Teaminvest Wealth Builders

TIP Group / Teaminvest
  • 0.0 (0)
  • INVESTING

Join us for the TIP Wealth Builder weekly podcast where we bring you insights, strategies and stories to help you compound your wealth and knowledge. Whether you are a seasoned investor, or just starting out on your wealth building journey, this podcast is designed to inspire, educate and empower you. 

  1. DEC 15

    When the Market Stops Thinking: Passive Investing, AI, and the Future of Wealth | Andrew Coleman Webinar

    In this thought-provoking episode, Teaminvest CEO Andrew Coleman delves into two of the most powerful forces shaping today’s markets: the rise of passive investing and the impact of AI and algorithms on stock market behaviour. Andrew explores how regulation, index funds, and technology are changing the landscape for investors, often creating perverse incentives and new risks. Discover why market efficiency is under threat, what the Grossman-Stiglitz paradox means for your wealth, and how active investors can find opportunity amid the chaos. Key Topics: Passive investing vs. active managementThe role of AI and algorithms in modern investingAustralian superannuation regulation (MySuper, Your Future Your Super, Hayne Royal Commission)Market efficiency, price discovery, and the Grossman-Stiglitz paradoxPractical strategies for active investors to avoid wealth destruction and capitalise on market inefficienciesTimestamps: 00:00 – Introduction: Passive investing and AI 07:00 – How index funds and regulation shape the Australian market 18:00 – The Grossman-Stiglitz paradox explained 25:00 – Bubbles, crashes, and price distortion 35:00 – How active investors can win 42:00 – Q&A: Speed vs. accuracy, advice for SMSF investors Listen on: Apple PodcastsSpotifyYouTubeFollow Teaminvest: LinkedInFacebookKeywords: passive investing, active investing, AI, algorithms, stock market, superannuation, market efficiency, index funds, Grossman-Stiglitz paradox, Andrew Coleman, Teaminvest, Australian investing, wealth management, financial podcast 🎙️ Enjoyed this episode? Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 📩 Join the conversation Have thoughts or questions? Email us at marketing@tipgroup.com.au or connect with us on LinkedIn 🔗 Support the show Love what we’re doing? Please show your love by sharing this episode with a friend.

    53 min

  2. DEC 8

    Emerging Wealth Winners Series Ep3: Fiducian & Kina Bank – Innovation, Integration, and Growth in Financial Service

    In this episode, we spotlight two leading financial institutions from the Emerging Wealth Winners Conference. Kylie Merritt interviews Rahul Guha, CEO of Fiducian, about the firm’s integrated funds management, platform, and advice model, its scalable growth, and how Fiducian is positioning itself for the future of financial services. Then, Andrew Coleman and Kylie discuss Kina Bank’s impressive performance in Papua New Guinea, sharing insights from CEO Ivan Vidovich’s presentation on how the bank is achieving double-digit returns, embracing technology, and seizing opportunities in an emerging market. Key Topics: Fiducian’s “triple play” business model and scalable growthThe role of quality advice and platform service in a changing industryKina Bank’s low-leverage, high-return strategy in PNGDigital transformation and the opportunity in underbanked marketsLessons for Australian banks from Kina’s innovationTimestamps: 00:00 – Series intro & Fiducian interview 18:00 – Kina Bank segment introduction & commentary 33:00 – Key takeaways and wrap-up Listen on: Apple PodcastsSpotifyYouTubeFollow Teaminvest: LinkedInFacebook🎙️ Enjoyed this episode? Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 📩 Join the conversation Have thoughts or questions? Email us at marketing@tipgroup.com.au or connect with us on LinkedIn 🔗 Support the show Love what we’re doing? Please show your love by sharing this episode with a friend.

    26 min

  3. DEC 1

    Emerging Wealth Winners Series Ep2: Credit Corp & AWAG – Growth, Opportunity, and Activist Investin

