Luke Laretive - Podcast Details

Shows

Equity Mates Investing PodcastCard fees to go, Pimp my Portfolio & BlackRock lost $52 billion in one goLuke Laretive is back for another edition of Pimp my Portfolio. What will he have to say about community member Keiran's portfolio? Tune in to find out. That's not all we cover in another big episode:The RBA is moving to ban all card surcharges We cover the latest trade war news Earnings season has kicked off in the US - what have we learned so far?Pimp my Portfolio with Luke LaretiveHave a question you want us to answer? Record a voice note or send us a message 2025-07-2035 min

Australian Investors PodcastPro Medicus, Kelly Partners, $10k portfolio review & shares vs property debate with Luke LaretiveIn this Australian Investors Podcast episode, your hosts Owen Rask and Luke Laretive discuss: – Why Luke refuses to buy investment property – Pro Medicus (ASX: PME) and why it's not in Seneca’s portfolio – Luke’s small cap process and how it delivers outperformance – How big the Seneca fund can grow and when it might close Chapters (approximate) (0:00) Introduction (02:28) NVIDIA or Pro Medicus? (07:27) Is Investing with Luke the Top of the Market? (11:30) How Big Can Your Fund Get Before Soft Closing...2025-07-1852 min

Australian Investors PodcastVulcan Energy, Zip & Euroz Hartleys: Small cap investing with Luke LaretiveIn this Australian Investors Podcast episode, your hosts Owen Rask and Luke Laretive (Seneca Financial Solutions) discuss: – How Luke turned $0.60 into $15 with Vulcan Energy – Why Zip was his biggest percentage win – Two new small cap stock ideas: Antipa Minerals and Euroz Hartleys – Why investors get performance data and fund evaluation wrong If you love learning about small cap investing and ASX company analysis, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more inv...2025-06-2643 min

Equity Mates Investing Podcast4 proven ways to pick winning small caps - Luke LaretiveLuke Laretive is the CEO of Seneca Financial Solutions and Portfolio Manager of the Seneca Small Companies fund.In today's episode we discuss four ways Luke and the team have made money in Australian small caps, and unpack a current example of each.Want more from Luke and the team at Seneca? Sign up to Good Research to receive two in-depth research reports on Australian stocks. Use the code MATES for 10% off.—------Want to get involved in the podcast? Record a voice note or send us a...2025-06-0941 min

Equity Mates Investing PodcastWhy housing will keep going up, a stock for the great wealth transfer & Pimp my Portfolio with Luke LaretiveAustralian residential property has only gone up in our lifetimes. Recent data from the Federal Government, Equifax, and the Australian Bureau of Statistics all lead to one conclusion: its going to keep going.Tune in to hear why.That's not all we unpack in another big episode of Equity Mates:A tough week for Australian miners as lithium and iron ore sell offWhy your favourite ice cream is getting more expensivePimp my Portfolio with Luke LaretiveBryce discusses Generation Development Group—------Want to get involved in...2025-06-0436 min

Australian Investors PodcastIdentifying ASX small cap inflection pointsIn this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss: - How the Seneca Small Companies Fund outperformed by 25% - Why inflection points in profitability drive returns - The role of consistency, speed, and process in investing - Breakdowns of stocks like Catapult, MMA Offshore & AFG If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more...2025-05-2849 min

Equity Mates Investing PodcastSuper funds are outgrowing Australia, Pimp my Portfolio with Luke Laretive & the crippling effect of feesThere was always going to be a day when this happened. Australia's superannuation industry has grown to more than $4 trillion assets under management. That is becoming too big for a country with a GDP of $3 trillion and a local stock market with a market cap of $2.7 trillion. So Big Super is growing up and leaving home. Tune in as we break it all down.That's only the start of another big episode of Equity Mates:Luke Laretive joins for Pimp my PortfolioWe explain how fees can compound into hundreds of thousands of...2025-03-1927 min

Equity Mates Investing PodcastExpert: Luke Laretive - Looking for catalysts in Aussie stocksLuke Laretive from Seneca Financial Solutions joins us to talk about what he's been buying and selling. Tune in as we chat about a massive number of companies including:De Grey Mining AmpolBreville GroupIDP EducationAntipa Wildcat ResourcesSun Silver GQG PartnersWeb Group and Web Travel Group —------Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.—------Keep up with the news moving markets with the Equi...2025-02-1739 min

Equity Mates Investing PodcastNetflix won the streaming wars, Pimp my Portfolio with Luke Laretive & we debate Novo Nordisk or Eli LillyCall the fight, it is over: Netflix has won the streaming wars. Tune in to today's episode to hear the latest news from Netflix, Disney and the streaming industry that has led us to the conclusion that the fight is over. That's not all we cover in another big episode: Luke Laretive returns for another Pimp my PortfolioWe debate Novo Nordisk v Eli Lilly - which would we buy?The latest data shows Australian offices aren't recovering Does Philly's Superbowl win spell danger for the markets?—------2025-02-1644 min

Wealth And Toil - An Australian Investment PodcastBig SuperIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss the current state of the Australian superannuation sector.Investment Management and Internalisation:- The internalisation of investment management by big super funds. This trend involves hiring fund managers internally rather than using external fund managers, which might lead to mediocrity and lack of competition.- The capability of these funds to manage the enormous amounts of money effectively and the implications of large funds managing market indexes.Impact of Index Hugging and Market Distortions:...2024-12-2030 min

Wealth And Toil - An Australian Investment PodcastReviewing May Stock PicksIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss recent stock picks from May this year, the dynamics of fund management, and the strategic implications of recent stock performance and financial movements as 2024 draws to a close.ASX:GQG - Undervalued- GQG as a company and its distinction between managing funds and the funds management business itself.- GQG’s performance, including the challenges and resilience in light of accusations against Adani Group for corruption, affecting one of GQG's large holdings, currently 8%.May Stock Pi...2024-12-0925 min

