Mont Wealth - "Pizz-Spectives"

Mont Wealth Advisors
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Mont Wealth - "Pizz-Spectives"

Mont Wealth Advisors founder Rob Pizzichetta offers his "Pizz-Spectives" covering a range of subjects from investment and superannuation strategies, interviews with top fund managers, and discussing the latest investment and economic trends. At Mont Wealth, we provide personalised financial investment advice tailored to your unique wealth goals. We work collaboratively with your tax advisor to optimise your financial strategy, ensuring your plan aligns seamlessly across all areas. We discuss what's important to you, providing estate planning guidance to secure your legacy. We undertake comprehensive insurance reviews for effective risk management. And we review your mortgage to guarantee you have the best possible terms on the market. While our guidance and insights and perspectives are general in nature, i.e. not taking your personal circumstances into consideration, we recommend you seek financial advice to help you make informed decisions on your path to being financially comfortable. Anyone acting on this advice without seeking financial advice does so at their own risk.

Episodes

  1. 5 DAYS AGO

    Outlook for 2025 - Mont Wealth Investment Committee Meeting Dec 2024

    Pizz-Spectives: 2025 Market Outlook & Investment Strategies In this edition of Pizz-Spectives, the Mont Wealth Investment Committee analyzes the 2024 performance of their growth and income portfolios and looks ahead to 2025. They discuss key economic indicators, central bank policies, geopolitical risks, and potential market volatility. Special focus is given to the U.S. election outcomes, tariffs, and immigration policies, along with investment strategies in regions like Europe, Japan, and Australia. They also consider the implications of bond yields, property markets, and alternative investments. Join us for an in-depth discussion on capital allocation and market predictions for 2025. 00:00 Introduction and 2024 Performance Review 00:39 Outlook for 2025: Key Concerns and Predictions 01:23 Geopolitical Factors and Market Volatility 02:34 Global Economic Trends and Central Bank Policies 04:11 Australian Market and Investment Strategies 07:22 US Market Dynamics and Growth Projections 09:55 Mid-Market Assets and Bond Yields 12:38 Property Market Insights and Tariff Implications 15:36 Federal Reserve Policies and Interest Rate Cuts 18:44 Election Impact and Final Thoughts

    21 min

  2. 12/27/2024

    Mont Wealth & Mandy Money - The 6 steps to achieve financial freedom with your kids

    6 Steps to Achieving Financial Freedom for Your Children | Mont Wealth Advisors & Mandy Money Join Rob Pizzichetta, founder of Mont Wealth Advisors, and Barbara van der Merwe, founder of Mandy Money, in this comprehensive workshop aimed at securing financial freedom for your children. From the day they are born to the age of 30, learn a six-step process involving simple, practical tips and tools that will build strong financial habits and savings for your child's future. Discover how small sacrifices and strategic financial decisions can lead to substantial savings and financial literacy, ensuring your children are confident and empowered in managing their own finances. Also, get a preview of Mandy Money's upcoming book, 'A to Z Guide for Young Aussies,' covering everything from job hunting to selecting a super investment strategy. https://mandymoney.com.au/ 00:00 Introduction to Financial Freedom for Kids 00:41 Step 1: Starting Early with Savings 01:11 Step 2: Small Sacrifices for Big Gains 02:20 Step 3: Increasing Contributions 03:01 Middle School Financial Education 03:58 High School Financial Skills 05:20 Post-High School Financial Planning 06:49 Achieving Financial Milestones by Age 30 07:36 Celebrating Success and Future Planning 08:15 Additional Resources and Conclusion

    9 min

  3. 12/13/2024

    Why Invest in Global Real Estate Now? Featuring Julian Campbell Wood from Resolution Capital

    In this episode of Pizz-Spectives, host Rob is joined by Julian Campbell Wood from Resolution Capital to discuss the advantages of investing in global real estate. They explore several key topics, including the reasons why investing in global real estate is attractive now, the comparison of global REITs to global equities, and the economic dynamics affecting real estate values. Julian also provides insights into Resolution Capital's investment strategy, focusing on sectors such as retail, residential, healthcare, data centres, and logistics. They conclude with a discussion on the portfolio's growth prospects and the overall outlook for global REITs given current market conditions. Join us to learn more about the opportunities and strategies in global real estate investment. 00:00 Introduction and Disclaimer 00:28 Why Invest in Global Real Estate Now? 01:06 Understanding Valuations and Market Dynamics 02:56 Exploring Replacement Costs and Supply Constraints 05:18 Global Property Balance Sheets 06:51 Introduction to Resolution Capital 07:54 Investment Process and Philosophy 10:30 Current Portfolio and Market Opportunities 10:48 Sector Analysis: Retail, Residential, Healthcare, and More 13:54 Data Centres and Logistics 16:00 Office Market Insights 17:46 Sector Snapshot and Future Outlook 18:56 Conclusion and Summary

