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. 1D AGO

    Wealthy & Wi$e Ep4: The Diversification Trap

    Diversification is one of investing's most repeated mantras, but are you doing it right? In this episode of Wealthy & Wise, we sit down with Andrew Coleman from Teaminvest, David Sokulsky from Carrara Capital, and Rob Gilmore from Wealth Simplicity to cut through the theory and get practical on one of investing's most misunderstood concepts. From Markowitz's 1950s mean-variance framework to real-world portfolio construction, the panel unpacks the difference between market risk and company-specific risk, why correlation matters more than the number of stocks you hold, and whether 20 well-chosen companies can outperform a bloated 50-stock portfolio. They also tackle the questions investors actually wrestle with: Can you be fully diversified within Australian equities alone? When does diversification start destroying returns? And how does your personal circle of competence determine how concentrated your portfolio should be? Plus, a viewer question on the eternal dilemma...when exactly do you pull the trigger on buying or selling a stock? Whether you're a seasoned value investor or building your first portfolio, this episode will challenge how you think about risk. 🎙️ 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 💡 More Teaminvest: Website: https://www.teaminvest.com.au LinkedIn: https://www.linkedin.com/company/teaminvestaus YouTube: https://youtube.com/@teaminvest2007 Instagram: https://www.instagram.com/teaminvest_aus Facebook: https://www.facebook.com/teaminvestaus

    42 min

  2. FEB 18

    Wealthy & Wi$e Ep 3: Value & Volatility

    Volatility is one of the most misunderstood concepts in investing. It’s often treated as synonymous with risk...but is that really true? In Episode 3 of Wealthy & Wise, we unpack what volatility actually measures, why markets react so sharply to deviations from expectations, and whether price swings always signal danger. From an academic lens, we explore how volatility is calculated, why finance theory treats upside and downside surprises the same way, and how incentives — from executive pay structures to fund manager performance pressure and passive flows — can amplify market swings. But theory is only half the story. In our Head-to-Head segment, the debate turns practical. Andrew Coleman of Teaminvest argues that not all volatility is created equal: volatility of earnings destroys value, while volatility of price can create opportunity. Through real stock examples — including Coles (ASX: COL), Bapcor (ASX: BAP), Data#3 (ASX:DTL) and TechnologyOne (ASX: TNE)— we examine when stable earnings paired with volatile prices can offer disciplined investors an edge, and when seemingly “safe” stocks may hide fundamental risk. The episode challenges a simple but powerful assumption: should investors fear volatility — or learn to interpret it better? If markets feel unpredictable right now, this conversation will help you distinguish between noise and genuine risk — and think differently about what volatility means for your portfolio. 🎙️ 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 💡 More Teaminvest: Website: https://www.teaminvest.com.au LinkedIn: https://www.linkedin.com/company/teaminvestaus YouTube: https://youtube.com/@teaminvest2007 Instagram: https://www.instagram.com/teaminvest_aus Facebook: https://www.facebook.com/teaminvestaus

    46 min

  3. FEB 12

    Wealthy & Wi$e Ep 2: How Rising Interest Rates Impact Value Investing – Strategies for Investors

    Interest rates shape every investment decision, yet their impact on companies is often misunderstood. In this episode of Wealthy + Wise, ausbiz's Nadine Blayney is joined by William Buck chief economist Besa Deda and Teaminvest’s Andrew Coleman to unpack what a rising-rate environment really means for investors. The program begins with the macro picture. Besa explains the outlook for interest rates, how higher borrowing costs are flowing through to consumer and business confidence, and what the Reserve Bank is ultimately trying to achieve by tightening policy. Is the goal to cool demand, reset inflation expectations, or something more structural? And how should long-term investors read those signals? From there, the conversation turns to valuation. Andrew Coleman walks through the very different ways rising rates affect growth investors versus value investors. Using clear, real-world examples, he shows how higher discount rates can materially change the price a growth investor is willing to pay, even when nothing about the underlying business has shifted. The Head to Head segment brings two distinct investment philosophies into sharp focus. Fund manager Michael Carmody from Centennial Asset Management outlines a flexible, risk-first approach, he says while most of the fund’s alpha has come from small caps, he argues protecting capital through the cycle matters more than chasing every rally. With rates expected to keep rising, Michael is blunt about where he doesn’t want to be: interest-rate sensitive sectors such as banks, non-bank lenders and property trusts, where higher funding costs and softer demand squeeze earnings. Retail, too, deserves caution as consumers pull back. Andrew Coleman counters with a more concentrated, long-term lens. If a portfolio is built around 20–30 companies chosen to be beneficiaries across cycles, a change in rates shouldn’t alter the investment case. The key is balance sheets and moats as heavily indebted businesses are vulnerable, but resilient franchises can keep compounding regardless of macro noise. The debate highlights the tension between earnings risk and sentiment risk and how different styles navigate the same storm. *Partner content ▶️ For more insights into Teaminvest’s disciplined, research-driven approach to investing, visit our website and learn how to become part of our investor community. 🎙️ 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 💡 More Teaminvest: Website: https://www.teaminvest.com.au LinkedIn: https://www.linkedin.com/company/teaminvestaus YouTube: https://youtube.com/@teaminvest2007 Instagram: https://www.instagram.com/teaminvest_aus Facebook: https://www.facebook.com/teaminvestaus

