James Wrigley

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Melbourne based Financial Adviser, James Wrigley, shares varying thoughts and conversations. LinkedIn - https://www.linkedin.com/in/james-wrigley/ About Me - https://about.me/jameswrigley Twitter - https://twitter.com/the_wrigler First Financial - https://firstfinancial.com.au/james-wrigley/

James Wrigley


    • Nov 16, 2021 LATEST EPISODE
    • infrequent NEW EPISODES
    • 19m AVG DURATION
    • 61 EPISODES


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    Latest episodes from James Wrigley

    Early 40's - can or should we be doing more?

    Play Episode Listen Later Nov 16, 2021 24:59


    I've been doing lots of work with people in their early 40's here I discuss the work I've been doing with those clients.

    My take on putting yourself out there online

    Play Episode Listen Later Jan 29, 2021 19:51


    Many (including me) are hesitant to put themselves out there online, I’d encourage you to do it though. Don’t let perfect get in the way of progress.

    Clubhouse - Money Matters w/ John Cachia

    Play Episode Listen Later Jan 26, 2021 29:00


    Joined by fellow financial adviser John Cachia for our first attempt at hosting a Clubhouse room.

    The risk of not taking enough risk

    Play Episode Listen Later Jan 23, 2021 23:10


    How is not taking enough risk a risk in itself?

    Making those New Year Resolutions Stick

    Play Episode Listen Later Jan 21, 2021 22:19


    How to make those New Year Resolutions Stick

    Hello & welcome to 2021

    Play Episode Listen Later Jan 20, 2021 8:35


    Welcome to 2021

    December Daily #11

    Play Episode Listen Later Dec 28, 2020 24:33


    Earning good money but feel like it just disappears? Here I explain how to take back control

    December Daily #10

    Play Episode Listen Later Dec 27, 2020 11:58


    Thank you for being part of my year.

    December Daily #9

    Play Episode Listen Later Dec 26, 2020 25:46


    With Tommy McCubbin host of channel 9’s The Rebound

    December Daily #8

    Play Episode Listen Later Dec 11, 2020 16:05


    The unexpected costs of a knock down & rebuild

    December Daily #7

    Play Episode Listen Later Dec 9, 2020 20:38


    Intro to the aged care system

    December Daily #6

    Play Episode Listen Later Dec 8, 2020 26:17


    Exploring Centrelink benefits beyond the age pension.

    December Daily #5

    Play Episode Listen Later Dec 7, 2020 17:17


    Podcasts & YouTube channels I subscribe to

    December Daily #4

    Play Episode Listen Later Dec 4, 2020 26:03


    Catch up with friend & financial planning colleague Shaun Albert

    December Daily #3

    Play Episode Listen Later Dec 4, 2020 18:12


    How much do you really need?

    December Daily #2

    Play Episode Listen Later Dec 2, 2020 18:26


    So your investments have done well in the last few months, now what?

    December Daily #1

    Play Episode Listen Later Dec 1, 2020 9:05


    December Daily #1

    Ep 37 - Bryan Phillips on joining his father-in-law in business

    Play Episode Listen Later Nov 10, 2020 22:22


    In this episode I’m joined by Bryan Phillips. Many years ago Bryan & I worked together, now Bryan is a Director of owners corporation management firm Tideways. It’s a business he’s built up with this father-in-law over the last 8 years to now service in excess of 100 apartment buildings. Bryan shares his experiences in building that business.

    Ep 36 - small business CGT concessions

    Play Episode Listen Later Oct 12, 2020 22:33


    Today’s episode looks into the tax concessions available to anyone selling a small business. If you own a small business you need to know about these concessions.

    Ep 35 - investing outside of your business

    Play Episode Listen Later Oct 10, 2020 16:46


    Business owners can often get caught up reinvesting everything back into their business but then things like COVID can happen. Here I explore how & when to start investing outside of your business.

