Grow Your Wealth

In this episode of the Grow Your Wealth podcast, host Travis Miller chats with Simon Petris, co-founder of Revolution Asset Management. With an academic foundation in theoretical physics and a PhD in mathematics, Simon made a unique pivot into the world of banking and asset management. He shares how a chance opportunity at ANZ launched his finance career and the path that led him to roles at Challenger, CBA, and Westpac. Simon recounts the challenges and triumphs of founding Revolution Asset Management, now one of the leading private credit firms in Australia. This episode offers deep insights into private credit, the value of mentorship, and the courage required to leave corporate security for entrepreneurship. [00:00:00] - Introduction: Simon's Academic Roots and Early Career Ambitions [00:01:37] - From Physics to Finance: How a PhD Led to a Role at ANZ [00:04:14] - Life on a Dealing Floor: From Academia to Derivative Trading [00:06:37] - Growing Up in Melbourne: Family, Education, and Early Interests [00:08:27] - Finding His Footing: Mentors and Key Career Moves [00:09:54] - Challenger and Cap Stream: Learning from Industry Veterans [00:12:03] - Westpac Years: Portfolio Management and Investment Strategy [00:13:05] - Lessons in Capital Raising and Boutique Fund Formation [00:16:03] - Taking the Leap: Starting Revolution with Family Support [00:17:23] - Scaling Up: Revolution's Rise to $3.4 Billion in Assets [00:18:12] - Private Credit's Evolution: From Obscurity to Mainstream [00:19:17] - What Drives Simon: Competition, Education, and Trust [00:21:00] - Advice for Students: Networking and Staying Flexible [00:22:57] - Advice for Entrepreneurs: When to Leave and When to Leap [00:24:04] - Career Reflections: Openness, Listening, and Judgement [00:25:20] - Setbacks and Resilience: Learning from Failure [00:25:33] - Life Tips for the Next Generation: Relationships and Adaptability [00:26:06] - Defining Success: Professional Purpose and Personal Balance [00:27:07] - First Jobs and Formative Work Experiences [00:28:01] - Investment Philosophy: Accountability and Index Realities [00:29:19] - Public vs. Private Markets: Allocating Capital Strategically [00:30:20] - Outside the Office: Sport, Family, and Fishing Adventures [00:31:47] - Partner Dynamics: Making Revolution Work [00:32:23] - Final Thoughts and Connecting with Simon Petrus on LinkedIn 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

In this episode of the Grow Your Wealth podcast, host Travis Miller chats with Harry Hyslop, a dynamic force in the world of property origination and private credit. Harry shares his journey from the northern beaches of Sydney to leading real estate investment deals and building a reputation in Australia's evolving private credit market. They dive into lessons from early career risks, the value of relationships, and how hustle and local insight drive success in origination. Harry also offers practical advice on creating long-term wealth, the importance of calculated risks, and the mindset needed to thrive in entrepreneurial finance. A must-listen for anyone interested in the intersection of real estate, private credit, and building lasting investor value. [00:00:00] - Introduction: Meet Harry Hyslop and His Path in Real Estate [00:01:28] - From Manly to Finance: Surfing, Study, and Social Networks [00:03:00] - Early Career: Property Consulting, Colliers, and Exposure at JLL [00:04:35] - Discovering Capital Markets: Relationships, Revenue, and Reputation [00:06:05] - Mentors and Influences: Family, Guidance, and Career Shifts [00:07:37] - Taking the Leap: Moving to Private Credit and Entrepreneurial Risk [00:09:20] - The Evolution of Private Credit: Market Growth and Maturity [00:10:31] - Pivotal Moments: Confidence, Appointments, and Fear as Motivation [00:12:08] - What Drives Success: Deals, Money, and the Adrenaline of Origination [00:13:15] - Advice to the Young: Learn, Build a Network, and Take Educated Risks [00:14:12] - Navigating Challenges: Syndication, Capital, and Market Volatility [00:16:19] - Structuring for Uncertainty: Exit Strategies and Clear Communication [00:17:06] - Documentation is Power: Managing Risk Through Terms [00:18:09] - Top Tips for Origination: Hustle, Market Insight, and Constant Learning [00:20:15] - Private Market Edge: Information Advantage and Qualitative Inputs [00:21:13] - What Success Looks Like: Asymmetric Returns and Investor Alpha [00:22:23] - Building a Legacy: Growth Mindset, Colleagues, and Future Aspirations [00:25:00] - Quickfire Round: First Job, Best Advice, and Driving Long-Term Wealth [00:28:02] - Common Mistakes: Overleveraging and the Risk of Inaction [00:29:05] - Life Outside of Work: Engagement, Surfing, and Balance [00:29:34] - Final Thoughts and Connecting with Harry on LinkedIn 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 Ed Burns, a seasoned investment professional with over two decades of experience across global markets. From his early days in Adelaide to working in London and Sydney, Ed shares his journey in financial services, including his time at UBS and other top-tier firms. He discusses alternative assets, structured products, and the art of managing risk in volatile markets. Ed also shares his thoughts on the importance of networking, mentorship, and navigating pivotal