved ones. Marianna addresses common misconceptions, highlights key considerations for different life stages, and emphasises the empowering nature of taking control of your legacy. Whether you're a young professional taking your first steps toward financial planning or someone who's been contemplating the importance of Wills and Estate Planning for years, this episode offers a wealth of guidance and inspiration.  Disclaimer: This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax/or legal advice prior to acting on this information.

  3. 14-07-2023

    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 filled with expert advice and practical tips.  Tune in to gain a deeper understanding of self-managed superfunds and their potential for long-term financial success. Disclaimer: This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax/or legal advice prior to acting on this information.

  4. 04-06-2023

    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 changed the first home owner's grant to keep up with rising house prices. Read more here.  Disclaimer: This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax/or legal advice prior to acting on this information.

  5. 05-05-2023

    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 property.  Tune in to learn how to make smart financial decisions and achieve your property investment goals. Disclaimer: This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax/or legal advice prior to acting on this information.

  6. 15-03-2023

    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 deductions.  We also dive into the HECs debt and repayment system, explaining how interest rates are linked to inflation and when and how to make extra repayments. Whether you're new to the workforce or just need a refresher on taxes, this episode is packed with valuable information to help you navigate the Australian tax system. Disclaimer: This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax/or legal advice prior to acting on this information.

  7. 13-02-2023

    Side Hustles & Entrepreneurship

    Join us for the next episode of Catapult Ed: NextGen Podcast where we delve into the world of side hustles and entrepreneurship. Our guest, Alex Dickson shares his personal journey and experiences with his side hustles, including what inspired him to start, where he got his ideas from, and the challenges he faced before diving in. We also discuss some of the failures he faced and the valuable lessons he learned along the way. We'll also learn about the time commitment involved and what to keep in mind around tax time. Finally, Alex shares his tips and words of wisdom for budding entrepreneurs out there. Looking to start a side hustle? Don't miss out on this exciting episode filled with inspiration and lessons. If you would like to check out Alex's latest side hustle project, check out this link: https://devoteskincare.com.au" Disclaimer: This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax/or legal advice prior to acting on this information.

  8. 20-10-2022

    All Things Insurance - Protecting Your Wealth

    Are you wondering why there have been big increases in your life insurance premiums this year? Are you wondering what you should do if your own premiums are rising? In today’s podcast, Christina Tran talks to Dale Martens, Financial Adviser (insurance expert) at Catapult Wealth about what is currently going on in the insurance industry and what you can do to keep your wealth protected. Disclaimer: This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax/or legal advice prior to acting on this information.

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Providing financial education to the next generation.

Informatie

  • Maker
    NEW HOST Christina Tran - Catapult Wealth
  • Jaren actief
    2020 - 2024
  • Afleveringen
    40
  • Beoordeling
    Veilig
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    © 2026 Catapult | ED: NextGen
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    Catapult | ED: NextGen