Financial Secrets Revealed
The podcast is based on Amanda Cassar's book: Financial Secrets Revealed and asks people from all walks of life about their money journey. Whether surviving on Government pensions; or thriving with multi-million dollar enterprises or running global charities; Amanda wanted to go behind the scenes and unveil the financial secrets behind the people. These interviews do a deep dive into people's money stories, the lessons they've learned, how they've overcome setbacks and asks about the legacies they'd like to leave behind. Amanda is a writer, dreamer, author, blogger, regular traveler, business owner, friend, mother, wife and philanthropist. She loves good food, great wine, the company of her friends and family and a fabulous pair of heels. She totally believes that life is meant to be lived and has trekked the Bwindi Impenetrable Forest in Uganda to see the endangered Mountain Gorillas, has gone scuba diving from Lake Malawi to the Cook Islands and has her motorbike license. Amanda is the sole Director of Wealth Planning Partners, a financial advisory firm and Trusted Aged Care Services, helping families navigate the maze of Aged Care. She is a proud supporter of the financial services industry and a champion for raising financial literacy levels. Season 1 interviews those who appeared in the book. Season 2 shines the spotlight on Financial Abuse. Season 3 we Meet the Experts. This podcast is for entertainment and educational purposes only. It does not replace professional financial, tax or legal advice. Any advice is general in nature and takes no account of your personal objectives, situation or needs. Because of that, you need to consider if you should act on the information. If you purchase any product mentioned in this podcast, you should read the Product Disclosure Statement and obtain appropriate financial advice that is tailored to your personal needs.
Episodes
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar meets with Stephen Bailey, Scottish Whisky Investment Specialist from Melbourne, to discuss investment in the fabulous drop.
Stephen is a former financial adviser, who like me – enjoys a wee dram now and then. His personal preferences in the golden drop sparked further interest in investing in cask whisky from Scotland.
Stephen dis...
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar here meets with Scherrie Prince who lost her mother whilst still a minor, and then her grandparents. After their passing, the absence of a will or trust set off a series of painful conflicts among her family resulting in one aunt losing her rightful inheritance due to inadequate financial guidance and crippling debt.
Scherrie L. P...
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar meets with Bob DePasquale, the Generosity Guy.
Bob shares the lessons he learned in college and now runs with the mantra – giving is receiving. 2001 was a massive year for Bob, not only with a diagnosis of cancer at 18, but the end of life as we knew it with the destruction of the Twin Towers. Bob now helps growth-oriented organi...
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar meets with Dr Renée Baker of RBI Group.
The fabulous Dr Renée is an Entrepreneur, TEDx Speaker, Board Director and Professor. Renee’s passion and practical experience in wealth management and fostering financial literacy. She has 3 decades in financial services and has been at the forefront of leading change and championing initi...
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar meets with Afsha Butt & Uzair Ahmed here to discuss investing in the future.
Afsha is the Founder & CEO of WealthVerse Inc, Canada and helps professionals and business owners plan their wealth. Afsha is based in Toronto and has built a team of partners and advisers into a trailblazing financial technology company. She als...
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar meets with Chris Joye here, Founder of Coolabah Capital.
Chris has been selected as one of FE fundinfo’s Top 10 “Alpha Managers” based on his risk-adjusted performance throughout his career. He has previously worked for Goldman Sachs in London and Syndey, the Reserve Bank of Australia and founded the award-winning research investme...
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar here meets with Grant Hackett OAM, an Australian swimmer, most famous for winning the men’s 1500 metres freestyle at the 2000 and 2004 Summer Olympics.
Grant’s longest career, however, has been in financial services, most recently as the CEO of Generation Life. And today, we’re talking about Investment Bonds, Child Bonds and Fun...
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar here meets the author of 4 Amazon best-sellers and a two-time TED talk speaker with nearly 6 million views – Adam Carroll. Adam is the creator of Broke, Busted & Disgusted, a documentary on finances that has aired on CNBC. Adam is also a professional speaker and the founder of the Shred Method, a cash flow management tool t...