career moments. This episode is a must-listen for investors looking to gain insights into alternative investments, market cycles, and long-term wealth creation. [00:00:00] - Introduction: Meet Ed Burns and His Career in Investment Markets [00:05:20] - From Adelaide to London: Taking a Career Risk and Breaking Into Finance [00:12:30] - Navigating Investment Banking: What a Day in the Markets Looks Like [00:18:50] - The Role of Alternative Assets: Structured Products and Non-Linear Payoffs [00:24:10] - Managing Risk: Lessons from the GFC and Market Cycles [00:30:45] - The Power of Networking: Building Relationships in the Finance Industry [00:36:15] - Advice for Entrepreneurs: Taking the Leap and Understanding Market Trends [00:42:10] - Common Investment Mistakes: Chasing Trends vs. Long-Term Thinking [00:47:35] - The Future of Markets: AI, Investment Strategies, and Emerging Trends [00:52:20] - Final Thoughts and Connecting with Dan Burn 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 speaks with David Harland, a financial consultant and family business specialist with decades of experience across banking, wealth management, and intergenerational transitions. David shares his journey from working in his family business to becoming a banking professional and, later, a global consultant helping families navigate the complexities of wealth succession. He discusses the challenges of family business governance, the importance of purpose-driven entrepreneurship, and the keys to long-term wealth preservation. [00:00:00] - Introduction: Meet David Harland and His Journey in Finance [00:05:10] - Growing Up in a Family Business: Early Lessons in Leadership [00:12:30] - From Banking to Consulting: A Career Pivot Towards Family Wealth Management [00:18:55] - Working with Families: Managing Succession, Governance, and Transition [00:24:20] - The Psychology of Wealth: Why Alignment and Communication Matter [00:30:50] - Entrepreneurial Insights: Lessons from Running a Family Office [00:36:25] - Expanding into Asia: Understanding Cultural and Regional Differences [00:42:10] - Resilience in Business: Overcoming Challenges and Learning from Failures [00:47:35] - Advice for Entrepreneurs and Family Business Owners [00:52:20] - Final Thoughts and Connecting with David Harland 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 Peter Jolly, an experienced economist with a deep understanding of financial markets. From his early career at the Reserve Bank of New Zealand to leading economic research in major financial institutions, Peter shares valuable insights into market trends, risk management, and economic forecasting. He discusses inflation, interest rates, and the key indicators that drive financial decision-making. This episode is packed with lessons on navigating uncertainty, making data-driven decisions, and understanding the evolving role of AI in financial analysis. This episode was recorded in November 2024. [00:00:00] - Introduction: Meet Peter Jolly and His Career in Economics [00:05:15] - From Agricultural Science to Economics: Finding a Career Path [00:12:40] - Working at the Reserve Bank: Lessons in Monetary Policy and Market Trends [00:18:55] - Transition to the Private Sector: Moving into Financial Markets [00:24:20] - Key Economic Indicators: Understanding Inflation, Labour Markets, and Interest Rates [00:30:50] - Forecasting Markets: The Challenges of Making the Right Call [00:36:25] - Hiring, Leadership, and Building Strong Research Teams [00:42:10] - AI and Financial Markets: The Role of Technology in Economic Research [00:47:35] - Advice for Young Economists and Investors [00:52:20] - Final Thoughts and Connecting with Peter Jolly 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 speaks with Kieran Berry, co-founder of River X Wealth Management. Kieran's inspiring story takes us from his early days growing up in Campbelltown to becoming a successful entrepreneur and wealth manager. With no formal university education, Kieran entered the workforce young, bought his first property at 19, and carved out a unique path in wealth management. He shares insights on building a client base, embracing alternative asset classes, and the mindset required to back yourself and take risks. [00:00:00] - Introduction: Meet Kieran Berry and His Wealth Management Journey [00:05:20] - From Campbelltown to Bondi: Early Life and Career Beginnings [00:12:30] - Embracing Risk: Starting in Wealth Management with No Client Book [00:18:45] - Innovating in Alternatives: A Fresh Approach to Investment Strategies [00:24:10] - Building Riverex: From Start-Up to Scalable Success [00:30:00] - Lessons Learned: Backing Yourself and Managing Challenges [00:35:50] - Balancing Life and Business: Fitness, Family, and Focus [00:41:15] - Kieran's Advice: Long-Term Wealth Strategies and Avoiding Common Mistakes Connect with us: 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 special episode of the Grow Your Wealth podcast, we take a look back at the most impactful moments from our 2024 episodes. Featuring insights from some of our top guests, this compilation covers pivotal career lessons, business strategies, and personal reflections that can inspire and guide entrepreneurs and investors alike. 