Talk Money To Me

In this Order Pad episode of Talk Money To Me, Felicity revisits one of her highest-conviction ideas Silex Systems (ASX: SLX) and explains why this is no longer just a uranium story, but a strategic enrichment and energy security opportunity that the market may still be underpricing.This episode breaks down:Why uranium is only part of the story and why enrichment is the real bottleneckHow Silex’s laser enrichment technology is progressing towards commercialisationThe significance of TRL-6 milestone achievement and what it unlocksThe Paducah opportunity and why “tails re-enrichment” could be a game-changerThe growing role of US policy and funding in nuclear fuel securityWhy a cooling uranium price (~US$84–85/lb) actually strengthens the investment caseValuation insights, broker targets, and what needs to happen nextThe key risks, timelines, and milestone-driven upside potentialThis is not a broad market update it’s a deep dive into one high-conviction idea, how it fits within a portfolio, and why sometimes the best investments are the ones worth revisiting as the thesis strengthens.As Felicity outlines, Silex sits at the intersection of:Nuclear energy’s long-term structural growthWestern energy security and fuel independenceA critical, underappreciated choke point in the fuel cycle🎯 A must-listen for investors looking to understand where the real scarcity and opportunity sits in the nuclear value chain.⚖️ DisclaimerThis podcast is prepared by Felicity Thomas a Financial Adviser at Shaw and Partners Limited (AFSL 236048). The information discussed is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice before making any investment decisions. Past performance is not a reliable indicator of future performance. Markets can and do move both up and down, and all investments carry risk.All views are based on information available as at the time of recording (7 April 2026) and may change without notice.SLX.ASX is trading around $5.20 - $5.30 at the time of this recording. 📩 Contact UsIf you’d like to discuss how this investment idea or broader portfolio positioning may apply to your personal situation, please reach out:Shaw and Partners📧 [email protected] connect with us via Talk Money To Me for more insights. Hosted on Acast. See acast.com/privacy for more information.

Markets have just experienced one of the most volatile periods in recent years driven by geopolitical tensions, surging oil prices, and renewed concerns around inflation.In this episode of Talk Money To Me, Felicity and Candice break down what’s really happening in global markets following the Iran conflict, why oil remains the key driver of inflation and interest rate expectations, and what the latest insights from global CIO Moz Afzal mean for investors right now.We unpack:What changed overnight in markets and why equities reboundedThe real impact of rising oil prices on inflation and rate cutsWhy geopolitics (and not fundamentals) is driving volatilityThe significance of US$7.7 trillion sitting in cashWhere professional investors are positioning portfolios todayThe key investable ideas we are focusing on right nowIncluding:✔️ Energy & commodities as inflation hedges✔️ Short-duration bonds and income opportunities✔️ AI infrastructure and long-term growth themes✔️ Credit vs private debt — is the illiquidity premium worth it?Despite recent market swings, earnings remain strong and the opportunity set continues to build making this a critical time to stay disciplined and positioned for long-term growth.📩 Get in touchIf you’d like help navigating markets like this or reviewing your portfolio strategy:📧 [email protected]⚠️ DisclaimerThis podcast is prepared by Felicity Thomas and Candice who are advisers at Shaw and Partners Financial Services Pty Ltd AFSL 236048 and is for general information purposes only. It does not constitute personal financial advice and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice before making any investment decisions. Past performance is not a reliable indicator of future performance.Recording 1st April 2026 Hosted on Acast. See acast.com/privacy for more information.