Wealth And Toil - An Australian Investment PodcastStock Picks: the next 2 months, 2 years, 20 yearsIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green pick stocks to perform over the short term (two months), medium term (two years), and long term (twenty years).Short-Term Investment Advice (Two Months):Dylan advises against risky investments for short-term financial needs, recommending a high-interest savings account instead.Luke offers two stock tips for the short term, expecting specific events to potentially increase their value: -- De Grey Mining, due to a pending mining permit-- Vulcan Energy Resources, anticipating a financing dealMedium-Term Investment Strategy...2024-11-2931 min

Wealth And Toil - An Australian Investment PodcastInvestment Philosophy, Risk Profiles & Common MisconceptionsIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss financial investment philosophies, built on the a foundation of risk profiles, future planning and common misconceptions around investing.Insights into Financial Planning and Investment:- The practicalities of communicating investment philosophies to clients and tailoring investment strategies to individual needs.- The importance of understanding clients' risk profiles and behaviours rather than just relying on traditional risk profiling tools.Deep Dive into Client Interactions and Strategies:- The importance of understanding clients' backgrounds and...2024-11-2735 min

Equity Mates Investing PodcastExpert: Luke Laretive - High conviction stocks in Aussie small capsLuke Laretive is a financial adviser and founder of Seneca Financial Solutions. In today's episode we unpack:Luke's biggest learnings from the first anniversary of his small caps fundRecent takeaways from a mining trip to WA What Luke thinks larger financial institutions often get wrong Luke's 3 highest conviction stock picks—------Want more from Luke?Want to speak to Luke or another of our hand-picked advisers? Fill out the form on our website and we'll put you in touch.Check out Luke's Good Research platform and use th...2024-11-2544 min

Wealth And Toil - An Australian Investment PodcastSpicy Small CapsIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green are joined by guest Ben Richards discussing Australian small-caps:The Small Cap Opportunity: The potential for outperformance in a market that is relatively stable but top-heavy. Australian small caps provide a clear opportunity for growth.Active Management Versus Passive Investing: Active strategies are particularly beneficial in this segment because small caps require detailed analysis and selection to identify growth opportunities, which is not typically achievable with passive index tracking.Portfolio Strategy and Construction:2024-11-1835 min

Wealth And Toil - An Australian Investment Podcast2024 US ElectionIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss the upcoming U.S. election.Market Impact of ElectionsMarkets often experience short-term volatility, then generally adapt quickly to election outcomes. Individual policies may cause initial market reactions, but broader economic forces and market fundamentals have a more sustained impact on financial markets.TariffsPotential tariff policies by Trump, described as protectionist measures aimed at boosting domestic employment by imposing penalties on foreign goods. Luke and Dylan debate the inflationary impact of such tariffs, suggesting that...2024-11-1825 min $Chris Judd\'s Talk Ya Book Podcast$ Chris Judd's Talk Ya Book PodcastLuke LaretiveLuke Laretive from Seneca Financial Solutions talks us through Wildcat Resources, a lithium exploration company. With a strong management team and attractive valuation, Wildcat is well-positioned to capitalise on the growing demand for lithium. The company's recent performance and promising project pipeline have attracted significant investor interest. Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.2024-10-2910 min

Wealth And Toil - An Australian Investment PodcastSmall Caps, Mining in The Pilbara, Property MarketsIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green recent performance of Seneca's small cap fund, Luke's visit to Pilbara Minerals, Wildcat Resources and Port Hedland, and recent property market craziness in PerthDiscussion on Small-Cap Investments- Luke shares insights from his trip to WA, focusing on small-cap investment opportunities in the Pilbara region.- The performance of Seneca's small-cap fund, which has returned 28.4% over the past year, outperforming the benchmark by 9.6%.- The importance of considering different asset classes for generating alpha and the unpredictable...2024-10-1828 min

Wealth And Toil - An Australian Investment PodcastSecondary markets growth, Boomer travel & the importance of taking a breakIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss learning from their travels around the secondary markets, travel itself and the importance of taking a break.Dyl's observations from the U.S- The U.S. continues to be a global powerhouse despite negative media narratives, performing well with leading GDP, low unemployment, and strong stock markets.- Visits to top universities (MIT and Harvard) highlighted technological and business innovations. - Strong growth despite with increased interest rates, showing a unique macroeconomic balance....2024-10-0330 min

Equity Mates Investing PodcastSuper-for-Housing is still a bad idea, Luke Laretive returns for Pimp my Portfolio and Nick Cregan breaks down the power of real estate platformsOne of Australia's great companies, REA Group, is looking to acquire the biggest real estate portal in the UK, Righmove. Today, we call Nick Cregan from Fairlight Asset Management who has invested in Rightmove to understand what REA Group sees in Britain and where it might go next. That's not all we cover in a big episode of Equity Mates:Elon Musk and Larry Ellison are begging for a product, can you guess what? Why Oracle is up more than 50% this year Super-for-Housing has been raised again. It is still a bad idea.Luke Laretive...2024-09-2238 min

Wealth And Toil - An Australian Investment PodcastEntrepreneurship & Starting a BusinessIn this episode of Wealth & Toil, hosts Dylan Pargiter-Green and Luke Laretive discuss entrepreneurship & starting a business.Market UpdateThe recent market recovery post a significant crash, highlighting positive U.S. retail sales data indicating a lack of recession and decreasing inflation, suggesting a favourable environment for equities.Entrepreneurship and Business Start-Up Advice- Insights into starting a business, stressing the importance of market demand and having a viable product. - The impacts of the Hayne Royal Commission on the financial advice industry, which saw a reduction...2024-08-2233 min