    21 min

  4. 12/06/2024

    Introducing Jay Kumar: A Financial Market Expert's Journey and Insights

    Introducing Jay Kumar: A Financial Market Expert's Journey and Insights In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, introduces Jay Kumar, a key member of the Mont Wealth Investment Committee. With over two decades of experience, Jay shares his journey from Fiji to becoming a financial market expert. They discuss Jay's early interest in finance, his role in foresight analytics, and his valuable contributions to the investment committee. Gain insights into the importance of data-driven decision-making, portfolio construction, and lessons from the Global Financial Crisis. Join us for an enlightening conversation on navigating complex financial markets. 00:00 Introduction to Pizz-Spectives and Jay Kumar 01:02 Jay Kumar's Journey into Financial Services 03:17 Career Progression and Key Learnings 05:31 Insights from the Global Financial Crisis 09:56 Founding Foresight Analytics 12:26 Foresight Analytics' Value Proposition 15:57 Portfolio Construction and Market Cycles 18:48 Conclusion and Final Thoughts https://www.foresight-analytics.com/

    22 min

  5. 11/29/2024

    Navigating Life Stages for Financial Comfort

    In this edition of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, discusses strategies for financial planning across different life stages. Addressing cost of living concerns, Rob outlines the importance of maximizing superannuation returns and contributions for a comfortable retirement. He explains the financial needs and planning steps for individuals in their 30s, 40s, 50s, 60s, and beyond. Emphasizing the power of compound interest, he highlights the goal of achieving over $2 million in super to ensure a stable retirement income. Additionally, Rob covers essential topics like life insurance, income protection, and estate planning, offering practical advice for various age groups. Whether you're dealing with mortgage stress, planning for children's education, or nearing retirement, this video provides valuable insights to help you secure your financial future. 00:00 Introduction to Pizz-Spectives 00:05 Understanding Life Stages and Financial Strategies 00:57 Challenges Faced by Gen X and Millennials 01:47 Financial Planning in Your 30s 04:01 Navigating Financial Responsibilities in Your 40s 05:35 Accelerating Wealth Creation in Your 50s 07:00 Super Contributions and Retirement Planning in Your 60s 08:47 Capital Preservation and Income Generation in Your 70s 10:31 The Importance of Maximizing Super Returns 12:58 Conclusion and Contact Information https://www.theaustralian.com.au/commentary/ageing-population-chart-reveals-key-lessons-for-every-australian/news-story/de4efca22a132b490c2e9afbd21bf0cc

    13 min

  6. 11/22/2024

    Mont Wealth's 2025 Investment Strategy & Market Outlook

    Mont Wealth - "Pizz-Spectives"

    13 min

  7. 11/14/2024

    Aust Small Caps - The Catalysts for Outperformance

    Join us as Matt Griffin, co-portfolio manager of Maple Brown Abbott's Australian Small Companies Fund, shares his insights into the under-appreciated asset class of Australian small companies. In this session, Matt highlights key catalysts for small cap outperformance, debunks myths surrounding their dependency on the Australian economy, and discusses the advantages of active small cap management. Gain valuable knowledge on the industry's maturation, investment themes like demographics and gold, and crucial risk management strategies. Whether you're already tuned in or listening later, your questions and engagement are encouraged! 00:00 Welcome and Introduction 00:36 Understanding Australian Small Companies 01:01 Matt Griffin's Background and Experience 03:12 Market Cycles and Small Cap Performance 05:15 Earnings and Share Prices 09:53 Active Management in Small Caps 13:04 Sector Weights and Diversification 18:26 Investment Themes and Strategies 25:44 Performance and Risk Management 27:31 Summary and Conclusion

    28 min

  8. 11/08/2024

    The RBA, Trump and Federal Reserve walk into a bar.......