In this Order Pad episode, Candice Bourke takes a deep dive into what is happening globally with rising oil prices 🛢️, the Iran conflict, and how these macro events are accelerating one of the biggest investment shifts of our time the move toward renewable energy 🌱.Candice breaks down how oil shocks impact inflation 📈, interest rates, and household finances, and explains why countries like China have been preparing for this environment by stockpiling oil while simultaneously investing heavily in electric vehicles 🚗, batteries 🔋, and solar infrastructure ☀️.Candice also explores the investable opportunity in solar, highlighting First Solar (FSLR) as a current BUY idea with an attractive entry point.Candice’s bullish conviction for FSLR includes:Strong revenue growth and profitability 📊High margins and a solid balance sheet with significant cash reserves 💰A large forward order book providing visibility on future earnings 📅Expansion of global manufacturing capacity 🏭Long-term tailwinds from energy security and global solar demand 🌞The stock has a potential upside of approximately 25% to 50%, depending on execution and market conditions. Time will tell ⏳.This episode connects global macro trends to real investment ideas, helping listeners understand not just what is happening in the world but how to position themselves financially 📌.Disclaimer ⚠️This podcast is provided by Shaw and Partners Limited ABN 24 003 221 583, AFSL 236048. Candice Bourke and Felicity Thomas are Authorised Representatives of Shaw and Partners Limited. The information contained in this podcast is general in nature only and does not take into account your personal objectives, financial situation or needs. It does not constitute personal financial advice, a recommendation, or an offer to buy or sell any financial product. Before acting on any information, you should consider the appropriateness of the information having regard to your objectives, financial situation and needs, and seek advice from a licensed financial adviser if required. All investments carry risk, including the risk of loss of capital. Past performance is not a reliable indicator of future performance.Contact Us 📩If you would like to discuss your portfolio or explore any of the ideas raised in this episode, please reach out to us:📧 [email protected] Hosted on Acast. See acast.com/privacy for more information.

Australian Property Market SpecialWhat do rising interest rates actually mean for your borrowing power, property strategy, and investment decisions in 2026?In this episode, Candice Bourke and Felicity Thomas sit down with leading mortgage broker Mitchell Lobb from Distinctive Finance to break down what’s really happening in the Australian property market and where the smartest opportunities may lie.Whether you're a first home buyer, seasoned investor, or business owner, this episode unpacks the real-world lending strategies most people don’t understand but absolutely should.🔍 In this episode, we cover:What interest rate rises mean in practice for borrowers todayWhy waiting for rate cuts could cost you more than you thinkHow banks calculate borrowing power (and why it varies so much)Strategies for self-employed borrowers & business ownersWhen refinancing becomes a strategic move not just rate chasingDebt recycling explained simply (and why it’s back in focus)Structuring loans, offsets & equity across multiple propertiesThe 2026 property market outlook where prices may be headingTop 3 things to do now if you want to buy property in the next 12–24 months💡 Key takeaway:In uncertain markets, structure and strategy matter more than ever and those who understand lending dynamics can unlock opportunities others miss.👤 About our guest - Mitchell LobbMitchell brings over 20 years of experience across NAB, ANZ, St.George and Westpac, including time as a Private Banker in Asia. He now works closely with clients to structure lending strategies that align with long-term wealth creation.📩 Want help with your investment or property strategy?Contact us: [email protected] and we can faciliate a meeting with Mitch.⚠️ DisclaimerCandice Bourke and Felicity Thomas are Authorised Representatives of Shaw and Partners Limited. This podcast is general information only and does not constitute personal financial advice. You should consider your personal circumstances and seek professional advice before making any financial decisions. Information is current as at 4 March 2026. Hosted on Acast. See acast.com/privacy for more information.

In this TMTM Order Pad episode of Talk Money To Me, Felicity Thomas takes a deep dive into AML3D Ltd (ASX: AL3) an Australian advanced manufacturing company using industrial metal 3D printing to produce large-scale components for industries like shipbuilding, utilities, infrastructure, energy and defence supply chains.With a market capitalisation of under $100 million and the share price down more than 50% from recent highs, Felicity asks the key question investors care about:Has the market mispriced the opportunity?AML3D’s proprietary ARCEMY® additive manufacturing systems are designed to produce large industrial metal components using advanced robotics, welding technology and metallurgical science. These systems allow manufacturers to produce complex parts faster, locally and often at lower cost, helping reduce reliance on long and fragile global supply chains.The company is positioning itself in a specialised niche within the global additive manufacturing industry, particularly producing large structural components used in shipbuilding and heavy industry — including work linked to the **United States Navy maritime industrial base.In this 15-minute deep dive, Felicity breaks down:• What AML3D actually does and how ARCEMY works • The global additive manufacturing landscape • Key international players including Lincoln Electric, Gefertec GmbH, and Desktop Metal • How AML3D compares with Australian peers like Titomic Ltd and SPEE3D • The company’s US expansion strategy and Ohio manufacturing facility • Its $78 million potential pipeline of opportunities • Revenue forecasts and the balance sheet position • Why analysts believe the stock could have significant upside from current levelsAML3D sits at the intersection of several powerful structural themes:• reshoring of global manufacturing • advanced industrial technology • additive manufacturing (metal 3D printing) • shipbuilding and infrastructure investment • modernisation of global supply chainsAs always on Order Pad, the goal is simple to explore whether the market could be missing something important in the underlying business story.⚠️ DisclaimerThis podcast is general information only and does not constitute personal financial advice. The views expressed are those of the host and have been prepared without taking into account your individual objectives, financial situation or needs.Felicity Thomas is an Authorised Representative of Shaw and Partners Limited, holder of Australian Financial Services Licence (AFSL) 236048.Before acting on any information discussed in this episode, you should consider whether it is appropriate for your circumstances and seek independent professional advice.Investing in small capitalisation companies involves higher risk, including potential loss of capital. Past performance is not a reliable indicator of future performance.If you want the latest research report email [email protected] Hosted on Acast. See acast.com/privacy for more information.