Wealth And Toil - An Australian Investment PodcastMarket crash! Japanese Interest Rates + US employments indicatorsIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss a rare Japanese interest rate rise, bad employment indicators out of the US and the effect on global markets.Bonds are backDespite predictions of its demise, bonds still an important tool for a balanced portfolio. They highlight the resilience of a traditional 60/40 portfolio (60% stocks, 40% bonds) amid market fluctuations, with bonds providing diversification benefits.U.S. non-farm payrolls and ISM manufacturing dataImplications of recent U.S. non-farm payrolls and ISM manufacturing data, which suggested a...2024-08-1428 min

Wealth And Toil - An Australian Investment PodcastUnderstanding Fixed Interest InvestmentsIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green discuss the key elements of fixed interest investments.Fixed interest, or fixed income, is a crucial component of a diversified investment portfolio. It's typically less volatile than equities and offers a more stable return, primarily through interest payments from bonds.Mechanics of Fixed Interest:Lending money to entities (corporate or governmental) and receiving regular interest payments (coupons), with the principal amount typically returned at the end of the bond's term.Capital Structure:The...2024-07-3033 min

Wealth And Toil - An Australian Investment PodcastFundamentals of Financial AdvisoryIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss the fundamentals of the financial advice industry. There's a large range of financial advisors offering different kinds of advice.Types of Financial Advice:General Advice: Does not consider personal circumstances, provides factual information or opinions on financial products.Tax Advice: Accountants focus on tax minimisation and efficient tax structures, not on investment advice.Strategic Advice: Helps clients set and achieve financial goals, prioritising long-term objectives.Investment Advice: Selecting and managing investments, differentiating between static portfolios...2024-07-2231 min

Wealth And Toil - An Australian Investment PodcastBuying Property in SMSF'sIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss buying property in SMSFs, retirement and superannuation. Financial Requirements and Costs:- a combined super of at least $500,000 is advisable to cover annual audits, tax returns, and management fees which can total around $3,000 to $5,000.Alternatives to SMSFs for Common Investments:- For those interested in common investment types like shares and bonds, modern investment platforms provide sufficient access without the need for an SMSF.Buying Property through SMSFs:- Specifics...2024-07-0829 min

Wealth And Toil - An Australian Investment PodcastHalf Year WrapIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green discuss the story of 2024 so far.Australian Market: Discussion on the Australian market's performance, contrasting the industrial sectors against resources. Industrials outperformed resources significantly so far this year, with specific mention of the banking sector and major banks like Commonwealth Bank.US and Global Equities: Strong performance of large-cap US equities, with the MSCI World Index up by 17% in the first half of the year.Consumer Spending and Retail Sector:Concerns...2024-06-2840 min

Wealth And Toil - An Australian Investment PodcastInvestment FactorsIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green discuss stock market investment factors including Quality, Growth, Value, Momentum and more.Quality as an Investment Factor:- Quality typically sustainable growth in earnings without excessive share issuance or debt. It often includes companies with strong balance sheets, efficient capital allocation, and stable earnings growth.- How quality is determined through financial metrics like return on equity (ROE) and debt-to-equity ratios, plus the practical application of these metrics in evaluating a company's financial health and investment potential....2024-06-2136 min

Wealth And Toil - An Australian Investment PodcastTax & Super at EOFYIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green discuss EOFY strategies for maximising superannuation contributions to minimise tax liabilities, focusing on both concessional (pre-tax) and non-concessional (after-tax) contributions.Superannuation Contributions:Concessional Contributions- Strategies to utilise the full limit, including the "catch-up" provisions which allow individuals who haven’t fully utilised their cap in previous years to make additional contributions.Non-Concessional Contributions- After-tax contributions, which do not offer a tax deduction but can be beneficial for reducing taxes on retirement funds....2024-06-0727 min

Wealth And Toil - An Australian Investment PodcastInvestment Trends - Strategies, Outlook, and InfluencesIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green talk about the trend toward responsible investing, the importance of understanding long term trends, and why it’s beneficial to maintain a positive outlook when investing. Investment Strategies - Achieving a balanced view on investments - Analysing risks and opportunities while being mindful of timing- The cyclical nature of markets and the benefit of taking a long-term approachLithium and Battery Technology Investments- The rise and fall of lithium-related stocks, in...2024-05-2433 min

Wealth And Toil - An Australian Investment PodcastImmigration, Consumer Spending, and the Federal BudgetIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green discuss the federal budget, downturns in consumer spending, fears around investing in foreign markets, and the importance of understanding investments rather than following trends. Australian Federal Budget Overview- Stage three tax cuts implemented, with a reduction benefiting lower and middle-income earners- The indexation of HELP/HECS debt to wage increases instead of inflation- Small business support through instant asset write-offs for assets up to $20,000Immigration and Economic Impact...2024-05-2426 min

Wealth And Toil - An Australian Investment PodcastEducational debt reformsIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green discuss various types of debts, focusing on educational debt and investment and property debt. Educational debt reforms- Indexing has shifted from being solely based on inflation to a choice between inflation and wage growth rates, which could potentially lower the annual increase in debt repayment amounts- The impact of high inflation rates on HECS-HELP debt- The significant increases in HECS-HELP debt repayment amounts due to an unusually high indexing rate of 7.1% last year 2024-05-1036 min

Wealth And Toil - An Australian Investment PodcastHave you been fooled by thematic ETFs?In this episode of Wealth & Toil, hosts Dylan Pargiter-Green and Luke Laretive discuss thematic ETFs.Read Luke's full article on Livewire - https://www.livewiremarkets.com/wires/have-you-been-fooled-by-thematic-etfsActual performance and value of thematic ETFs- Do thematic ETFs add long-term value to an investor's portfolio?Fees on thematic ETFs- definitely not free, fees higher than many believe- not far off an active fund manager's feesBehavioural Economics in Investing:- Emotional biases and the psychological impacts...2024-05-0343 min