    In this episode of the Emerging Wealth Winners Series, Ausbiz's Kylie Merritt interviews Michael Eadie (CFO, Credit Corp) and AWAG directors Lee IaFrate and Mark Stephen. Discover how Credit Corp’s US expansion is driving growth, the risks and opportunities in debt purchasing, and how AWAG is leading industry consolidation and activist investing in Australia’s financial services sector. This episode is part of the TIP Group’s partnership with Ausbiz, presented at the Emerging Wealth Winners Conference. Key Topics: Credit Corp’s US business and market dynamicsManaging risk and capital allocation in debt purchasingAWAG’s activist investment strategy and industry rationalisationThe future of financial advice in AustraliaIntergenerational wealth transfer and advisor shortagesIndustry consolidation and growth opportunitiesTimestamps: 00:00 – Series intro & Credit Corp interview 15:00 – AWAG interview introduction 16:00 – AWAG’s activist approach and market outlook 35:00 – Key takeaways and episode wrap-up Listen on: Apple PodcastsSpotifyYouTubeFollow Teaminvest: LinkedInFacebook🎙️ Enjoyed this episode? Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 📩 Join the conversation Have thoughts or questions? Email us at marketing@tipgroup.com.au or connect with us on LinkedIn 🔗 Support the show Love what we’re doing? Please show your love by sharing this episode with a friend.

    32 min

  4. NOV 24

    Emerging Wealth Winners Series: SOLVAR & Mader – Resilient Cashflows, People‑First Culture and Global Growth

    In this first episode of the Emerging Wealth Winners Series, produced in partnership with Ausbiz, we explore two ASX‑listed businesses that combine resilient earnings, disciplined risk management and long runways for growth: Solvar Group (ASX:SVR) and Mader Group (ASX:MAD). Hosted by Kylie Merritt from Ausbiz as part of the Emerging Wealth Winners Conference, with commentary from TIP Groups CEO ,Andrew Coleman, this episode dives into: How Solvar has built a scalable, niche position in secured automotive finance for underserved Australians with non‑prime credit historiesWhat Solvar learned from its multi‑year regulatory battle with ASIC, and how it has strengthened its governance, credit risk and First Nations trainingHow Solvar is using AI to analyse call recordings, identify hardship, improve training and lower its OPEX ratioWhy tighter private credit markets can actually favour Solvar’s equity‑funded balance sheet and drive consolidation opportunitiesThen we shift gears to Mader Group, a global heavy equipment maintenance specialist that started from the back of a ute and now operates across Australia, North America and multiple industries: How Mader’s people‑first culture, “Three Gears” program and Global Pathways create a powerful moat in blue‑collar talentWhy half of Mader’s Canadian workforce is Australian, and how internal training turns technicians into financially literate business leadersThe strategic logic behind Mader’s expansion into North America, rail, infrastructure maintenance, oil and gas and other new verticalsHow Mader manages execution risk, sets margin hurdles for new geographies and maintains industry‑leading safety systemsWhy Teaminvest sees both Solvar and Mader as potential “emerging wealth winners” with attractive PE multiples and strong compounding potentialWhether you’re a long‑term investor, a Teaminvest member or simply curious about how smaller companies create durable competitive advantages, this episode offers a practical look at scalable business models, risk management and culture‑driven growth. Listen on: Apple Podcasts: https://podcasts.apple.com/us/podcast/teaminvest-wealth-builders/id1811489508Spotify: https://open.spotify.com/show/71dSg1DgpesFF5TcaUsM1j?si=6677e1737e7642dfYouTube: https://www.youtube.com/@Teaminvest2007Follow Teaminvest: LinkedIn: https://www.linkedin.com/company/teaminvestaus/Facebook: https://www.facebook.com/Teaminvest-110499441334663Join the Conversation: How many holdings do you think you can genuinely understand? Share your thoughts on LinkedIn or Facebook and tag Teaminvest. 🎙️ Enjoyed this episode? Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 📩 Join the conversation Have thoughts or questions? Email us at marketing@tipgroup.com.au or connect with us on LinkedIn 🔗 Support the show Love what we’re doing? Please show your love by sharing this episode with a friend.