00:00:00] - Frank Greeff: Becoming CEO at 27 and Leading Through Change [00:10:30] - Jason Huljich: Turning Adversity into Opportunity [00:21:45] - Charlie Viola: Lessons From Navigating Market Cycles [00:18:20] - Christian Ryan: Understanding Risk [00:41:00] - Charlie Puchala: Pioneering Success in the Development Sector [00:51:10] - Drew Bradford: Mastering The Art of Hiring [01:00:10] - Ivan Colhoun - Mastering Decision Making 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 welcomes Guy Fergusson, founding partner at Centennial Partners, an independent corporate finance advisory firm based in Sydney. From growing up on a family farm in Central West NSW to a successful career in corporate finance, Guy shares his inspiring journey. He reflects on the pivotal moments that shaped his career, including his time at UBS and Deutsche Bank, the founding of Centennial Partners, and his passion for private credit markets. Guy discusses the importance of resilience, collective thinking, and maintaining balance in life while navigating high-pressure roles. [00:00:00] - Introduction: Meet Guy Fergusson and His Journey [00:04:35] - From Farm to Finance: Early Life and Career Beginnings [00:11:15] - Navigating Corporate Finance: Lessons from UBS and Deutsche Bank [00:18:45] - The Centennial Partners Story: Building an Advisory Firm [00:24:30] - Insights into Private Credit Markets and Financial Innovation [00:30:50] - Career Pivots: Reinventing and Reinvigorating Post-Corporate Roles [00:36:15] - Balancing Life and Work: Family, Fitness, and the Outdoors [00:42:05] - Advice for Aspiring Entrepreneurs and Professionals [00:47:30] - Final Thoughts and Connecting with Guy Fergusson 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 Bill Brown, CIO of Terrace Towers. Bill shares his journey from Boston, where he was inspired by his father's actuarial career, to navigating Wall Street at Salomon Brothers and later transitioning to Australia's family office sector. With over 14 years of experience managing a diverse portfolio, Bill discusses the importance of financial literacy, navigating private and public markets, and the role of mentors in his career. This episode is packed with insights on managing investments, fostering long-term wealth, and balancing work with personal passions. [00:00:00] - Welcome and Introduction: Bill's Career and Early Influences [00:05:30] - Lessons from Wall Street: Salomon Brothers and the 80s Boom [00:12:45] - Transition to Australia: Family Office Investing [00:19:20] - Managing Public and Private Markets: Insights and Strategies [00:24:50] - Financial Literacy: Why It's Critical for All Investors [00:31:10] - Career Lessons: The Importance of Mentors and Networks [00:37:05] - Personal Passions: Sports, Golf, and Family Life [00:42:15] - Final Tips for Building Long-Term Wealth 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 Mark Sherwood, a seasoned investment strategist and educator. Mark shares his career journey, from early beginnings in university to navigating financial markets across Asia during the GFC. Known for his keen insights into market cycles and investment strategy, Mark discusses the importance of consistency, long-term planning, and avoiding common investment pitfalls. Listeners will gain valuable advice on asset allocation, wealth-building tips, and balancing work-life commitments. [00:00:00] - Mark's Background and Early Influences [00:05:10] - Consistent Investing: Mark's Wealth-Building Approach [00:12:45] - Lessons from the GFC and Overseas Market Insights [00:18:30] - Moving Beyond Big Banks: Mark's Shift to Private Wealth [00:23:50] - Communicating with Investors and Mentoring the Next Generation [00:28:15] - Investment Tips: Sizing Bets and Managing Risk [00:33:40] - Work-Life Balance and Personal Routines for Success [00:38:20] - Quickfire Questions: Early Career, Family, and Passions Outside of Work [00:45:00] - Final Thoughts and Connecting with Mark Sherwood on LinkedIn Follow Mark: https://www.linkedin.com/in/mark-sherwood-06601952/ 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 speaks with Andrew Lee, CEO of Wormald, one of Australia's leading fire protection companies. Andrew shares his incredible journey of navigating the multi-million dollar losses at Wormald and the challenges of rebuilding a 135-year-old business. From his start at Chubb Security to stepping into a leadership role at Wormald, Andrew reveals the lessons learned, pivotal moments in his career, and strategies for long-term success. Listen in for insights into team management, business sustainability, and how to make bold career moves. [00:00:00] - Welcome and Andrew's Background: From Chubb Security to Wormald [00:05:07] - Rebuilding Wormald: Challenges and Key Lessons [00:10:45] - Andrew's Pivotal Career Moments and Making Tough Decisions [00:18:21] - Managing Large-Scale Projects and Sleepless Nights [00:24:30] - Tips for Entrepreneurs: Problem Solving and Team Building [00:31:12] - Andrew's Advice for Building Long-Term Wealth [00:35:43] - Work-Life Balance: How Andrew Spends His Free Time [00:40:01] - Final Thoughts and Connecting with Andrew Lee on LinkedIn Follow Andrew: https://www.linkedin.com/in/andrew-lee-5b80596 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 speaks with Andrew Lee, CEO of Wormald, one of Australia's leading fire protection companies. Andrew shares his incredible journey of