    41 min

  4. FEB 5

    Wealthy & Wi$e Ep 1: The Real Secrets of Value Investing with Team Invest

    Welcome to Wealthy and Wise, your essential guide to value investing—powered by Teaminvest and hosted by Nadine Blaney on Ausbiz. This episode is all about demystifying value investing, exploring the difference between price and value, and helping you think like a business owner, not a trader. Andrew Coleman from Teaminvest joins to break down what value investing truly means, how to spot real opportunities, and why buying great businesses at the right price is the key to building long-term wealth. We’ll also put three familiar ASX companies—Coles, CSL, and Life360—under the microscope, show you how to read results like a pro, and share practical tips for navigating reporting season. Key Topics: What is value investing?The difference between price and valueInvesting vs. trading vs. speculatingThree styles of value investing: Deep Value, Growth, Buffett/Team InvestReal-world analysis: Coles, CSL, Life360How to read company reports and resultsThe importance of common sense and margin of safetyWhy most traders and speculators lose moneyBuilding wealth with a repeatable, owner’s mindsetTimestamps: 00:00 – Introduction to value investing 05:00 – Price vs. value explained 09:00 – Investing, trading, and speculating 11:52 – Coles, CSL, Life360: deep dive 26:00 – How to read results as a value investor 24:00 – Reporting season tips 28:00 – Key lessons and wrap-up Listen on: Apple PodcastsSpotifyYouTubeKeywords: value investing, investing podcast, Team Invest, Ausbiz, Andrew Coleman, Nadine Blaney, Coles, CSL, Life360, margin of safety, price vs value, reporting season, ASX, stock market, Buffett, long-term investing, financial education, common sense investing 🎙️ 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 💡 More Teaminvest: Website: https://www.teaminvest.com.au LinkedIn: https://www.linkedin.com/company/teaminvestaus YouTube: https://youtube.com/@teaminvest2007 Instagram: https://www.instagram.com/teaminvest_aus Facebook: https://www.facebook.com/teaminvestaus

    33 min

  5. JAN 30

    Unlocking the Power of AGMs: Insider Tips for Smarter Shareholders

    In this episode of the Teaminvest Wealth Builders Podcast, we’re joined by Steve Mabb—Team Ingress member and Chair of the Australian Shareholders Association—for a deep dive into the world of Annual General Meetings (AGMs). Discover how attending AGMs can give retail investors a real edge, the red flags to watch for in board and management behaviour, and practical tips for asking the right questions. Steve shares first-hand stories of both great and disastrous company meetings, and explains why face-to-face engagement with boards is irreplaceable for smart, risk-aware investors. Key Topics: What is an AGM and why should you go?How to find and attend AGMs (in-person and hybrid)What to ask: questions that reveal true board and management qualityReal stories: shareholder wins and horror storiesThe “two-strike” rule and how it empowers shareholdersHow to spot red flags and protect your capitalThe evolving landscape of shareholder engagement in AustraliaTimestamps: 00:00 – Introduction & Steve’s background 03:00 – AGMs explained: what, when, and how 10:00 – Why management matters: Buffett’s yardsticks 18:00 – How to ask questions and what to look for 22:00 – Real-life AGM stories: good, bad, and ugly 36:00 – Action steps for retail investors 45:00 – Wrap-up & key lessons Listen on: Apple PodcastsSpotifyYouTubeKeywords: AGM, annual general meeting, shareholder, board, management, investing, governance, retail investor, questions to ask, Australian Shareholders Association, Team Ingress, Steve Mabb, Buffett, two-strike rule, corporate governance, stock market, investing 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 💡 More Teaminvest: Website: https://www.teaminvest.com.au LinkedIn: https://www.linkedin.com/company/teaminvestaus YouTube: https://youtube.com/@teaminvest2007 Instagram: https://www.instagram.com/teaminvest_aus Facebook: https://www.facebook.com/teaminvestaus

    38 min

  6. 12/15/2025

    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 💡 More Teaminvest: Website: https://www.teaminvest.com.au LinkedIn: https://www.linkedin.com/company/teaminvestaus YouTube: https://youtube.com/@teaminvest2007 Instagram: https://www.instagram.com/teaminvest_aus Facebook: https://www.facebook.com/teaminvestaus

    53 min

  7. 12/08/2025

    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 💡 More Teaminvest: Website: https://www.teaminvest.com.au LinkedIn: https://www.linkedin.com/company/teaminvestaus YouTube: https://youtube.com/@teaminvest2007 Instagram: https://www.instagram.com/teaminvest_aus Facebook: https://www.facebook.com/teaminvestaus

    26 min

  8. 12/01/2025

    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 💡 More Teaminvest: Website: https://www.teaminvest.com.au LinkedIn: https://www.linkedin.com/company/teaminvestaus YouTube: https://youtube.com/@teaminvest2007 Instagram: https://www.instagram.com/teaminvest_aus Facebook: https://www.facebook.com/teaminvestaus

    32 min
See All (39)

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
    2025 - 2026
  • Episodes
    39
  • Rating
    Clean
  • Copyright
    © 2026 Teaminvest Wealth Builders
  • Show Website
    Teaminvest Wealth Builders

You Might Also Like