Latest Episodes
How to Invest a $3M Lump Sum: Bond Mechanics, Inflation Risks & Capital Deployment Strategies
In this episode of Wealth Coffee Chats, the financial planning team walks through a real-world case study on managing and deploying a multi-million-dollar capital windfall. When property investors sell down assets and realize significant liquidity—such as a $3 million cash position—transitioning from small, regular investments to large-scale capital allocation requires a tailored strategic...
Latest Episodes
The 2026 Budget Shake-Up: Building a Property Portfolio From Scratch Under the New Regime
In this episode of Wealth Coffee Chats, host Emily Miller from the Positive Real Estate Advisory...
Rate Hikes, Budget Realities, and the Secrets to a “One-Touch” Loan Approval
Welcome to Finance Friday’s Wealth Coffee Chat. We’re breaking down a massive fortnight in...
The CGT Reset: Navigating the Return of Indexation and the Death of the 50% Discount
The 2026 Federal Budget has arrived, and for property investors, it’s a landscape of "broken...
2026 Tax Mastery: Construction, CGT, and the New Payday Super Rules
Following the latest Mentoring sessions, tax financial advisor Anthony Wolfenden addresses the...
The Valuation Trap: How Persistence and Professional Support Turn “Short” Valuations into Long-Term Wealth
In this episode of Wealth Coffee Chats, property investment coaches Rosie and Hayley dive into the...
The Kiwi Tax Shield: SCV 444 and the Relationship Trap
In this Tax Tuesday session, Anthony Wolfenden breaks down the unique tax position of New...
The Rate Rise U-Turn: 10 EOFY Super Hacks to Protect Your Wealth
In this episode of Wealth Coffee Chat, Alex breaks down the fallout from Tuesday’s RBA interest...
The Hike or Hold Showdown: Breaking Down Today’s May 2026 RBA Rate Decision
Today is "D-Day" for Australian mortgage holders and investors alike. As the RBA board convenes...
May the Compounding Force Be With You: Mastering the Long Game in Property
Happy May the 4th! On this special Monday edition of Wealth Coffee Chats, Bob Proven explores the...
Mortgage Chess: To Fix or Not to Fix in a 2026 Rising Market?
It is Friday, May 1, 2026, and the lending landscape is feeling a bit like a high-stakes game of...
Essential Inflation: Why March’s 4.6% Spike Puts the RBA on High Alert
On a "crispy" Melbourne Thursday, we dive into the latest inflation data released yesterday, and...
The Spouse Trap: Navigating PPOR Exemptions and CGT When Love Meets Real Estate
It’s tax season at Wealth Coffee Chats, and today we’re diving into the "holy grail" of Australian...