    37 min

  5. NOV 17

    Diworsification REVISITED: When Diversification Destroys Your Returns

    Is your “diversified” portfolio actually holding you back? In this episode of the Teaminvest Wealth Builders Podcast, Kerry Fleming is joined by CEO Andrew Corman and Head of Funds Management & Education Sanjee Narendran to revisit the concept of diworsification—Warren Buffett’s term for over-diversifying to the point where you dilute your returns and cap your upside. They unpack the gap between academic risk theory and real-world risk, explain why volatility is not the same as the risk of permanent loss, and show how traditional diversification and regulation can push investors toward mediocre outcomes. You’ll learn how many assets you can realistically understand, why high-conviction investing can be more rational than it looks, and how to strike a smarter balance between risk, focus, and long-term wealth creation. Key Topics Covered: What diversification really means in academic finance vs real lifeSystemic risk vs company/industry-specific riskWhy volatility ≠ real-world risk of lossHow regulators and industry use “risk” and “volatility” to sell mediocrityThe hidden cost of portfolio bloat and overlapDiworsification: when diversification quietly destroys your upsideHow many assets you can realistically understand and monitorCircle of competence and intelligent risk-takingThinking in terms of “loss given default” instead of abstract probabilityWhy understanding what you invest in matters more than box-ticking diversificationTimestamps (suggested): 00:00 – Introduction: diversification vs diworsification 02:00 – Academic definition of diversification and risk 07:00 – Volatility vs real-world risk (and why regulators get it wrong) 13:00 – Industry incentives and under-promising “safe” returns 18:00 – Diworsification: when diversification caps your upside 23:00 – How many assets should you really hold? 28:00 – Circle of competence and high-conviction portfolios 34:00 – Risk as “loss given default” vs volatility 39:00 – Understanding funds and products beyond the label 43:00 – Final thoughts: do your due diligence, not just “spread the risk” Listen on: Apple Podcasts: https://podcasts.apple.com/us/podcast/teaminvest-wealth-builders/id1811489508Spotify: https://open.spotify.com/show/71dSg1DgpesFF5TcaUsM1j?si=6677e1737e7642dfYouTube: https://www.youtube.com/@Teaminvest2007Follow Teaminvest: LinkedIn: https://www.linkedin.com/company/teaminvestaus/Facebook: https://www.facebook.com/Teaminvest-110499441334663Join the Conversation: How many holdings do you think you can genuinely understand? Share your thoughts on LinkedIn or Facebook and tag Teaminvest. 🎙️ Enjoyed this episode? Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 📩 Join the conversation Have thoughts or questions? Email us at marketing@tipgroup.com.au or connect with us on LinkedIn 🔗 Support the show Love what we’re doing? Please show your love by sharing this episode with a friend.

    31 min

  6. NOV 10

    The Power of Dividends: How to Achieve 15–20% Returns with Patience & Quality

    Can you really achieve 15–20% annual returns from your original share investment—just by focusing on dividends? In this episode, Kerry Fleming explores the true wealth-building power of dividends, compounding, and patience. Discover how disciplined reinvestment, market volatility, and a focus on quality businesses can turn moderate starting yields into substantial income streams over time. With real-world examples from the ASX and practical strategies for 2025, this episode is a must-listen for anyone seeking lasting wealth and financial independence. Key Topics Covered: Why dividends (not price) are the real secret to long-term wealthThe role of compounding and reinvestment in boosting returnsReal-world ASX examples: banks, resources, and blue chipsHow to calculate your yield on cost and track true income growthThe importance of patience, quality, and ignoring market noiseUsing market volatility as an opportunity, not a threatWhat to look for in a dividend stock: balance sheet, payout history, managementThe role of franking credits for Australian investorsPractical steps for building a high-yield portfolio over timeThe mindset needed for successful, income-focused investingTimestamps: 00:00 – Welcome & Team Invest philosophy 02:00 – The dividend vs. price debate 04:00 – Compounding, patience, and quality 08:00 – Real-world scenario: 2015–2025 ASX portfolio 12:00 – The power of reinvestment and market dips 15:00 – Yield on cost: tracking your true returns 18:00 – Franking credits and tax benefits 20:00 – Current market conditions and dividend trends 24:00 – Practical steps for dividend success 28:00 – The importance of discipline and patience 30:00 – Final thoughts & Team Invest invitation Listen on: Apple PodcastsSpotifyYouTubeFollow us: LinkedInFacebookJoin the Conversation: What’s your dividend investing strategy? Share your thoughts on LinkedIn or Facebook! About Teaminvest: Teaminvest is an exclusive investment community helping Australians and New Zealanders build generational wealth through education, disciplined strategy, and peer wisdom. 🎙️ Enjoyed this episode? Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 📩 Join the conversation Have thoughts or questions? Email us at marketing@tipgroup.com.au or connect with us on LinkedIn 🔗 Support the show Love what we’re doing? Please show your love by sharing this episode with a friend.

