Shows
Unlock Your Business podcastEp 17 - Beware of the Trap: Personalised vs. Generalist Advice for High Tax-Payers and SMSF'sIn this video of Episode 17 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we discuss Personalised vs. Generalist advice for High Tax-Payers and SMSF clients. To see how Manly Financial Services can help you achieve your financial goals and aspirations, contact us via our website at www.manlyfs.com.au. Please Note - Manly Financial Services Pty Ltd is a Corporate Authorised Representative (Representative No.: 321127) ABN 38 115 806 883 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478) and Corporate Credit Representative (Representative No.: 469467) of Fintegritas Pty Ltd, Australian Credited Licensee (AC...
2026-02-1729 min
Unlock Your Business podcastEp 16 - Great Wealth Transfer - Tax & Cost Efficient Wealth Transfer Without Family ConflictIn this Episode 16 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we disucss the Great WealthTransfer - Tips & Traps to Ensure Your Legacy is Transferred Tax + Cost Effectively and Without Family Conflict. To see how Manly Financial Services can help you achieve your financial goals and aspirations, contact us via our website at www.manlyfs.com.au. Please Note - Manly Financial Services Pty Ltd is a Corporate Authorised Representative (Representative No.: 321127) ABN 38 115 806 883 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478) and Corporate Credit Representative (Representative No.: 469467...
2025-09-2917 min
Unlock Your Business podcastEp 15 - Beyond the Business: How SME Owners Can Build Personal Wealth Outside Their CompanyIn this video of Episode 15 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we discuss the how SME owners can build personal wealth outside their company asa way to reduce their risk and secure their retirement. To see how Manly Financial Services can help you achieve your financial goals and aspirations contact us via our website at www.manlyfs.com.au. Please Note - Manly Financial Services Pty Ltd is a Corporate Authorised Representative (Representative No.: 321127) ABN 38 115 806 883 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478) and Corporate Credit Representative...
2025-09-1527 min
Unlock Your Business podcastEp 14 - Death of the Financial Planning IndustryIn this video of Episode 14 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we discuss the Financial Planning Industry, the Royal Commission into Banking & Financial Services, the industries decimation in terms of number of planners, Government Policy with CSLR and the importance of this industry for Australian's seeking to become financially secure and independent. IF YOU ARE A FINANCIAL PLANNER AND STRUGGLING TO MANAGE CLIENTS, DAY-TO-DAY BUSINESS AND THE EVER CHANGING INDUSTRY GET IN TOUCH WITH Raffi @ www.manlyfs.com.au. To see how Manly Financial Services can help you...
2025-08-1335 min
Unlock Your Business podcastEp 13 - Solving the Housing Affordability Problem in AustraliaIn Episode 13 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we present the first Raffi's Rant on potential policy decisions our Governments (Federal, State, and Local) can consider to help solve the Housing AffordabiIity problem we have in Australia. To see how Manly Financial Services can help you achieve your financial goals and aspirations contact us via our website at www.manlyfs.com.au. Please Note - Manly Financial Services Pty Ltd is a Corporate Authorised Representative (Representative No.: 321127) ABN 38 115 806 883 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee...
2025-02-2846 min
Unlock Your Business podcastEp 12 - Survive to 2025In this video of Episode 12 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, I share our experience in managing our business through a difficult 2024 as we aimed to "Survive to 2025". I discuss how my plans for 2024 de-railed quite quickly, how we reacted and how we got through to the other side in much better shape by leveraging the most valuable asset in our business - Our Team! We could not have done it without the coaching and guidance of the team at Sean Soole's Inner Circle. You can reach them at www...
2025-02-1428 min
Unlock Your Business podcastEp 11 - Intergenerational Wealth Transfer, Using Entities & Obtaining Finance TodayEp 11 - Intergenerational Wealth Transfer, Using Entities & Obtaining Finance Today with Zareh Deyirmendjian In this episode I chat with Zareh Deyirmendjian, Financial Planner and Mortgage Advisor at Manly Financial Services, to discuss intergenerational wealth transfer, using entities for asset ownership and obtaining finance today. I hope you enjoy this discussion, and I hope there's something there that's useful for you and your family. Please share this episode with anyone that you think could benefit from this discussion. And please like and subscribe to this podcast on whichever platform that you listen to your...
2024-10-1430 min
Unlock Your Business podcastEp 10 - Asset Ownership For Higher Income Earners: Tip's & Trap's Episode 10 – Asset Ownership For Higher Income Earners: Tip's & Trap's In this episode we focus on the asset ownership options for higher income earners - Tip's and traps. We discuss the pros and cons of different methods of asset and investment ownership in relation to tax management, asset protection and flexibility. I hope you enjoy this discussion, and I hope there's something there that's useful for you and your family. Please share this episode with anyone that you think could benefit from this discussion. And please like and subscribe to this podcast on whichever pla...