Wealth And Toil - An Australian Investment PodcastSmall Caps in a falling rate environmentIn this episode of Wealth & Toil, hosts Dylan Pargiter-Green and Luke Larative are joined by Ben Richards from Seneca to discuss small caps in the Australian market.- Overweighting small caps Overweighting small caps due to the nearing end of the interest rate cycle, expecting small caps to outperform in a falling rate environment.- Recent performance of small capsBen highlights the discounts small caps are trading at compared to long-term averages and the potential for better returns in small caps during bull markets....2024-05-0135 min

Australian Investors PodcastBetter buy: Pro Medicus (PME), RPMGlobal (RUL), Webjet (WEB) & WiseTech (WTC)Luke Laretive from Seneca Financial Solutions joins Owen Rask on The Australian Investors Podcast to dive into 4 tech stocks: Pro Medicus (ASX: PME), WiseTech Global (ASX: WTC), Webjet (ASX: WEB) and RPMGlobal (ASX: RUL). Luke's article: https://www.raskmedia.com.au/2024/04/11/2-key-ingredients-for-finding-10-baggers-like-altium-alu-on-the-asx/Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https...2024-04-1741 min

Wealth And Toil - An Australian Investment PodcastLegacy Planning, Catchup Contributions, Transferring to an Allocated PensionIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green discuss;Current Market Update:Current market conditions, including specifics on China’s equity performance and the ASX 200.Investment Strategies for Retirement: The importance of diversifying investment portfolios beyond high-dividend blue-chip stocks and considering different asset classes for retirement planning.Behavioural Investing:We discuss the behavioural aspects of investing, particularly how emotional responses to market changes can impact investment decisions.Tax Strategies and Superannuation: Strategies for managing ta...2024-04-1547 min

Wealth And Toil - An Australian Investment PodcastBuilding a media company with Equity MatesHosts Luke Laretive and Dylan Pargiter-Green are joined by special guests Bryce and Alec from Equity Mates Key topics include:The Evolution of Financial Media- The transition from traditional financial advising to digital media and podcasting as tools for financial education.- The growth and challenges of managing a podcast as a business, including audience growth, content creation, and revenue models.- The role of podcasts in connecting professional financial insights with the general public, especially self-directed investors.Building Equity Mates over the...2024-03-2946 min

Equity Mates Investing PodcastSuper-for-Housing 🤮, Pimp my Portfolio 💰 & investing in India 🇮🇳The Federal opposition has proposed allowing Australians to access their superannuation to buy their first home. Good idea or bad idea? We unpack in today's episode. Here's what else you'll hearThe details behind the Australian opposition's proposed superannuation-for-housing policyWhy we think the policy isn't a great idea (but will probably still happen anyway)Pimp my portfolio returns as Luke Laretive reviews Bjorn's portfolioWe answer a question about how Ren invests in IndiaResources discussed: Pick up tickets for our upcoming live show: Ask an AdvisorWant to speak to Luke o...2024-03-2739 min

Wealth And Toil - An Australian Investment PodcastRetirement Planning - Myths, Fears & StrategiesIn today's episode, Luke Laretive and Dylan Pargiter-Green covers a range of financial strategies, investment tips, and insights into superannuation, with a focus retirement planning. Market Update: The current state of financial markets, including the performance of ASX200, BHP, and sectors like resources and industrials. We discuss the stability provided by the Reserve Bank of Australia's decision to maintain interest rates, which has positively impacted market confidence. Japan's market continues to perform strongly.Retirement Planning Focus: Debunking myths about retirement age and emphasising the significance of financial planning in...2024-03-2233 min

Wealth And Toil - An Australian Investment PodcastSuperannuation & Financial Planning for WomenLuke Laretive and Dylan Pargiter-Green covers a range of financial strategies, investment tips, and insights into superannuation, with a particular focus on how it impacts women and families. We zero in on strategies to boost superannuation before retirement, as well as the unique challenges faced by women in 2024 regarding superannuation, family planning, and the impact of the gender pay gap.Gender Pay Gap and Financial Planning for Women- the gender pay gap report in Australia, emphasising its implications for financial planning, especially for women. - How women balancing...2024-03-1533 min

Wealth And Toil - An Australian Investment PodcastHow to select a fund managerIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green discuss the importance of asset allocation in investment portfolios, particularly focusing on international equities. Asset allocation is crucial for balancing risk and return according to an investor's profile and goals. Key points include:Discussion on Asset Allocation:- Asset allocation involves diversifying investments across various asset classes to manage risk and potential returns.- The discussion differentiates between growth (equities, listed property) and defensive assets (bonds), emphasising the role of asset allocation in achieving long-term financial...2024-03-1141 min

Wealth And Toil - An Australian Investment PodcastActive vs Passive InvestingOn today's episode, hosts Luke Laretive and Dylan Pargiter Green discuss active vs passive investing with special guest Daniel Palmer. Key points include;The value of active management, especially during market downturns.A debate on active vs. passive investment strategies and common misconceptions.Insights on market trends, with a focus on NVIDIA's growth and AI investment implications.Analysis of the Australian stock market, global indices, and the Chinese economy's potential.Discussion on aligning investments with clients' goals, risk tolerance, and investment horizons.Myths around active management and the importance of long-term investment perspectives.The significance...2024-02-2836 min

Wealth And Toil - An Australian Investment PodcastProperty Stocks ASX:GMG, CHC, DXS, PXA, AFGIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green, along with guest Ben Richards from Seneca Financial Solutions, discuss financial strategies with a focus on property investments. They explore alternatives to direct property ownership, such as Real Estate Investment Trusts (REITs), property technology platforms, and financial services in the property sector, highlighting opportunities for investors with various levels of capital.Key investment opportunities discussed include:Goodman Group (GMG): An industrial property group benefiting from e-commerce, praised for its strategic locations and founder-led approach.Charter Hall Group...2024-02-2248 min

