Mark Lamonica is the Director of Personal Finance at Morningstar Australia.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Mark, we're unpacking:

• What opportunities Mark is seeing in the current market
• How Mark has very clearly defined his investing goals
• Investing for income and how Mark funds his lifestyle with his investments
• Setting up an investment portfolio for the next 30 years
• How Mark continues to upskill and learn as an investor

—------

Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

With $2.5 billion under management, Viola Private Wealth provides tailored solutions for high-net-worth investors. Their boutique firm specialises in helping individuals and families navigate the complexities of wealth management with clarity and confidence.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

—------

Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok, & LinkedIn
• Sign up to our daily news email

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Will Dowd is a partner and Portfolio Manager at Fairlight Asset Management.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Will, we're unpacking:

• Fairlight's investment philosophy and how they've built an enviable track record
• Will's love (and we mean love) of under-studied industrial businesses that can quietly compound
• Why Will focuses on small and mid caps
• How Fairlight filter the universe to uncover interesting investment opportunities
• How Will would build a portfolio for the next 30 years
• Will's biggest gripes with the industry that all investors should be mindful of

—------

Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Trusted by the Equity Mates community, Viola Private Wealth helps investors grow and protect their wealth. With over $2.5 billion under management, they provide sophisticated investment strategies backed by decades of experience. 

To speak to the team at Viola Private Wealth, complete the contact form on their website.

—------

Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok
• Sign up to our daily news email

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Scott Phillips is the Chief Investment Officer of The Motley Fool Australia.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Scott, we're unpacking:

• How a cold email saw Scott find his way into the finance industry
• The training process the Motley Fool uses to upskill new analysts
• Scott's personal investing philosophy and how that has evolved from his early days
• The one ETF Scott owns as part of his portfolio
• The largest stocks Scott owns in his portfolio
• The advice Scott wishes to share with every young investor

—------

Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

—------

Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok
• Sign up to our daily news email

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

James Miller is a cofounder of Firetrail and Portfolio Manager of the S3 Global Opportunities Fund

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with James, we're unpacking:

• James' unconventional path into funds management
• How James researches investment opportunities and develops expertise in new markets
• The AI tools we can all use to become better investors
• The similarities and differences when investing in different parts of the market - Australian small caps to global large caps
• Firetrail's investment philosophy
• How to assess management teams and think about incentives

—------

Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Viola Private Wealth manages over $2.5 billion for high-net-worth investors ($750k+). Their expert team provides tailored strategies to make your financial decisions clear, empowering, and aligned with your long-term goals.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

—------

Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok
• Sign up to our daily news email

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Chris Wheldon is a private investor and was previously the Portfolio Manager of Magellan's high conviction strategy.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Chris, we're unpacking:

• Chris' transition from public markets to private markets
• What he has learned about finding great businesses across this new opportunity set
• The resources Chris used to continue learning and improving throughout his career
• Chris' investment philosophy and how it has changed over time
• A four-letter framework to discover great investing opportunities
• Chris' advice for all young investors out there

—------

Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

With $2.5 billion under management, Viola Private Wealth provides tailored solutions for high-net-worth investors. Their boutique firm specialises in helping individuals and families navigate the complexities of wealth management with clarity and confidence.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

—------

Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok
• Sign up to our daily news email

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Catriona Burns is the lead Portfolio Manager at WAM Global (ASX: WGB)/

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Catriona, we're unpacking:

• How Catriona got her start in the finance industry
• Where Catriona is seeing opportunities in today's market
• Catriona's investment philosophy and how it has evolved from her early days in markets
• The hallmarks of a great long-term investment
• How Catriona would set up a portfolio for the next 30 years

—------

Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Trusted by the Equity Mates community, Viola Private Wealth helps investors grow and protect their wealth. With over $2.5 billion under management, they provide sophisticated investment strategies backed by decades of experience.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

—------

Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok, & LinkedIn
• Sign up to our daily news email

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Elise Kennedy is an investment analyst at Schroders.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Elise, we're unpacking:

• How Elise got started in finance
• The lessons learned moving from sell-side to buy-side
• Where Schroders is looking for investment opportunities at the moment
• Elise's investment philosophy
• What Elise has learned over the past 12 months in markets

—------

Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

—------

Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok, & LinkedIn
• Sign up to our daily news email

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Geoff Wilson AO is the Chairman and Chief Investment Officer of Wilson Asset Management.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Geoff, we're unpacking:

• Geoff's journey in finance and founding Wilson Asset Management
• The investment framework Wilson uses to pick a great investment
• How Wilson Asset Management grew to 10 listed investment companies
• How WAM values a company
• A live valuation case study using Equity Mates Media as the example
• The lessons Geoff would teach all young investors

—------

Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Viola Private Wealth manages over $2.5 billion for high-net-worth investors ($750k+). Their expert team provides tailored strategies to make your financial decisions clear, empowering, and aligned with your long-term goals.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

—------

Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok
• Sign up to our daily news email

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Rikki Bannan is the Executive Director, Small Caps at IFM Investors.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Rikki, we're unpacking:

• The investing opportunities Rikki is exploring today
• 3 key lessons from her career that have stuck with Rikki
• How Rikki found biotech winners like Telix (up 150% in 2024) and Clarity (up 180% in 2024)
• How these biotech names can fit in a diversified portfolio
• What Rikki wishes she could teach every young investor

—------

Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

With $2.5 billion under management, Viola Private Wealth provides tailored solutions for high-net-worth investors. Their boutique firm specialises in helping individuals and families navigate the complexities of wealth management with clarity and confidence.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

—------

Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok, & LinkedIn
• Sign up to our daily news email

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Ben Griffiths is the cofounder, executive chairman and senior portfolio manager at Eley Griffiths.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Ben, we're unpacking:

• Ben's start in the funds management industry
• Why Ben thinks investors should pay attention to the smaller end of the market
• How Ben is teaching his kids to invest
• Key characteristics of his successful investments over the years
• How Ben would set up a retail investors portfolio for the next 30 years

—------

Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Trusted by the Equity Mates community, Viola Private Wealth helps investors grow and protect their wealth. With over $2.5 billion under management, they provide sophisticated investment strategies backed by decades of experience. 

To speak to the team at Viola Private Wealth, complete the contact form on their website.

—------

Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok, & LinkedIn
• Sign up to our daily news email

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Peter Nevill is a former Australian test cricketer and financial adviser at Viola Private Wealth.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Peter, we're unpacking:

• Peter's transition from professional cricket to financial advice
• How Peter is helping clients manage the opportunity of this moment while managing the volatility and risk
• What makes a good fund manager across different philosophies and asset classes
• Some of the biggest money challenges Peter sees with his clients
• How Peter is setting up client portfolios for the next 30 years

—------

Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Viola Private Wealth manages over $2.5 billion for high-net-worth investors ($750k+). Their expert team provides tailored strategies to make your financial decisions clear, empowering, and aligned with your long-term goals.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

—------

Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok, & LinkedIn
• Sign up to our daily news email

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.