    Ep 34 - Friday ramblings by myself

    Play Episode Listen Later Oct 8, 2020 19:05


    In today’s podcast I speak openly about things going on in my life an what I’m noticing around the place

    Ep 33 - Jason Weeks of Vendorable

    Play Episode Listen Later Oct 7, 2020 26:11


    Jason is the CEO & Co-founder of Vendorable, a real estate services platform bringing together agents, managers, brokers in one place for those who need their services.

    Ep 32 - super pension cap problems

    Play Episode Listen Later Sep 3, 2020 19:18


    Having problems with the $1.6M pension cap is much more likely than you might initially think. In this episode of the podcast I deep dive into the issues and suggest some solutions. Enjoy.

    Ep 31 - financial literacy topics for your children

    Play Episode Listen Later Sep 1, 2020 21:58


    Something that comes up very often, discussion about investing for or on behalf of children. Along with how can we educate children about money when we all just two and go.

    Ep 30 - Kieran Hoare SMSF specialist lawyer

    Play Episode Listen Later Aug 9, 2020 26:53


    Kieran is a director Merthyr Law in Brisbane, we sit down to chat about how things are going during COVID, has the flood of estate planning enquiries dies down and what’s changed in the law to make things easier for us all right now.

    Ep 29 - Jonathan Chan eBay reseller

    Play Episode Listen Later Jul 26, 2020 23:29


    Jonathan goes into how he got into reselling and how he’s been able to give up his day job of being a mortgage broker to concentrate on his eBay stores.

    Ep 28 - buying your family home

    Play Episode Listen Later Jun 11, 2020 11:37


    Lots of questions & comments coming through on either purchasing or upgrading your family home so in today’s episode that’s exactly what I explore.

    Ep 27 - redundancy & retirement due to COVID-19

    Play Episode Listen Later Jun 8, 2020 13:01


    A deep dive into why, if you’ve retired or been made redundant during COVID-19 you should be looking to set up your super & pension arrangements sooner rather than later.

    Ep 26 - HomeBuilder program explained

    Play Episode Listen Later Jun 5, 2020 17:43


    A deep dive look into the HomeBuilder program https://treasury.gov.au/sites/default/files/2020-06/Fact_sheet_HomeBuilder.pdf

    Ep 25 - Josh Lambert on employee wellbeing

    Play Episode Listen Later May 28, 2020 25:53


    Josh runs a business called Pinnacle Health Group which in turn runs corporate wellness centres for some of Australia’s biggest businesses. In this chat Josh shares what those businesses are doing for employee wellbeing at the moment & also with the early stages of a transition back into the office.

    Ep 24 - Robert Tadros on digital marketing

    Play Episode Listen Later May 21, 2020 23:03


    Robert runs digital agency Impressive. He shares how he’s managing during isolation, the importance of keeping routine, how his team is going and the current state of online marketing whilst we are all spending more time than ever online.

    Ep 23 - Emily Wallace on the state of the property market

    Play Episode Listen Later May 20, 2020 18:46


    Emily runs a property advocate business helping clients buy principal residences. Emily shares her real world view of what’s going on in the property market & it’s very different from what the media would lead you to believe.

    Ep 22 - Craig Bigelow on the personal insurance landscape, automation & Facebook messenger bots

    Play Episode Listen Later May 19, 2020 24:29


    Craig is a personal insurance broker & has gone to great lengths to bring about a level of automation within his business. We chat about that as well as the insurance landscape during COVID.

    Episode 21 - Brent Valle on making the most of isolation & getting yourself right

    Play Episode Listen Later May 18, 2020 21:59


    Brent sold his tech business a little while back, went through a separation and has spent a lot of time getting himself right. Now helps many others getting themselves right. Whilst recently launching a new tech business during isolation.

    Ep 20 - Nathaniel Lee on automation, bots & robo advice

    Play Episode Listen Later Apr 23, 2020 23:14


    Nathaniel runs his own business out of Hong Kong and is also a lecturer at Swinburne Uni in the area of automation. Really interesting chat on that the computers are doing & is it really going to do us all out of a job.