navigating the multi-million dollar losses at Wormald and the challenges of rebuilding a 135-year-old business. From his start at Chubb Security to stepping into a leadership role at Wormald, Andrew reveals the lessons learned, pivotal moments in his career, and strategies for long-term success. Listen in for insights into team management, business sustainability, and how to make bold career moves. [00:00:00] - Welcome and Andrew's Background: From Chubb Security to Wormald [00:05:07] - Rebuilding Wormald: Challenges and Key Lessons [00:10:45] - Andrew's Pivotal Career Moments and Making Tough Decisions [00:18:21] - Managing Large-Scale Projects and Sleepless Nights [00:24:30] - Tips for Entrepreneurs: Problem Solving and Team Building [00:31:12] - Andrew's Advice for Building Long-Term Wealth [00:35:43] - Work-Life Balance: How Andrew Spends His Free Time [00:40:01] - Final Thoughts and Connecting with Andrew Lee on LinkedIn Follow Andrew: https://www.linkedin.com/in/andrew-lee-5b80596 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 welcome Jack Stevens, a passionate entrepreneur and founder of the fintech platform, Head Start. Jack's journey begins in far north Queensland, where he transitioned from small-town beginnings to founding Edstart, a platform designed to transform the way Australians pay for education. We explore Jack's early ventures, his time at KPMG, and his passion for education that inspired the creation of a fintech solution. Jack shares key lessons in building a sustainable business, the importance of balancing personal life with entrepreneurship, and practical tips for driving long-term wealth. This episode offers valuable insights for aspiring entrepreneurs and those navigating the challenges of the startup world. [00:00:00] - Jack's Journey: From Small-Town Queensland to Fintech Founder [00:05:07] - Key Lessons in Business and Entrepreneurship [00:12:03] - The Importance of Education and Access [00:16:21] - Navigating the Challenges of Startup Life [00:21:34] - Tips for Entrepreneurs: Building a Sustainable Business [00:26:41] - Jack's Advice on Long-Term Wealth Management [00:30:33] - Personal Goals and Achievements Outside of Work Follow Jack: https://au.linkedin.com/in/stevens-jack 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 Ivan Cohen, a highly experienced chief economist with an impressive career spanning roles at the Reserve Bank of Australia (RBA), Qantas, ANZ, and Deutsche Bank. Ivan shares key moments from his journey, offering invaluable insights into the Australian economy, inflation trends, and interest rates. They also discuss his transition into corporate institutional banking at NAB, the importance of understanding data, and the challenges of navigating office politics. Ivan provides advice for entrepreneurs stepping out of the finance world and shares tips on long-term wealth management, emphasizing the value of customer service and staying grounded in the data. [00:00:00] - Welcome to the Grow Your Wealth Podcast [00:00:33] - Ivan's Career Journey: From RBA to NAB [00:05:07] - Key Lessons in Economics and Wealth Building [00:12:03] - The Importance of Customer Service and Trust [00:16:21] - Navigating Office Politics in Large Organizations [00:21:34] - Tips for Entrepreneurs: Starting Your Own Business [00:26:41] - Ivan's Long-Term Wealth Management Advice [00:30:33] - Personal Goals and Achievements Outside of Work Connect with us: 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/travismilleripa

In this episode of the Grow Your Wealth podcast, we sit down with Martin Randall, Head of Private Markets at LGT Crestone, to explore the opportunities within private markets and how investors can benefit from alternative assets. Martin shares his journey from his early days in structured products to his pivotal role in expanding access to private wealth investments. His expertise covers a broad range of asset classes, from private equity and debt to real assets and hedge funds. Martin offers insights on navigating career transitions, building meaningful relationships, and the importance of understanding both the intellectual and relational aspects of investment management. [00:00:00] - The Wealth of Opportunities in Private Markets [00:01:43] - Martin's Career Journey from the UK to Australia [00:05:07] - Overcoming Career Challenges and Shifting Focus [00:07:12] - Influential Mentors and Pivotal Moments [00:12:03] - Transitioning from Large Organizations to a Smaller Firm [00:16:21] - Leveraging Strategic Partnerships for Growth [00:21:34] - A Day in the Life: Managing Alternative Investments [00:26:41] - Key Benefits of Private Market Investments [00:30:33] - Legacy and Long-Term Wealth Management Strategies Connect with us: Follow Martin: https://www.linkedin.com/in/martin-randall-2a083214/?originalSubdomain=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/travismilleripa