Wealth And Toil - An Australian Investment PodcastHow we saved this client $660,000 and 11 years off their mortgageIn today's episode of Weath & Toil with Dylan Pargiter-Green and Luke Laretive, we review a recent client success story, saving them $660,000 and 11 years off their mortgage.Key topics include;Tax Considerations and Legislative Changes: An update on recent tax cuts and how these may impact financial strategies and client advice in the future.Market Update: An analysis of the ASX200's performance, including sector performance with a focus on industrials vs. resources, and investment opportunities in light of global economic trends, inflation, and the performance of small caps....2024-02-2243 min

Wealth And Toil - An Australian Investment PodcastPersonal Finance 101The bare bone basics of building wealth with Australian financial and investment advisers Dylan Pargiter-Green & Luke LaretiveSet a clear objective From creating a legacy, a nest egg for the kids, managing a transition of wealth to prepare for retirement etc, having a goal that is not tied to just more money helps create a risk profile, stay the course and get back on track when getting waylaid.Creating a surplusLiquid assets for emergenciesRegular surplus of incomeProtecting against the unlucky 2024-02-1622 min

Wealth And Toil - An Australian Investment PodcastIntroductionsWelcome to Wealth And Toil - An Australian Investment PodcastHosted by Australian financial and investment advisers, Dylan Pargiter-Green & Luke Laretive, Wealth & Toil helps Australians navigate the global financial markets, optimise their finances, and strategise to get the most out of their businesses. We'll share some of our client's case studies, investment tips and a few of the lessons we've learned running financial advice and investment management companies.General Advice Warning: This podcast is intended and contains general information on financial strategies, investments, and products only. Whilst Luke and Dylan are both licenced...2024-02-1602 min

Equity Mates Investing PodcastAsk an Adviser: Luke Laretive - Choosing a fund manager & making money in Aussie large capsLuke Laretive is the co-founder of Seneca Financial Solutions, where he advises some of Australia’s most successful families, professionals and business owners. At Seneca, Luke is the portfolio manager for the Seneca Australian Shares SMA and Australian Small Companies Fund. The Live Wire article that Luke mentioned can be found here: https://www.livewiremarkets.com/wires/how-to-properly-compare-australian-fund-managers If you want to go beyond the podcast and learn more, check out our accompanying email.Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here. 2023-11-2940 min

Australian Investors PodcastMultibaggers: how to find them on the ASXLuke Laretive and Owen Rask go head-to-head in the search for multibaggers on the ASX, with some shocking stats. Luke and Owen go head to head on their top 3 factors to use to search the ASX for big winning stocks, before drilling to some the biggest and best performers on the ASX. If you like listening to this episode, you'll LOVE the video version. WATCH it here: https://www.youtube.com/watch?v=NLh3xvepqBEEpisode resources Seneca website Luke's free articles on Rask Media Rask Events Roadshow: https://www.r...2023-09-0643 min

Australian Investors Podcast2 undervalued ASX mid-caps no-one else is talking about: AUB & AFGOwen Rask is joined by Luke Laretive, founder of Seneca Financial Solutions, but this time Luke is talking about ASX mid-cap stocks Australian Finance Group Ltd (ASX: AFG) and insurance broker AUB Group (ASX: AUB).Please note: guests appearing on this show, or their clients, may hold a financial interest in some of the companies mentioned. This podcast was recorded in early March 2023, so again, please don't rely on the information. It's my -- Owen here -- hope that you can enjoy the substance and ideas discussed in their episode to help you analyse your...2023-04-1031 min

Australian Investors PodcastAre coal stocks dead in 2023? Seneca's Luke Laretive on coal types and the outlook for energy pricesAre coal stocks like Whitehaven Coal Ltd (ASX: WHC), Yancoal (ASX: YAL) and New Hope Coal (ASX: NHC) safe? Luke Laretive is the founder of Seneca and a long-time coal mining expert. He joins Owen Rask on the Australian Investors Podcast for a deep dive into: The difference between thermal and hard-coking coal Extraction methods and costs Futures prices for energy Which stocks are attractive (and which aren't!) The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is pleased to feature this podcast with Luke from Seneca. ...2023-03-2028 min

Australian Investors PodcastThe best lithium stock? Vulcan, LKE, CXO, Pilbara & Luke Laretive's 3 high conviction share ideasASX lithium shares are all the rage in 2022, but do lithium shares have what it takes to succeed?Luke Laretive is the founder and CEO of Seneca Financial Solutions in Melbourne, and he has a background in investment research and mining -- making him the perfect guest on The Australian Investors Podcast to talk about lithium shares like Lake Resources Ltd (ASX: LKE), Core Lithium Ltd (ASX: CXO), Pilbara Minerals Ltd (ASX: PLS) and Vulcan Energy Resources Ltd (ASX: VUL).SHOW NOTES & VIDEO VERSIONJoin Selfwealth and get 5 free ASX trades!...2022-11-071h 04

Seneca Financial SolutionsThe future of the dental industryLuke caught up with Lachlan Thompson, CEO of Omni Dental Laboratories. Lachlan and Luke discuss the future of the dental industry and real world application of popular investment themes such as 3D printing and robotics. Lachlan gives his views on listed dental business such as Pacific Smiles (PSQ) and 1300Smiles (ONT) as well as technology names such as Align Technologies (ALGN) and Straumann Holdings AG (STMN). 2020-05-2900 min

Seneca Financial SolutionsThe best and worst of the corona-crisisDiving into the latest market volatility, Jordan and Luke discuss which companies have performed best and worst, as well as stocks to look out for in the short-medium term. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. If you have a question, ask us for the next episode at lukel@senecafs.com.au The information in this podcast is general in nature and does not provide advice based on your personal circumstances.2020-05-0200 min