    Ep 19 - what I’m doing with my own money

    Play Episode Listen Later Apr 22, 2020 21:05


    Solo on the podcast today sharing 3 main things I’m doing with my own money at the moment.

    Ep 18 - Lior Harel on medicinal cannabis

    Play Episode Listen Later Apr 10, 2020 19:56


    Lior Harel on medical cannabis in Australia.

    Ep 17 - Barry LaValley on taking the time to prioritise your life

    Play Episode Listen Later Apr 9, 2020 23:44


    Barry LaValley is well known in financial planning circles having presented at many conferences around the world. It was a real pleasure to have him as my guest.

    prioritise barry lavalley
    Ep 16 - Mo Hamdouna on brand activations & managing a team remotely

    Play Episode Listen Later Apr 8, 2020 19:53


    Mo Hamdouna of Mo works

    Ep 15 - Nathan Taddeo on dealing with the banks during Coronavirus

    Play Episode Listen Later Apr 3, 2020 22:24


    Nathan joins me for today’s episode & I’m sure you’ll hear his passion for education really shine through. Like many at the moment his phone has been ringing hot trying to help those in need, particularly around this 6 month loan holiday that’s being spoken about. Hope you enjoy.

    Ep 14 - Mike Mortlock on property depreciation & costing

    Play Episode Listen Later Apr 2, 2020 29:59


    Mike founded the business with his business partner some years ago. Today they have a team covering most of Australia who helps with costing estimates of property projects & depreciation schedules. This episode is one for you property investors. Enjoy.

    Ep 13 - Mitch Goldberg with a US take on Coronavirus

    Play Episode Listen Later Apr 1, 2020 26:52


    Mitch is a financial adviser in the NY area. At the time of recording this he was in lockdown with his family. Mitch provides a US perspective on what we are all going through and what his clients are doing.

    Ep 12 - Daniel Gold on changes to bank lending during Coronavirus

    Play Episode Listen Later Mar 31, 2020 19:35


    Daniel Gold is more than your typical mortgage broker. Based in Melbourne he’s very active in helping clients with their long term property planning. In this episode Daniel shares how the banks have changed their lending in the current economic environment.

    Ep 11 - James d’Apice on litigation & coffee and a case note

    Play Episode Listen Later Mar 31, 2020 26:57


    James d’Apice is a Sydney based commercial & litigation lawyer who’s found a level of fame through social media for his coffee and a case note series. James shares what it’s like for him working from home and what might happen to his series if the courses stop handing down judgements.

    Ep 10 - Christopher Sant on Cybersecurity whilst working from home

    Play Episode Listen Later Mar 25, 2020 21:40


    Chris joined me on LinkedIn Live to discuss among other things, some simple steps we can all take to be a little bit more secure whilst we work from home. Enjoy.

    Ep 9 - Ellie O’Collins on transitioning to work from home

    Play Episode Listen Later Mar 24, 2020 25:40


    Website designer Ellie shares some tips on working from home.

    Daily - 17 March 2020

    Play Episode Listen Later Mar 17, 2020 5:11


    Daily ramblings

    Daily - 13 March 2020

    Play Episode Listen Later Mar 13, 2020 8:27


    Daily ramblings

    Daily - 10 March 2020

    Play Episode Listen Later Mar 10, 2020 3:15


    Daily rant

    Daily - 7 March 2020

    Play Episode Listen Later Mar 7, 2020 4:04


    Daily ramblings

    Ep 8 - Nick Bell on business success, exiting & finding your purpose

    Play Episode Listen Later Mar 6, 2020 18:39


    In this episode I sit down with Nick Bell, AFR Rich Lister, serial digital agency owner, investor and all round champion. Nick shares a bit of his history, is incredibly open about both his successes & failures and talks about how after selling WME for $39M needed to find his purpose again.

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