In this episode of the Grow Your Wealth podcast, we sit down with Tony Shepherd AO, a towering figure in Australia's infrastructure landscape. Tony's career, spanning decades, has been marked by pioneering projects such as the Sydney Harbour Tunnel and Melbourne Citylink, setting benchmarks for private sector involvement in public infrastructure. From his early days working with the Department of Supply to becoming a mentor and leader in both the public and private sectors, Tony shares invaluable insights into project development, risk management, and the importance of having the right team. Join us as we explore Tony's journey of leadership, resilience, and his dedication to fostering the next generation of industry leaders. [00:00:00] - Tony's Early Career and Background [00:03:22] - Mentorship and Early Influences [00:07:10] - Pioneering the Sydney Harbour Tunnel Project [00:09:59] - The Challenges of Citylink and Lessons Learned [00:15:05] - Leadership in Infrastructure and Public-Private Partnerships [00:19:01] - Practical Advice for Business Leaders and Entrepreneurs [00:23:45] - Tony's Reflections on Legacy and Mentorship Connect with us: 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 delve into the inspiring career of Tim Buskens, CEO and founding director of Hope Housing. Tim's remarkable journey spans over 25 years in financial services across both private and public sectors. From his early days in Victorian Treasury to pioneering the Hope Housing initiative, Tim shares the experiences and motivations that led him to support essential service workers in securing affordable housing. [00:00:00] - Introducing Tim Buskens [00:00:47] - Tim's Early Career and Background [00:05:17] - Overcoming Dyslexia and Educational Journey [00:09:11] - Pivotal Career Moments [00:13:13] - Influential Relationships and Mentors [00:19:02] - The Mission of Hope Housing [00:24:23] - Practical Advice for Entrepreneurs and Investors [00:30:11] - Future Goals and Legacy Follow Tim: https://www.linkedin.com/in/timbuskens 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 explore the extensive career of Steve Lambert, a co-founder of Capital Markets Advisory Services with over 35 years of international experience in wholesale banking. Steve shares his insights on impact investing, environmental finance, and building high-performing teams. He also discusses his journey through various roles in the financial sector, from working with fintech companies to navigating the Asian financial crisis. [00:00:00] - Introducing Steve Lambert [00:05:00] - Steve's Early Career and Background [00:10:00] - Transitioning from Traditional Career Paths [00:15:00] - Insights on Impact Investing and Environmental Finance [00:20:00] - Key Career Moments and Shifts [00:25:00] - Navigating Financial Crises and Risk Management [00:30:00] - Practical Advice for Aspiring Entrepreneurs [00:35:00] - Balancing Personal and Professional Life [00:40:00] - Quickfire Questions: First Jobs, Motivations, and Leisure Follow Steve: https://www.linkedin.com/in/stevelambertcmas 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 dive into the distinguished career of Bill Fuggle, a partner at Baker McKenzie with over 25 years of experience in the legal field. Bill is a leading advisor in listed investment products, FinTech, Neobanks, financial services regulatory advice, and capital markets. From his early career and education in Sydney to his pioneering work in ETFs, Bill shares his journey and the strategic insights that have propelled him to success. He discusses the evolving landscape of financial products and capital markets, offering practical advice for entrepreneurs and investors alike. [00:00:00] - Introducing Bill Fuggle [00:05:00] - Bill's Early Career and Background [00:10:00] - Pioneering Work in ETFs [00:15:00] - Educational Background and Influential Relationships [00:20:00] - Navigating the Financial Legal Landscape [00:25:00] - Key Career Moments and Shifts [00:30:00] - The Future of Financial Markets Follow Bill: https://www.linkedin.com/in/bill-fuggle-3885b41a 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 delve into the impressive career of Drew Bradford, a seasoned finance executive with over 30 years of experience in global financial markets. From his beginnings at Bankers Trust and Deutsche Bank to his significant leadership roles and current ventures in blockchain and cryptocurrency, Drew shares his journey and the strategic insights that have propelled him to success. He discusses the evolving landscape of global markets, strategic decision-making, and offers practical advice for both seasoned investors and newcomers alike. [00:00:00] - Introducing Drew Bradford [00:01:00] - Drew's Early Career and Background [00:05:00] - Importance of Relationships with Regulators [00:11:00] - Navigating Cultural Differences in Global Markets [00:15:00] - Pivotal Career Moments [00:19:00] - Challenges and Opportunities in Blockchain [00:21:00] - Tips for Aspiring Entrepreneurs [00:25:00] - Managing Risk and Strategic Decision Making [00:29:00] - Quickfire Questions Follow Drew: https://www.linkedin.com/in/drew-g-bradford 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 dive into the impressive career of Gary Head, a seasoned finance executive with over 30 years of experience in global investment markets. From his beginnings on the bustling floor of the London Stock Exchange to significant leadership roles at UBS, Gary shares his journey and the strategic acumen that propelled him to success. He also discusses his current ventures in strategic advisory and fund management, offering valuable insights for both seasoned investors and newcomers alike. Timestamps: [00:00:00] - Introducing Gary Head [00:05:00] - Gary's