Seneca Financial SolutionsCoronavirus: financial and economic impactsThe complete list of effects of a global SARS-2 pandemic are unknown, but this episode provides some insights and perspectives to view the current situation as objectively as one can. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. If you have a question, ask us for the next episode at lukel@senecafs.com.au The information in this podcast is general in nature and does not provide advice based on your personal circumstances.2020-03-2500 min

Seneca Financial SolutionsHow's my portfolio? Listener Q&ADiving into a listener question on the asset allocation of their portfolio, Luke shares insights and advice for a 30-something to invest according to their goals. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. If you have a question, ask us for the next episode at lukel@senecafs.com.au The information in this podcast is general in nature and does not provide advice based on your personal circumstances.2020-02-2900 min

Seneca Financial SolutionsHow do company reports affect your investing decisions?Kicking off 2020 with a relevant discussion on reporting season and how it affects your investment decision-making. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. If you have a question, ask us for the next episode at lukel@senecafs.com.au The information in this podcast is general in nature and does not provide advice based on your personal circumstances.2020-02-2100 min

Seneca Financial SolutionsA deep dive into the ASX200 + one question for your stockbrokerCould the ASX 200 reach 8000 points this year? What is the ASX 200 really and is it even a high-grade index? Plus one important question to ask your investment advisor or stockbroker. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. If you have a question, ask us for the next episode at ll@senecafs.com.au The information in this podcast is general in nature and does not provide advice based on your personal circumstances.2019-12-0500 min

Seneca Financial SolutionsHow to analyse a private equity opportunity & behind the scenes at SenecaWith a prospective private equity opportunity across the desk, Jordan and Luke investigate the framework of analysis and how a retail investor should approach a similar situation. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. If you have a question, ask us for the next episode at jordant@senecafs.com.au The information in this podcast is general in nature and does not provide advice based on your personal circumstances.2019-11-1200 min

Seneca Financial SolutionsThe good and the bad: NFLX, FNP, Z1P, APT, FLT, WEBOur thoughts on some recent big movers on the ASX and US market. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. If you have a question, ask us for the next episode at jordant@senecafs.com.au The information in this podcast is general in nature and does not provide advice based on your personal circumstances.2019-10-1800 min

Seneca Financial SolutionsHow to choose a listed investment company (LIC)There are more passive investment products on the stock market than there are actual companies to invest in. So how do we choose the right one to meet our objectives? Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. If you have a question, ask us for the next episode at jordant@senecafs.com.au The information in this podcast is general in nature and does not provide advice based on your personal circumstances.2019-09-2400 min

Seneca Financial SolutionsRandom thoughts on recessions and market timingThe saying goes, "the time to buy is when there's blood in the streets." With all the fear about an imminent recession, it would be peculiar for one to actually occur. Luke and Jordan discuss market timing, the likelihood of a recession and what a market crash even means. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the show! The information in this podcast is general in nature and doe...2019-09-1900 min

Seneca Financial SolutionsFinally, some stock ideasThe long-awaited episode where Luke shares his top investment ideas on the ASX. These great companies were first written about in Luke's weekly note on Friday 6th September. Find out why they pass the Seneca investment test and our latest thoughts on the macroeconomic environment. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the show! The information in this podcast is general in nature and does not pro...2019-09-0900 min

Seneca Financial SolutionsThe best time to sell your tech stockHow do you know when to sell a stock? Whether you're following a growth strategy, play to momentum or seek quality and value, Luke shares his insights on the right time to sell a stock, whether it's price has risen or nosedived. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the show! The information in this podcast is general in nature and does not provide advi...2019-09-0200 min

Seneca Financial SolutionsWhat is your investment philosophy?It is a common question which is asked in most financial circles but many are unsure of the appropriate answer despite it governing all of our investment decisions. Learn how to decide on your philosophy and design a strategy to match. A must-listen episode for anyone wanting clarity on their portfolio. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the show! The information in this podcast is gen...2019-08-0900 min

Seneca Financial SolutionsHealth, wellness and optimal performance with Jordan TraversThere are many parallels between managing your money and managing your health. Once again, the spotlight is on the resident health expert to deliver the most critical habits, practices and techniques for living a life of optimal wellness and performance. Find Jordan at www.jordantravers.com. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the show!2019-07-1600 min

Seneca Financial SolutionsBetting against the market by going shortWith a recession somewhere on the horizon, a natural question that arises in many investors' mind is 'Should I short?' With many methods to bet against the market, Luke and Jordan discuss the hows, whos whys and whats of short selling. The information in this podcast is general in nature and does not provide advice based on your personal circumstances. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the show!2019-06-1800 min

Seneca Financial SolutionsShould you start your own business?The most effective way to become wealthy is by owning equity. While investing in companies fulfils this task, starting a business does as well. It has never been easier to start your own company than in today's world so Luke and Jordan discuss the Seneca journey to illustrate key lessons in effective business management. Luke's Weekly Note is available at https://senecafs.com.au/blog/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the show!2019-06-1100 min

Seneca Financial SolutionsSensible ways to make money out of a falling marketTimes are changing, PMI/ISM growth is negative, bond yield curves have inverted and Trump is on a tariff tear. Luke and Jordan discuss sensible ways to make money (or lose less money) out of a falling market. Learn how to use calls, puts and gold to hedge against an economic downturn. Luke's Weekly Note is available at https://senecafs.com.au/blog/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the show!2019-06-0400 min

Seneca Financial SolutionsTechnology, futurism and ignoring the hypeWith an ever-evolving technological future, Jordan and Luke query the mindset, strategy and information necessary to navigate these murky financial waters. How do we predict the future? Where do we invest our money? How many bionic arms will I have? All these questions and more in this week's podcast. Luke's Weekly Note is available at https://senecafs.com.au/blog/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the episode!2019-05-2800 min

