Investor Motivation

Investment Deep Dive: Reece Limited

A Deep Dive into a Global Plumbing Leader:
In this episode, we explore Reece Limited (ASX:REH), a $14.8 billion market cap company that has grown into a global leader in plumbing, waterworks, and heating and cooling products. Operating across Australia, New Zealand, and the United States with over 900 branches, Reece supplies a wide range of products to both commercial and residential customers.
We discuss its history, economic moat, financial health, and growth performance, including how $10,000 invested in 2014 would now be worth $35,784 (growth only). Plus, we analyse key metrics like its debt-to-equity ratio, dividend payout, and insider activity.Tune in to learn what makes this 100-year-old company a standout in the industry!
 
 
Please Note: This is not a buy, nor sell, recommendation. This is general information only.
 
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Rachael Todman, GradDipFP (ASIC Reg 1270413), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Bad Habits of Ineffective Investors

In this episode, Rob and Amy draw inspiration from the insightful article Nine Bad Habits of Ineffective Investors: Common Mistakes Investors Make by Dr. Shane Oliver, Head of Investment Strategy and Chief Economist at AMP.
They explore why seemingly logical actions often lead to poor investment outcomes, and discuss why habits like following the crowd, over-relying on past performance, and frequently checking your portfolio can derail your financial goals.
Rob and Amy share practical strategies for avoiding these mistakes and emphasise the importance of a long-term investment plan that aligns with your financial goals and risk tolerance. 
Tune in to sharpen your investment strategy and steer clear of costly missteps.
 
Article referenced in recording: Nine bad habits of ineffective investors: common mistakes investors make Dr Shane Oliver Head of Investment Strategy and Chief Economist, AMP https://www.amp.com.au/content/dam/amp-au/documents/insights/mistakes-oi-30-2024.pdf
 
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Investment Deep Dive: LVMH (Louis Vuitton Moët Hennessy)

In the fourth episode of our new series on the Investment Motivation podcast, Rob Goudie and Rachael Todman take a deep dive into LVMH, the world's leading luxury goods company.
They explore what makes LVMH unique, from its diverse portfolio of iconic brands like Louis Vuitton and Moët & Chandon to its recent financial performance, growth prospects, dividend policies, and analyst valuations.
Rob and Rachael also highlight the ownership structure, led by Bernard Arnault and his family's significant stake, and provide insights into the latest news impacting the luxury giant.
Don’t miss this comprehensive breakdown of what drives LVMH's market success and potential future challenges.
 
Please Note: This is not a buy, nor sell, recommendation. This is general information only.
 
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Rachael Todman, GradDipFP (ASIC Reg 1270413), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 
 

How to retire on $650k as a non-home owner couple

In this episode of the Investment Motivation podcast, Rob Goudie and Amy Lehmann break down retirement planning for a non-homeowner couple with $650,000 in savings.
They explore spending strategies, tax structures, and essential planning steps to ensure both partners’ financial security. Also included is pension eligibility, strategies for optimising the assets test, and ways to maximise super contributions and income.
Join Rob & Amy as they guide you through practical options to make $650,000 stretch further in retirement.
 
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Investment Deep Dive: ASML Holding

In this third episode of our new series on the Investment Motivation podcast, Rob and Rachael take a deep dive into ASML Holding (originally standing for Advanced Semiconductor Materials Lithography), a leader in semiconductor manufacturing equipment.
They explore ASML's business model, its dominance in EUV lithography, financial health, and growth prospects.
With insights into past performance, future earnings projections, and analyst recommendations, this episode covers everything investors need to know about ASML's position in the global tech market.
 
Please Note: This is not a buy, nor sell, recommendation. This is general information only.
 
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Rachael Todman, GradDipFP (ASIC Reg 1270413), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Investment Deep Dive: Lovisa

In the second episode of our new series on the Investment Motivation podcast, Rob Goudie and Rachael Todman analyse Lovisa Holdings (ASX: LOV), a fast-growing fashion jewellery retailer.
With over 900 stores worldwide and a focus on affordable, trendy accessories, Lovisa has become a $3.9 billion company.
Tune in as they discuss Lovisa’s rapid global expansion, strong brand presence, financial performance, and investment potential, while also examining the risks and rewards for investors in this competitive sector.
Please Note: This is not a buy, nor sell, recommendation. This is general information only.
 
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Rachael Todman, GradDipFP (ASIC Reg 1270413), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 
 

What are the risks of small cap stocks

In this episode, Rob and Amy explore the risks of investing in small cap stocks.
While these companies offer the potential for significant long-term growth, they also come with higher volatility.
Tune in as they discuss the sectors that may carry more risk and the challenge of 'trying to find a rocket under a rock' in the small cap space.
 
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Investment Deep Dive: Microsoft

In this first episode of a new series on the Investment Motivation podcast, Rob Goudie and Rachael Todman dive into all things Microsoft from an investment standpoint.
They explore 9 key aspects of this tech giant's business, from its diverse product range to its cloud dominance, analysing what makes Microsoft a leader in innovation.
With discussions on its financials, investment potential, and why it remains a top choice for investors, this episode offers valuable insights into one of the most influential companies in the world.
Please Note: This is not a buy, nor sell, recommendation. This is general information only.
 
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Rachael Todman (ASIC Reg 1270413), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Learning from past investment mistakes

In this episode, Rob and Amy reflect on past investment failures, exploring what went wrong and the lessons learned.
They share insights on how to spot potential pitfalls and avoid repeating the same mistakes in your own future investments.
 
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Education Bonds Explained: with Marie Lazar

In this episode, we sit down with Marie Lazar from Futurity Investment Group to explore the incredible benefits of investment bonds for securing your children’s or grandchildren’s financial future.
We discuss how these bonds not only provide tax-efficient growth but also offer valuable estate planning features, allowing you to set up a lasting legacy for your loved ones.
Whether you're looking for a smart way to invest or seeking peace of mind with future planning, this episode is packed with insights that can help you make the right decisions for your family's financial wellbeing.
 
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.