Grow Your Wealth Pivotal Conversations

In this episode of the Grow Your Wealth podcast, we share a conversation with Ben Stammer, a former banking executive who has successfully transitioned to making a significant social impact through his charity, ReLove. Ben discusses his illustrious career spanning 26 years at Deutsche Bank, the motivations behind his shift towards philanthropy, and the impactful work his charity is accomplishing. Join us as we uncover the power of leveraging one's expertise for community benefit, the challenges and victories of starting a charity, and how ReLove is making a tangible difference in people's lives by combating furniture waste.

[00:00:00] - Introduction to Ben Stammer and the origins of ReLove
[00:07:00] - The pivot from finance to philanthropy: Ben’s career transition and the founding of ReLove
[00:14:12] - Insights into ReLove’s operations, from sourcing furniture to supporting communities
[00:21:04] - The significance of client relationships and partnerships in both banking and charity work
[00:28:15] - The role of private credit and asset-backed investing in Ben's current activities
[00:35:00] - Ben's personal reflections: Advice to his younger self, motivations, and insights on building long-term wealth

Follow Ben Stammer:
https://www.linkedin.com/in/ben-stammer/

iPartners Website: www.ipartners.com.au

Register Here: https://ipartners.iplatforms.com.au/register/register-as-wholesale/

iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd

Follow Travis Miller: https://www.linkedin.com/in/travismilleripartners

In this episode of the Grow Your Wealth podcast, we're honoured to welcome Anthony Landahl, the visionary founder and Managing Director of Equilibria Finance. Anthony takes us through his entrepreneurial journey, from the inception of Equilibria to becoming a pivotal figure in the finance industry. He shares the emotional highs and lows, the strategic decisions, and the pivotal moments that have shaped his path from founding to leading one of the most respected firms in finance. From the challenges of establishing a new company in a competitive market to the insights gained from scaling operations and making impactful hires.

[00:00:00] - Introduction to Anthony and the founding of Equilibria Finance
[00:02:15] - The early days: Setting the vision and building the foundation
[00:04:20] - Navigating the finance industry's challenges as a startup
[00:08:33] - Key milestones and growth strategies
[00:13:47] - Building and maintaining client trust and relationships
[00:17:59] - The role of technology and innovation in financial services
[00:22:11] - Lessons learned from expansion and scaling
[00:27:26] - The importance of culture and values in team dynamics
[00:31:40] - Facing adversity: Resilience and adaptation
[00:36:55] - Anthony's personal growth and leadership insights
[00:41:07] - The future of finance and Equilibria's place in it
[00:45:22] - Advice for aspiring finance entrepreneurs
[00:49:36] - Conclusion: Reflecting on achievements and gratitude

Follow Anthony: linkedin.com/in/anthony-landahl-equilibria

iPartners Website: www.ipartners.com.au

Register Here: https://ipartners.iplatforms.com.au/register/register-as-wholesale/

iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd

Follow Travis Miller: https://www.linkedin.com/in/travismilleripartners

#growyourwealth #finance #ipartners

In this episode of the Grow Your Wealth podcast, we're joined by Frank Greeff, an entrepreneur who navigated the highs and lows of selling his tech business for $180 million. Frank shares the rollercoaster of emotions, strategies, and crucial moments that defined his journey from startup to scale-up. From handling the weight of expectations and mastering the art of lean operations to the transformative impact of strategic hires and maintaining brand cohesion during rapid growth, Frank offers invaluable insights for entrepreneurs at every stage.

[00:00:00] - Introduction and Frank's monumental sale
[00:01:13] - The critical early calls and emotional journey post-sale
[00:03:08] - The cost and stress of transacting a deal
[00:05:52] - Overcoming doubt and the power of perseverance
[00:09:04] - Shielding the business during negotiations
[00:11:21] - Emotional and financial stakes in the deal
[00:15:08] - Preparing for challenges with a proactive mindset
[00:20:24] - The supportive role of personal relationships in entrepreneurship
[00:26:35] - Addressing the loneliness in entrepreneurship
[00:29:00] - Frank's relationship with money before and after the sale
[00:38:06] - Key strategies that drove early growth with lean resources
[00:52:29] - The evolution of team cohesion and communication with scaling
[00:57:55] - Wrap-up and gratitude