    11 min

  7. NOV 3

    Return on Equity (ROE): The Most Misunderstood Metric in Investing

    Return on equity (ROE) is one of the most popular—and misunderstood—metrics in investing. In this episode, we break down what ROE really means, why it can be both a valuable tool and a dangerous trap, and how investors can avoid being misled by headline numbers. Using real-world examples like Qantas and the latest market trends, you’ll learn how to spot financial engineering, understand the impact of debt, and use ROE the right way in your investment decisions. Key Topics Covered: What is ROE and why do investors love it?Why a high ROE isn’t always a good signReal-world examples: Qantas, buybacks, and financial engineeringThe main ROE traps: debt, shrinking equity, and misleading growthThe “Buffett trap”—and why capital structure mattersHow to dig deeper: cash flow, net debt, and ROICPractical tips for using ROE in today’s high-interest-rate environmentTimestamps: 00:00 – Welcome & why ROE is misunderstood 02:00 – ROE basics: calculation and appeal 04:30 – Why ROE can be misleading 07:00 – Case study: Qantas and the ROE illusion 10:30 – The five ROE traps every investor should know 16:00 – Protect yourself: what to check beyond the headline 21:00 – ROE in the 2025 market: high rates, buybacks, and investor scrutiny 26:00 – Practical tips: cash flow, debt, ROIC, and management commentary 30:00 – Summary: using ROE wisely Listen on: Apple PodcastsSpotifyYouTubeFollow us: LinkedInFacebookJoin the Conversation: What’s your biggest question about investment metrics? Share your thoughts on LinkedIn or Facebook! About Teaminvest: Teaminvest is an ASX-listed financial institution focused on empowering investors through education, in-depth analysis, and a community of like-minded wealth builders. 🎙️ Enjoyed this episode? Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 📩 Join the conversation Have thoughts or questions? Email us at marketing@tipgroup.com.au or connect with us on LinkedIn 🔗 Support the show Love what we’re doing? Please show your love by sharing this episode with a friend.

    14 min

  8. OCT 27

    SMSF Estate Planning: Protect Your Super, Protect Your Legacy

    Estate planning is one of the most important—and most overlooked—aspects of managing a self-managed super fund (SMSF). In this episode, Kerry Fleming is joined by SMSF specialist Meleena Mitchell to break down the essentials of SMSF estate planning, including death benefit nominations, eligible beneficiaries, tax traps, and the practical tools you need to ensure your super goes to the right people, at the right time. If you want to safeguard your legacy and avoid costly mistakes, this episode is a must-listen. Key Topics Covered: Why estate planning is critical for SMSF membersThe difference between binding and non-binding death benefit nominationsWho qualifies as an eligible beneficiary (and who doesn’t)Common tax traps: death tax and tax dependents explainedHow to use reversionary pensions and enduring powers of attorneyThe importance of regular reviews and updating your trust deedTimestamps: 00:00 – Welcome & why estate planning matters 02:00 – SMSF death benefit nominations: binding, non-binding, lapsing, non-lapsing 09:00 – Who is an eligible beneficiary? 13:00 – Financial dependents, interdependency, and trust deed requirements 18:00 – Death tax, tax dependents, and payment options 25:00 – Estate planning tools: reversionary pensions & enduring power of attorney 30:00 – Practical tips: regular reviews, major life events, and trust deed updates 33:00 – Final thoughts & how to get help Listen on: Apple PodcastsSpotifyYouTubeFollow us: LinkedInFacebookJoin the Conversation: What’s your biggest SMSF estate planning question? Share it on LinkedIn or Facebook! About Teaminvest: Teaminvest is an ASX-listed financial institution focused on empowering Australians through education, rigorous analysis, and a community of like-minded wealth builders. 🎙️ Enjoyed this episode? Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 📩 Join the conversation Have thoughts or questions? Email us at marketing@tipgroup.com.au or connect with us on LinkedIn 🔗 Support the show Love what we’re doing? Please show your love by sharing this episode with a friend.

    18 min
See All (34)

About

Join us for the TIP Wealth Builder weekly podcast where we bring you insights, strategies and stories to help you compound your wealth and knowledge. Whether you are a seasoned investor, or just starting out on your wealth building journey, this podcast is designed to inspire, educate and empower you. 

Information

  • Creator
    TIP Group / Teaminvest
  • Years Active
    2K
  • Episodes
    34
  • Rating
    Clean
  • Copyright
    © 2025 Teaminvest Wealth Builders
  • Show Website
    Teaminvest Wealth Builders

You Might Also Like