Early Career and Background [00:10:00] - Education and Lifelong Learning [00:15:00] - Importance of Networks and Relationships in Business [00:20:00] - Changes in Financial Markets Over the Years [00:25:00] - Public vs. Private Markets [00:30:00] - Balancing Liquidity and Risk in Investments [00:35:00] - Entrepreneurial Journey and Current Ventures [00:40:00] - Influential People and Mentors [00:45:00] - Leadership Roles and Strategic Changes [00:50:00] - Focus on Building Value in Current Business [00:55:00] - Tips for Aspiring Entrepreneurs [01:00:00] - Challenges and Bumps in the Road [01:05:00] - Managing Risk in Investments [01:10:00] - Definition of Success and Achieving It [01:15:00] - Legacy and Future Goals [01:20:00] - Quickfire Questions Follow Gary: https://www.linkedin.com/in/gary-head-046307149 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 dive into the journey of Charlie Puchala, a pioneer in sustainable construction and design. As the founder and director behind innovative ventures like Puch Constructions and Charlie's Interiors, Charlie has been reshaping how we think about environmentally responsible living spaces. From her early days migrating from Poland to becoming a significant figure in Sydney's development scene, Charlie brings a unique perspective on creating impactful, sustainable businesses. Timestamps: [00:00:00] - Introducing Charlie Puchala [00:02:01] - Charlie's Background and Career Beginnings [00:06:17] - Entrepreneurship and Sustainability [00:07:05] - How Charlie Achieved Financial Success and Sustainable Practices [00:11:13] - Decision-Making and Risk Management in Business [00:17:15] - Charlie's Current Projects and Sustainable Innovations [00:22:02] - Advice for Aspiring Entrepreneurs [00:31:20] - The Importance of Space and Environment in Design [00:36:00] - Quickfire Questions Follow Charlie: https://www.linkedin.com/in/charliesinteriors 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 excited to feature Christian Ryan, an influential figure in the world of private equity and capital investments. As the chairman and founder of Fincap, Christian has played a pivotal role in reshaping the landscape of mid-market investments. Beyond his financial acumen, Christian brings a unique perspective as a former Olympic silver medallist in rowing from the Sydney 2000 Games. Join us as we delve into Christian's journey from the sports arena to the boardroom, exploring his strategies for investment, his insights on entrepreneurship, and his vision for the future of private equity. [00:00:00] - Podcast Introduction [00:01:10] - Introducing Christian Ryan and Fincap [00:02:10] - Early Career and Passion for Investments [00:03:40] - Transition from Sports to Finance [00:06:00] - Founding Fincap and Its Mission [00:09:30] - Investment Strategies and Mid-Market Opportunities [00:13:20] - Navigating Economic Challenges and Growth [00:16:00] - Balancing Professional and Personal Life [00:20:30] - Insights on Leadership and Team Dynamics [00:25:00] - Advice for Aspiring Entrepreneurs [00:28:40] - Reflections on Personal and Professional Growth [00:35:00] - Quickfire Questions: Christian's Influences and Lessons Learned Follow Christian: https://www.linkedin.com/in/christian-ryan-oly-9b85309 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 excited to feature Matt Allen, a formidable presence in the fintech landscape. Starting his career as a self-taught coder in the mid-'90s, Matt has journeyed through the tech industry to become the CEO and co-founder of Tractor Ventures, a company dedicated to providing non-traditional funding routes for tech enterprises. We explore Matt's unique insights into fintech innovation, his philosophy on venture capital, and how he leverages technology to revolutionise the financing of growth-focused businesses. [00:00:00] - Podcast Introduction [00:01:13] - Introducing Matt Allen and Tractor Ventures [00:02:08] - Early Career and Passion for Technology [00:03:17] - Transition from Coder to Tech Influencer [00:06:10] - The Birth of Tractor Ventures [00:11:22] - Scaling Up: Strategies and Challenges [00:16:17] - Vision for Tractor Ventures and Fintech Trends [00:21:15] - Personal Insights: Balancing Innovation with Practical Business Needs [00:26:20] - Advice for Aspiring Entrepreneurs [00:31:14] - Reflections on Building a Sustainable Business [00:36:00] - Quickfire Questions: Matt's Experiences and Lessons Learned Follow Matt: https://www.linkedin.com/in/matta0 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 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