Follow Frank: https://www.linkedin.com/in/frankgreeff

iPartners Website: www.ipartners.com.au

Register Here: https://ipartners.iplatforms.com.au/register/register-as-wholesale/

iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd

Follow Travis Miller: https://www.linkedin.com/in/travismilleripartners

In this episode of the Grow Your Wealth podcast, we are thrilled to welcome Charlie Viola, an influential figure in wealth management who has carved a remarkable path from a humble beginning as a bank teller to becoming the managing director of a prestigious private client business managing over $3.5 billion in assets. Join us as we delve into Charlie's journey, revealing the insights, strategies, and philosophies that have propelled him to success in the high-net-worth and ultra-high-net-worth advisory space.

[00:00:00] - Foundational Philosophy
[00:01:13] - Introduction to Charlie Viola's Wealth Management Mastery
[00:02:22] - The Evolution from a Bank Teller to Wealth Management Advisor
[00:06:14] - Building Trust and Client Relationships from Scratch
[00:11:19] - The Core Principle: Doing Right by the Client
[00:16:09] - Pivotal Career Moves 
[00:21:48] - Navigating and Growing Through the GFC
[00:27:34] - Future Plans: Expanding the Advisor Base and Scaling the Business
[00:32:47] - Personal Views on Success and Legacy
[00:37:41] - Quickfire Questions: Insights and Reflections

Follow Charlie: https://www.linkedin.com/in/charlieviola/
iPartners Website: www.ipartners.com.au
Register Here: https://ipartners.iplatforms.com.au/register/register-as-wholesale/
iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd
Follow Travis Miller: https://www.linkedin.com/in/travismilleripartners

In this episode of the Grow Your Wealth podcast, joining us is Jason Huljich, a titan in the real estate industry with an impressive 27-year career that spans across various sectors including commercial and industrial real estate. Jason's role as an Executive Director at Centuria Capital Group and his leadership in several other Centuria entities, including Centuria Life Limited, Centuria Healthcare, and Centuria Property Funds, mark him as a key figure in the industry. But what truly sets Jason apart is his position as Joint CEO alongside John McBain, where they oversee an astounding $21 billion in assets under management. 

[00:00:00] - The Illusion of Quick Wealth and Building a Team
[00:06:16] - Launching Century Foundation and Navigating Real Estate Crises
[00:13:37] - Jason's Early Life and Career Beginnings
[00:25:03] - Influential Figures in Jason's Career
[00:36:12] - Opportunities and Risks in Today's Market
[00:43:17] - Advice for Aspiring Entrepreneurs

Follow Jason: https://www.linkedin.com/in/jasonhuljich/

iPartners Website: www.ipartners.com.au 

Register Here: https://ipartners.iplatforms.com.au/register/register-as-wholesale/ 

iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd 

Follow Travis Miller: https://www.linkedin.com/in/travismilleripartners

In this episode of the Grow Your Wealth podcast, host Travis Miller sits down with Trent Doughty, a visionary in the private wealth management sector and a pivotal figure at Kelly and Partners Private Wealth. Trent delves into his extensive career, from its beginnings in the competitive world of global banking to co-founding a leading wealth management division, offering listeners a rare glimpse into his unique experiences in building wealth.

[00:00:00] - Introduction and Early Insights from Trent Doughty
[00:06:16] - Differentiating Kelly and Partners in Wealth Management
[00:13:41] - Entrepreneurial Insights and Personal Growth
[00:25:33] - The Future of Investment: Opportunities and Risks
[00:37:05] - Investment Strategies and Client Relationships
[00:39:20] - Reflections on Past Investments and Learning Moments
[00:44:59] - Advice for Aspiring Entrepreneurs and Investors
[00:49:15] - Key Takeaways and Closing Thoughts

Follow Trent: https://www.linkedin.com/in/trent-doughty-9818086

Learn More About Kelly & Partners: https://www.kellypartners.com.au/

iPartners Website: www.ipartners.com.au 

Register Here: https://ipartners.iplatforms.com.au/register/register-as-wholesale/ 

iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd 

Follow Travis Miller: https://www.linkedin.com/in/travismilleripartners