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar here meets the best-selling author of ‘The Gen Z Money Manual: Mastering Our New Economy,’ Mark Bolton. Mark is a veteran of the banking and consulting industries, having held senior positions with PWC, Goldman Sachs, Credit Suisse and Barclays, among others.
Mark specialises in reaching Gen Z (those born post 1997) and provides...
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar here meets Head of Adviser Distribution of Allan Gray Australia, South African born LJ Collyer. LJ has a strong background in financial services and holds an MBA focused on Private Equity, Securities analysis, and international financial market from the University of Cape Town.
We discuss the philosophy of Allan Gray to take a c...
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar here meets the Growth Architect herself, Beata Chelette. Beate helps visionaries and leaders with proven strategies, blueprints and growth maps that provide clear steps to improve business systems.
A first-generation immigrant who found herself $135,000 in debt as a single parent Beate bootstrapped her passion for photography in...
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar here meets Betashares Senior investment Strategist, Cameron Gleeson. Cameron’s responsibilities span supporting all distribution channels and working alongside the portfolio management team. Cameron holds a Bachelor of Commerce from the University of WA and a Master of Commerce (Hons) from Uni of NSW.
Betashares serves thousands ...
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar here meets the executive coach for CEO’s Aasha T. LaCount. Aasha breaks down how our emotional and energetic intelligence can’t be ignored when it comes to money and how our thoughts can impact how we invest, create wealth, and succeed.
We will do a deep dive into what some may consider a little ‘woo-woo’ when it comes to money an...
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar here meets leading financial advisor, CEO, Author, public speaker, Entrepreneur, Media Contributor, and Mindfulness Thought Leader, Spencer Sherman. Spencer is the Founder of Abacus Wealth and loves to teach how to increase money mindfully.
Spencer has an MBA from Wharton and integrates hands-on practical insights with immersive e...
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar here meets the Founder and Managing Director of the Astute Property Network, Alex Minter. Alex helps Australians with their dreams of property ownership and freedom and discusses with us just what drives the market. And whether hiring a Buyer’s Agent is really worth it.
Alex’s vision is to provide a product, service, value proposi...
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar here meets Josh Zeigelbaum, Director of Investor Relations for the Legacy Group (a Private Equity Company) based in Fort Lauderdale, Florida.
We will discuss their flagship investment, Green Coffee Co. and how it fits into the ESG (Environmental, Sustainable, Governance) space. We also run a breakdown on greenwashing, social and i...
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar here meets the multi-Award-Winning Financial Adviser, Felicity Cooper from Cooper Wealth Management at Bundall on the Gold Coast, Australia.
We will dissect why you’d use an Adviser, where to find the one that’s right for you and how to know if they’re adding value to your situation. We break down whether it’s worth going DIY vs p...
Welcome to the trailer for Season 3 of Financial Secrets Revealed with your host, Amanda Cassar. In this upcoming season, we're delving into the world of finance by meeting the experts. We'll be joined by a diverse range of guests, from those involved in socially conscious investments to a former Olympic swimmer who now heads a large Australian bond company. Get ready for insightful discussions on financial advisers, ETFs...
Welcome to the Financial Secrets Revealed Series 2 podcast episode where Amanda Cassar meets with Michelle Shekhinah, a survivor of sex trafficking by her former husband, to support a drug habit and expensive lifestyle.
Michelle shares her story of how financial abuse kept her in a horrific relationship where control was so important to her violent partner. After 17 years of marriage, and two children, Michelle was introduced to a ...
Welcome to the Financial Secrets Revealed Series 2 podcast episode where Amanda Cassar meets with the fun and feisty, Dana S Diaz, a daughter, mother, wife, and a survivor of narcissistic abuse.
Dana shares her story of an abusive stepfather, a mother who never stood up for her daughter, then becoming the wife of a narcissist. She wants to share what she’s learned. Also, how financial abuse and the need for control feeds into the ...
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