In this episode of the Grow Your Wealth podcast, host Travis Miller sits down with Andrew Baume, a seasoned financial expert with a rich 39-year history in the industry. Andrew shares his unique insights into the evolving world of financial markets, the importance of adapting to change, and strategies for navigating market volatility. Timestamps: [00:00:22] - Andrew's perspective on market changes and the importance of adding value. [00:01:14] - Introduction to Andrew Baume's extensive career in financial markets. [00:02:13] - Deep dive into Andrew's insights and experiences in financial sectors. [00:08:12] - Exploring Andrew's background and his early career moves. [00:17:19] - Key pivotal moments in Andrew's career and their impact. [00:20:00] - Discussion on retirement preparation and investment strategies in Australia. [00:28:54] - Tips for driving long-term wealth and managing portfolio volatility. [00:31:08] - Building familiarity with diverse investment opportunities. [00:36:04] - Unique approach of iPartners Bond Income Fund. [00:43:21] - Personal advice and motivations guiding Andrew's career. [00:47:25] - Common mistakes people make in building wealth. Follow Andrew: https://www.linkedin.com/in/andrew-baume 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 Grow Your Wealth, host Travis Miller engages in a fascinating conversation with Tom Hardwick, an entrepreneur who has seamlessly transitioned from a career in law and investment banking to establishing and scaling a multi-million dollar childcare business, Guardian Early Learning Group and now Co-Founder and Partner at Coogee Capital. Tom shares the journey of his diverse career, revealing key strategies and decisions that propelled him from legal expertise to entrepreneurial success. Key Highlights: [00:18:35] Tom discusses the importance of simplifying complex issues and focusing on key drivers of success in business. [00:19:17] Tom's venture into the farming business and the value of diversification in investments. [00:20:14] Pivotal moments in Tom's career, including the influential role of career testing and psychology. [00:21:51] The genesis and scaling of Guardian, Tom's multi-faceted childcare business. [00:26:01] Challenges and triumphs in transitioning from managing a business to owning and expanding it. [00:33:04] Building a successful team culture at Guardian and the strategy behind acquiring and enhancing childcare centers. [00:36:34] Advice for transitioning from a traditional career to entrepreneurship, emphasizing the value of backing oneself and gaining experience in large organizations. [00:52:54] Future plans for Coogee Capital, focusing on partnering with entrepreneurs and investing in businesses with growth potential. [00:59:00] Tom's personal motivations and the importance of challenges in driving success. [01:00:27] Insights into the best approaches for starting a business, with an emphasis on improving existing businesses. [01:03:23] Tom's passions outside of work, including travel, wine, farming, and cycling. Follow Tom: https://www.linkedin.com/in/tom-hardwick-2aa81943/?originalSubdomain=au Coogee Capital Website: https://coogeecapital.com/ 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 Grow Your Wealth, host Travis Miller sits down with Josh Manning, the founder of Manning Asset Management, a pioneer in private credit and fixed income funds in Australia. Josh shares his rich experience in the finance industry, starting from his early career at Macquarie Bank to establishing his own successful fund management business. Join us as we explore Josh's journey through the financial landscape, his insights on investment strategies, and the keys to building and maintaining a successful business in a competitive market. This episode offers valuable lessons on risk management, portfolio design, and the importance of understanding investor psychology. [00:00:00] Introduction: Josh Manning's Background and Manning Asset Management's Genesis [00:14:29] Investment Philosophy: Risk Management and Client Focus [00:20:35] Overcoming Challenges: The Transition from Corporate to Entrepreneurship [00:26:22] Building Wealth: Josh's Personal and Professional Investment Approach [00:33:04] Keys to Success: Hard Work, Right Motivation, and Self-Confidence [00:36:20] Personal Life: Hobbies and Work-Life Balance [00:39:51] Future Aspirations and Legacy Goals Learn more about Manning Asset Management: https://manningam.com Follow Josh: https://www.linkedin.com/in/josh-manning-6087785/ 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 compelling episode of "Grow Your Wealth," host Travis Miller sits down with David Shein, a trailblazer in the fintech world and a pivotal figure in Australia's tech scene. David discusses his dynamic journey, from humble beginnings to establishing Australia's first tech unicorn, Comtech Communications. Highlights: [00:01:15] Introduction to David Shein's remarkable career in the startup ecosystem, including his role in creating Australia's first tech unicorn. [00:06:05] The art of securing and maintaining a competitive edge in the tech industry through authentic leadership and strategic partnerships. [00:13:25] Insights into the evolution of the tech industry and David's foresight in leveraging emerging tech opportunities. [00:24:27] David reflects on the key lessons and pivotal moments in his career, emphasizing the importance of adaptability and vision. [00:35:44] Discussing investment strategies and the significance of making informed decisions, including some of David's most notable investment choices. [00:43:26] David shares his perspective on building long-term wealth and the critical role of trust in business relationships. [00:49:08] Exploring the future of startups and investment opportunities in the current economic landscape. 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  Follow David Shein: https://www.linkedin.com/in/david-shein-7039b413/