2024-04-1824 min
Unlock Your Business podcastEp 9 - Super Death Benefits Tax can Cost Your Dependents Thousands of $$'s Episode 9 – Super Death Benefits Tax can Cost Your Dependents Thousands of $$'s In Ep 9 we focus on the largely unknown Super Death Benefits Tax. When clients enter retirement and start drawing a pension, they can easily think that the era of taxes are largely behind them as their pension income, earnings and capital gains are tax-free. However, this is not necessarily the case as their dependent adult children will incur Super Death Benefits Tax on the Taxable component of their super and pension accounts. This may not seem like an important consideration, but if you hav...
2024-03-1937 min
Unlock Your Business podcastEp 8 - Mental Health Awareness #3 - The Journey of Health & Fitness Coach Brad MattioliEpisode 8 – Mental Health Awareness #3 - The Journey of Health & Fitness Coach Brad Mattioli Ep 8 is the last episode I'm recording before I leave for my trek summiting, Mt Meru and Mt Kilimanjaro in Tanzania. And the last episode that I'll be focusing on mental health. I will be recording some discussions on the mountain and I will try to release those in podcast form to tie in this whole discussion on mental health for business executives, business owners, and entrepreneurs. Although it does seem like a full stop on this discussion, it in no way is...
2023-01-271h 07
Unlock Your Business podcastEP7 - Mental Health Awareness #2 - Rules Of The Game Episode 7 – Mental Health Awareness #2 - Rules Of The Game Ep 7 discusses a way that we can ensure that we stay on track without being derailed by our thoughts, emotions, and negative mindset. A way we can manage procrastination to achieve our goals without slipping into a negative mental state. The episode discusses the application of The Rules of The Game explained by Bedros Keuilian on the Bedros Keuilian Podcast Show (episode 001). Subscribe to Bedros' podcast wherever you consume your podcast content. This series of podcasts aims at raising awareness and discussion for mental health issues faced by busi...
2022-11-0317 min
Unlock Your Business podcastEp 6 - Mental Health Awareness #1 - My Trek Episode 6 – Mental Health Awareness #1 - My Trek Ep 6 is the first of a series of episodes that will focus on or shine the light on mental health issues for business owners and executives. These episodes will also touch on my preparation for my next adventure in February 2023 trekking to the top of Mt Meru and Mt Kilimanjaro in Tanzania, the highest mountain on the African continent. I usually try to raise some money for charity during my trekking adventures, but in this environment, I thought it'd be best to instead focus on shining a light on an important is...
2022-09-0116 minUnlock Your Business podcastEp 5 - Business Strategy in Challenging Times Episode 5 – Business Strategy in Challenging Times Ep 5 is a discussion centred on managing your business and strategy in challenging and dynamic times. This episode comes some time after episode 4 and the reasons for this delay is discussed in relation to the challenges that have been faced by many in the Financial Planning community. I discuss these challenges in re to Government regulation change (once again) and the way you can assess whether to pursue a Defensive or Growth strategy with your business and how to navigate from there. We discuss charge-out rates for staff, work flow planning and a...
2022-04-0424 minUnlock Your Business podcastPivoting Your Business to a Blue Ocean Episode 4 – Pivoting Your Business to a Blue Ocean Ep 4 is a discussion centred on the Blue Ocean Strategy first introduced by W. Chan Kim and Renée A. Mauborgne in their 2015 book and implemented by present businesses such as Uber, Menulog and many others. The conversation focuses on the Financial Planning industry and the work we have done at Manly Financial Services in assessing whether a new business strategy would benefit our business and allow us to gain a competitive advantage within our industry. How can an existing developed business compete in un-contested or an under-contested market place and do...
2020-12-2137 minUnlock Your Business podcastFinancial Planning Advice Buyer Beware! Episode 3 – Financial Planning Advice Buyer Beware Ep 3 is a discussion of some main points a Financial Planning Adviser Buyer needs to look out for to ensure they are dealing with one of the majority of ethical and professional financial planners in the marketplace and not the bad-apple minority that we only hear about in the news. These un-ethical and un-professional minority are dragging the industry down with them, and I feel it is important to provide an outline of the ways in which these people can be weeded out before they cause more destructions of people's livelihoods and th...
2020-08-3126 minUnlock Your Business podcastKnow "Why" You're in Business for Times of Stress Episode 2 – Know "Why" You're in Business for Times of Stress Ep 2 is a discussion on the importance of defining your Why, your Purpose and your Values to get you through times of stress with your business.... whether these are market related, customer related, staff related or environment related. This episode reminds us at this times of stress with the Covid-19 affecting our business operation and performance Why we are in Business and Why we do what we do to help us play the long-game and build a sustainable and profitable business. This podcast is brought to you by fina...
2020-08-2827 minUnlock Your Business podcastLeveraging or Unlocking Your Business Episode 1 – Leveraging or Unlocking Your Business…. What does this mean and why is it important? Ep 1 is a discussion on the importance of unlocking your business for wealth creation in order to reduce risk and create wealth. I discuss my business background to explain the reasons for starting this podcast and what this podcast will and will not be. Finally, I briefly cover 3 strategies to unlock business wealth that will be explored in more depth in future episodes. This podcast is brought to you by financial planning firm Manly Financial Services and investment manager Value Investment Partners. The a...
2020-07-3029 min