    The RBA, Trump and Federal Reserve walk into a bar....... October Performance & Global Economic Insights | Mont Wealth Pizz-Spectives Podcast In this episode of the Mont Wealth Pizz-Spectives Podcast, host Rob Pizzichetta discusses several critical financial topics, including the October performance of Mont Wealth Portfolios, the Reserve Bank of Australia's (RBA) interest rate outlook, the impact of Trump's policies on financial assets, and the Federal Reserve's recent decisions and future projections. Key metrics such as portfolio returns, market volatility, and employment rates are analyzed in depth, providing a comprehensive look at current economic conditions and forecasts. This episode aims to offer valuable insights for investors and anyone interested in understanding the broader economic landscape. 00:00 Introduction to Mont Wealth Pizz-Spectives Podcast 00:48 Mont Wealth October Performance Review 02:15 RBA and Australian Interest Rates Outlook 06:46 Trump's Policies and Their Impact on Financial Assets 08:35 Federal Reserve's Interest Rate Decisions 10:44 Investment Implications and Strategies 11:53 Conclusion and Contact Information

    12 min

  9. 11/01/2024

    Achieving a Truly Comfortable Retirement: Challenging Industry Standards

    Achieving a Truly Comfortable Retirement: Challenging Industry Standards In this episode of the Mont Wealth Pizz-Spectives podcast, host Rob Pizzichetta, founder of Mont Wealth, challenges the conventional guidelines of a 'comfortable' retirement as defined by the Association of Superannuation Funds of Australia (ASFA). The podcast delves into the impact of inflation on future income requirements and proposes strategies to attain a more financially secure retirement. Key topics include critiquing industry standards, the importance of maximizing contributions, and strategic planning to ensure a more robust retirement fund. The episode emphasizes the need for a tailored financial strategy to achieve true financial freedom and leave a legacy. 00:00 Introduction to Mont Wealth Pizz-Spectives 00:14 General Advice Disclaimer 00:47 Questioning the Industry's Definition of Comfortable 01:49 Breaking Down Retirement Expenses 03:30 Inflation and Future Income Requirements 05:20 Strategies for Achieving Financial Comfort 07:34 Mont Wealth's Approach to Financial Planning 09:00 Conclusion and Final Thoughts

    9 min

  10. 10/24/2024

    The True Cost of Victorian Investment Properties: Land Tax Impact

    In this week's Pizz-Spectives, we examine how purchasing a Victorian investment property may cost you $1.9 million in wealth creation over 20 years due to land tax. That is even before we consider any additional changes to negative gearing, rental caps or changes in CGT The episode explores structural changes from 1980 to 2020, federal government revenue losses, and Victorian balance sheet challenges. A case study compares investment in property vs. a diversified portfolio, showing significant financial impacts from land tax. The video and podcast also discusses demographic shifts and future policy impacts on property investment in Victoria. 00:00 Introduction and Disclaimer 00:32 Topics for Discussion 00:56 Changing Economic Landscape (1980-2020) 01:39 Post-2020 Economic Shifts 02:55 Housing and Demographic Changes 04:40 Government Expenditures and Tax Policies 05:01 Government Tax Exemptions and Revenue Loss 05:38 Greens' Proposal for Property Tax Reforms 05:55 Victorian Government Revenue and Debt 06:35 Interest Expenses and Asset Yields 07:25 Case Study: Tom's Property Investment 08:30 Case Study: Gracie's Non-Property Investment 09:24 Comparative Analysis and Policy Implications 10:03 Conclusion and Final Thoughts

    10 min

  11. 10/18/2024

    Yarra Capital - What is credit & what are the benefits to investors

    We hosted a webinar with Yarra Capital Management Head of Credit Research & Portfolio Manager Phil Strano. Phil explained: What is credit and how it worksThe returns available for investors, andThe outlook for credit markets including an outlook for Australia’s economic growth for 2025 and the reasonings for it. We also delved into asset allocation and how investing in assets like credit reduces volatility while delivering strong returns.

    22 min

  12. 10/18/2024

    Mont Wealth Podcast Intro

    Mont Wealth - "Pizz-Spectives"

    1 min
  • 12 Episodes

About

Mont Wealth Advisors founder Rob Pizzichetta offers his "Pizz-Spectives" covering a range of subjects from investment and superannuation strategies, interviews with top fund managers, and discussing the latest investment and economic trends. At Mont Wealth, we provide personalised financial investment advice tailored to your unique wealth goals. We work collaboratively with your tax advisor to optimise your financial strategy, ensuring your plan aligns seamlessly across all areas. We discuss what's important to you, providing estate planning guidance to secure your legacy. We undertake comprehensive insurance reviews for effective risk management. And we review your mortgage to guarantee you have the best possible terms on the market. While our guidance and insights and perspectives are general in nature, i.e. not taking your personal circumstances into consideration, we recommend you seek financial advice to help you make informed decisions on your path to being financially comfortable. Anyone acting on this advice without seeking financial advice does so at their own risk.

Information

  • Creator
    Mont Wealth Advisors
  • Years Active
    2024 - 2025
  • Episodes
    12
  • Rating
    Clean
  • Copyright
    © 2024 Mont Wealth Advisors Pty Ltd
  • Show Website
    Mont Wealth - "Pizz-Spectives"

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