Seneca Financial SolutionsStyle wars: Value vs growthAfter an insightful Weekly Note, Luke and Jordan compare and contrast the difference between value and growth stocks as well as discuss some methods to identify quality on the balance sheet. Luke's Weekly Note is available at https://senecafs.com.au/blog/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the episode!2019-05-2200 min

Seneca Financial SolutionsCreating Rules and Managing Regret for Successful InvestingBack for 'season two', Jordan and Luke discuss the importance of creating rules and algorithms to remove bias in decision making for stock selection. They also outline how to ensure you, as an investor, can sleep at night after losing money on the market. As always, if you have a question, we invite you to ask us a question for the next podcast at jordant@senecafs.com.au and enjoy the episode!2019-05-1300 min

Seneca Financial SolutionsThe latest on the property development market with TC Bakhour, Development ReadyLuke sat down with TC Bakhour from Development Ready (developmentready.com.au) to talk about some of the recent improvements to the platform, how the business is tracking, digital marketing and some of the trends in the real estate and property development sector. 2019-04-1800 min

Seneca Financial SolutionsEp29: Smart index investing with Newport Private WealthLuke sits down with Gavin Duckett, portfolio manager at Newport Asset Management to discuss the history of financial theory, ETF's and 'passive' investments. They also get deep into trend-following and momentum strategies as well as the pitfalls and limitations of traditional "strategic asset allocation" when it comes to managing sequence risk. If you have a question or a comment, you can always email us at lukel@senecafs.com.au,hope you enjoy the epsiode!2019-04-0100 min

Seneca Financial SolutionsHedging your bets with uncorrelated investments.Luke and Jordan discuss the popular idea of making uncorrelated bets on the markets. Figure-head investors often tell us that to minimise risk, we need to hedge our bets with investments that do not move together. Here, we dig into this idea and ask if it really is the right strategy to improve portfolio returns. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. If you have a question, we invite you to ask us a question for the next podcast at jordant@senecafs.com.au an...2019-02-0100 min

Seneca Financial SolutionsHindsight bias on last quarter plus Luke's outlook for 2019The first episode of the year takes a look at times past and projections for the future. In this episode, we examine what happened in the markets of the final quarter of 2018. Luke also provides us with his insights and outlook for the year ahead. And with that, we wish you the very best investment success for 2019. If you have a question, we invite you to ask us a question for the next podcast at jordant@senecafs.com.au and enjoy the episode!2019-01-2500 min

Seneca Financial SolutionsEp26: Merry Christmas! and a little homework for your new yearWhat a year it's been here at Seneca, with many lessons learnt, deals made and laughs laughed. In this episode we take a review of 2018 and look forward to what's ahead. Plus a little Christmas homework list for your continued development. We wish you a very merry christmas and a happy new year. We look forward to delivering you some unique episodes in 2019! We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!2018-12-2000 min

Seneca Financial SolutionsEp25: Should you invest in private businesses? Crowdsourcing venture capitalLuke and Jordan discuss the risks and rewards of the new crowdsourcing initiatives that are circulating the retail investor world. Is it a good idea to invest in private businesses? What are the potential upsides and problems that can occur? Tune in for a brief chat on the ins and outs of equity crowdfunding. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!2018-12-1300 min

Seneca Financial SolutionsEp24: How to evaluate microcap stocksThis week we're discussing microcaps! How do we put a value on a company that does not make a profit but has the potential to disrupt the world as we know it? What should you do if you cannot identify a quality company in this small end of town? What is the success process for microcap stocks? Find out here. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au...2018-12-0600 min

Seneca Financial SolutionsEp23: IPOs and venture capital with Cameron LowThis week we’re chatting with Cameron Low founder of Cadmon who provide corporate advisory services and capital to companies with an entrepreneurial flair that are listed on or preparing to list on the ASX. Before starting Cadmon, Cameron spent years working at companies such as Acorn Capital, UniSuper and Deloitte in the areas of funds management, equity quantitative research and financial modelling. This extended conversation is really interesting, talking about microcap stocks, venture capital and other exciting stuff related to the small end of the investment world. Each week we'll deliver you some bite-sized nuggets of investing wisdom that...2018-12-0300 min

Seneca Financial SolutionsEp22: Cycles & stocks with Cadence CapitalThis week we’re lucky enough to have a special guest, Karl Siegling, founder and portfolio manager for the listed investment company, Cadence Capital, who have achieved a 15% per annum return since inception in 2005. These guys have a very unique investment strategy using a combination of fundamentals and technical analysis to generate strong returns in opportunistic stocks. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the epi...2018-11-2600 min

Seneca Financial SolutionsEp21: Quality & Process with Aoris Investment ManagementThis week we’re joined by the founders of the Sydney-based international fund manager Aoris who have a unique and interesting perspective on owning listed assets. Stephen Arnold who is the Managing Director and CIO of Aoris has spent 30 years in the finance industry and is a chartered financial analyst. He is joined by Daniel Micallef, the Business Development Manager who has been working alongside Stephen for the last four years. These gentleman are very good at what they do, investing in high conviction, quality focused companies with reliable growth over the long term. Each week we'll deliver you som...2018-11-2200 min

Seneca Financial SolutionsEp20: Rapid-fire FAQs for the CEOWhat does Seneca invest in; Can I choose ethical and socially responsible investments; What are its fees and minimum investment amount; Can Seneca help me with my tax, insurance, Superannuation or retirement & What does a typical relationship look like? Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!2018-11-1500 min

Seneca Financial SolutionsEp19: Is the ASX overvalued and overleveraged? US Midterms & $1Bn BuybacksHow expensive is the market; Do the US midterms matter; Too much money chasing too few deals; Time in the market instead of timing the market; What does a $1bn buyback for Spotify look like? Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!2018-11-0700 min

Seneca Financial SolutionsEp18: Dividends, franking credits, compound interest and policy changesWith two new guests from Seneca HQ, we discuss the incredible power of compound interest, how to use franking credits to ensure a comfortable retirement, the importance of dividends and what might happen with changes to the Australian government. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!2018-10-3100 min