In this insightful episode of Grow Your Wealth, Travis engages in a deep conversation with Jodie, a dynamic entrepreneur and business leader. They delve into the intricacies of entrepreneurship, exploring both the trials and triumphs encountered along the journey. Jodie shares her experiences of building platforms without customer feedback, leading to significant learning opportunities (00:13:14 - 00:14:18). She also talks about her passion for empowering women to achieve financial independence, drawing from her own journey of self-education in financial management (00:24:27 - 00:25:08). Join us as Jodie shares valuable insights and experiences from her diverse career, touching on pivotal moments, innovative business practices, and the importance of mentorship and resilience. [00:06:02] Breaking Gender Barriers in Leadership [00:10:00] Influential Role Models and Leadership Styles [00:11:08] The Dynamics of Partnership in Business [00:12:25] Empathy and Mental Health in Entrepreneurship [00:13:14] Learning from Business Challenges [00:14:30] Navigating Real Estate and Business Decisions [00:19:14] Building Support Networks and Investor Relationships [00:20:08] Innovative Work Practices and Team Dynamics [00:21:27] Reflections on Investments: Successes and Setbacks [00:24:27] Championing Financial Independence for Women and Girls 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  Follow Jodie Imam: https://www.linkedin.com/in/jodieimam/?originalSubdomain=au

In this week's episode of Grow Your Wealth, Travis speaks with Adrian Whittingham from Scarcity Partners. After a successful stint at Pinnacle, where he witnessed the firm's transformation from a startup to a unicorn, Adrian established Scarcity Partners and is now aiming to revolutionise the investment landscape.  A pioneer in his field, he's focused on offering investors a chance to own equity in some of the most promising investment managers. Join us for conversation on sustainable success, continuous learning and professional guidance, perfect for anyone looking to enrich their perspective on growth and success. [00:05:57] The Competitive Edge of Youth  [00:03:12] Lessons in Resilience [00:27:55] Building Business with a Human Touch [00:35:36] Self-Investment: The Ultimate Equity   [00:40:15] Success Unveiled: Hard Work and Open Minds [00:42:01] Life's Financial Lessons 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  Follow Adrian Whittingham: https://www.linkedin.com/in/adrian-whittingham-681399

In this week's episode of Grow Your Wealth, Travis speaks with Natasha Nankivell, Partner and Co-Founder of Global Alternative Funds.  In this episode, Travis & Natasha delve into Natasha's career journey, challenges as well as the importance of sharing knowledge and the need for genuine connection with others. Join us for an enlightening conversation as Natasha shares her insights into the world of investments, the importance of resilience, innovation, and the relentless pursuit of excellence. [00:02:29] Introduction: When You Start From Nothing [00:07:02] The Importance of Integrity [00:19:29] GAF's Investment Approach [00:34:32] Keys to Successful Investment  [00:39:24] Everything That Glitters is Not Gold  iPartners Website: www.ipartners.com.au  Register Here: https://ipartners.iplatforms.com.au/register/register-as-wholesale/ iPartners LinkedIn: www.linkedin.com/company/ipartners-pty-ltd  Follow Travis Miller: www.linkedin.com/in/travismilleripartners  Follow Natasha Nankivell: linkedin.com/in/natasha-nankivell-2907959

In this week's episode of Grow Your Wealth, Travis speaks with Bob Sahota. Bob is co-founder and CEO of Revolution Asset Management, a specialist private debt investment manager.  In this episode, Travis & Bob dive into the intricacies of alternatives and private debt, and the benefits of a long term, diversified strategy. From identifying a gap in the market to the importance of perspective and having a North Star. Tune in for actionable insights and inspiring stories.  [00:02:37] Introduction: Psychology is as Important as the Numbers [00:07:07] Patient Capital vs the Wonderful Pop [00:10:42] Importance of Strong Foundations [00:17:02] Investing from a Personal Perspective [00:19:06] A Legacy that Outlives [00:23:14] Investment Discipline [00:29:50] Conclusion: Choose Your Manager Wisely.  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  Follow Bob Sahota: https://www.linkedin.com/in/bob-sahota-3b8a2226/

In this week's episode of Grow Your Wealth, Travis has a conversation with David Baxby. David co-founded Coogee Capital and spent years working with Richard Branson in investments. In this episode, Travis & David dive into the intricacies of entrepreneurship, investment, and personal growth. From decision-making to networking, they explore the pivotal moments that shape successful careers. Tune in for actionable insights and inspiring stories. [00:05:45] Introduction: The Importance of Decision Making [00:06:25] The Role of Gut Instinct [00:08:30] Networking and Trust in Business [00:09:22] Personal Investments and Hobbies [00:27:24] Navigating Failure and Moving On [00:28:04] Family as Legacy [00:28:54] Keys to Successful Investment [00:36:51] The Importance of Being Human [00:37:32] Building Wealth: What Really Matters [00:42:17] Conclusion: The Journey is the Reward 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 Follow David Baxby: www.linkedin.com/in/davidbaxby