Seneca Financial SolutionsEp17: Luke Interviews the Man AliveWelcome to the Seneca Financial Solutions Podcast. This week Luke turns the tables and puts Jordan in the hot seat to ask him about how he arrived at Seneca. He also interviews Jordan for his views on men's health as they discuss the key components for optimal health and performance. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!2018-10-2400 min

Seneca Financial SolutionsEp16: The Data Exchange Network (DXN)Welcome to the Seneca Financial Solutions Podcast. This week we’re talking about the illustrious Data Exchange Network (DXN). What does it do? Who are their customers? Why does Luke find it so attractive? What distinguishes it from other data centres like NextDC? How should you respond when your top stock falls 50%? And much much more! Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!2018-10-1800 min

Seneca Financial SolutionsEp15: How to deal with a stock market crashWelcome to the Seneca Financial Solutions Podcast. In this episode, we discuss the declining US market overnight and the implications for the ASX today. We explore what should you do when the stock market is down 3-5%, which companies to consider and what the correct process looks like. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!2018-10-1100 min

Seneca Financial SolutionsEp14: The Big Debt CrisisWelcome to another episode where we discuss Ray Dalio’s new book, A Template for the Big Debt Crisis. Here we dig into some fundamentals of macroeconomics; where we are in this economic cycle; Australia in comparison to the rest of the world and also dive into practicals such as which sectors perform best in an economic downturn. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the...2018-10-0900 min

Seneca Financial SolutionsEp13: All about the professional investment advisorWelcome to the Seneca FS Podcast. In this episode, we discuss everything you need to know about a professional investment advisor. What do they do? Are they really necessary? How do you choose the best person for the job? And what the difference is between a professional and an amateur. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!2018-09-2600 min

Seneca Financial SolutionsEp12: Why do stockbrokers buy me high risk stocks?Welcome to another episode of the Seneca FS Podcast. Answering an audience question, we explore what Luke thinks about the stem-cell research company, Mesoblast; What would Seneca do with a $50,000 investment for a 36yo with a high-risk tolerance; Plus some little-known secrets of the stockbroking industry. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!2018-09-1700 min

Seneca Financial SolutionsEp11: Behind the scenes at Seneca HQWelcome to another episode of the Seneca FS Podcast where we mix the professional with the personal as Luke shares his experiencing building and operating a wealth management business, managing a team and finding clients. He shares his visions and insights on what it means to create an outstanding business. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!2018-09-1300 min

Seneca Financial SolutionsEp10: What makes up the investors toolkit?Welcome to another episode of the Seneca FS Podcast where Luke answers the difficult question for any professional; What's your secret sauce? We learn what makes up an investors stock screen; How one should consider the analyst research; How to find value; Looking at investor presentations and other insider tips. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!2018-09-0400 min

Seneca Financial SolutionsEp9: A Professional Investors Take on PropertyWelcome to another episode of the Seneca FS Podcast where we discuss the ins and outs of Australian property. What's caused the enormous property boom over the last 30 years? What might be the reason for a market decline? Which sectors and stocks might the shift effect? We also discuss how the sector will evolve alongside tech and how you can capitalise on this evolution. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at...2018-08-2300 min

Seneca Financial SolutionsEp8: Chasing MomentumWelcome to another episode of the Seneca FS Podcast where we discuss Momentum Investing 101: What is it? Who uses it and why? We also discuss how to maximise your returns with this investment strategy; and a global fund manager who executes this perfectly. We hope you enjoy this episode. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!2018-08-1500 min

Seneca Financial SolutionsEp7: Inside the Hybrid SecurityWelcome to another episode of the Seneca FS Podcast where we split the difference between a stock and a bond: The Hybrid. In this episode we discuss; What is a hybrid investment security? How does it differ from a stock or a bond? Why you might be interested in buying one and how to go about it? Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the e...2018-08-1500 min

Seneca Financial SolutionsEp6: Separating the wheat from the chaff with Gage Roads Brewery quarterly reportWelcome to another episode of the Seneca FS Podcast where we discuss; How to separate the wheat from the proverbial chaff when looking at a company report; Why Gage Roads is a stellar business in an uncomplicated industry. and much more! Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!2018-07-3000 min

Seneca Financial SolutionsEp5: Reading between the lines on Western Digital's (WDC-US) quarterly report Welcome to another episode of the Seneca FS Podcast where we discuss; How to interpret the words of management into a constructive investment thesis; Why WDC is a strong company in a reliable sector; And critical thinking for the successful investor. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode! 2018-07-3000 min

Seneca Financial SolutionsEp4: Portfolio construction, diversification and concentrationWelcome to another episode of the Seneca FS Podcast where we discuss; Why diversification is a fools game, how to protect yourself against inflation, the importance of measuring performance and much more! Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!2018-07-2700 min

Seneca Financial SolutionsEp3: Passive investing, ETF's & LIC's.Welcome to another episode of the Seneca FS Podcast where we discuss; Passive investing; Exchange-Traded Fund pro's, cons & a bubble?; And why Listed Investment Companies may be outdated. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!2018-07-2500 min

Seneca Financial SolutionsEp2: Stock analysis fundamentals & the mechanics of share priceWelcome to another episode of the Seneca FS Podcast where we discuss; Stock analysis 101; What ratios/metrics to you look at; What alerts one to a good stock; And what drives share prices? Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode! https://senecafs.com.au/2018-07-2500 min

Seneca Financial SolutionsEp1: Bank shares, informational advantage & placing a stock order.Welcome to the very first episode of the Seneca FS Podcast where we discuss; How to place a stock order; Why institutional investors have an informational advantage; And ask you if you really know enough about investing to buy bank shares. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode! https://senecafs.com.au/2018-07-1800 min