In this macro market update, Candice and Felicity unpack the latest developments in the Middle East and what the Iran conflict could mean for global markets, oil prices and investment portfolios.With tensions escalating across the Gulf region and growing disruption risks around the Strait of Hormuz a critical shipping route responsible for roughly 20–25% of global oil supply investors are asking what this means for markets.In this episode we discuss:• Why geopolitical conflicts often have less lasting impact on markets than investors expect • How much of the recent oil price move has already been priced into markets • What history tells us about stocks, gold, bonds and volatility during geopolitical crises • The potential scenarios for the Iran conflict and their market implications • Why US large-cap equities and structural growth sectors may remain resilient • Opportunities emerging across cyclicals, travel stocks and global equities • The role of energy, commodities and safe-haven assets in portfolios • How investors can navigate volatility while staying focused on long-term investment objectivesPeriods of geopolitical tension can create uncertainty in markets, but they can also present opportunities for disciplined investors who stay focused on fundamentals and long-term strategy.⚠️ DisclaimerThis podcast contains general information only and does not take into account your personal objectives, financial situation or needs. It should not be considered personal financial advice. Candice Bourke and Felicity Thomas are Authorised Representatives of Shaw and Partners Limited (ABN 24 003 221 583, AFSL 236048). The information discussed in this podcast is current at the time of recording but may change without notice. Any opinions expressed are those of the hosts and may not necessarily reflect the views of Shaw and Partners Limited. Before making any investment decision, you should consider whether the information is appropriate for you and seek advice from a licensed financial adviser. Past performance is not a reliable indicator of future performance. Investing involves risk and the value of investments can rise or fall. This podcast is produced for informational and educational purposes only. Everything is based on facts known at the time of recording 3rd March 2026. Hosted on Acast. See acast.com/privacy for more information.

Everyone’s talking about Nvidia. But what if the biggest opportunity in artificial intelligence isn’t in chips… it’s in the infrastructure powering the entire ecosystem? In this Order Pad episode, Candice breaks down why she is buying Vertiv (VRT.NYS) and why she believes the next phase of the AI investment cycle will be driven by power, cooling and data centre infrastructure. Artificial intelligence is creating one of the largest global infrastructure build-outs in decades. As demand for computing power accelerates, so does the need for energy, advanced cooling systems and mission-critical data centre solutions. This is where Vertiv sits at the centre of the opportunity. This episode includes:What Vertiv actually does and why most investors misunderstand the businessWhy AI workloads are significantly more energy and infrastructure intensiveThe key numbers from the latest result, including strong order growth and backlog visibilityWhy the share price has been volatile despite strong fundamentalsThe long-duration AI infrastructure cycle and why we believe it is still earlyWhat the market will be watching over the next 12 monthsWhy we believe this is a compelling long-term investment opportunity If you want to understand where the second wave of AI investing may come from, this episode is for you.  If you would like to discuss your portfolio or explore opportunities aligned with your long-term strategy, you can reach out to us directly:Candice Bourke and Felicity Thomas - [email protected] DisclaimerThis podcast is general information only and does not take into account your personal objectives, financial situation or needs. It should not be considered personal financial advice. Before making any investment decision, you should consider whether the information is appropriate for you and seek advice from a licensed financial adviser. Shaw and Partners Limited ABN 24 003 221 583 AFSL 236048. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas unpack one of the most misunderstood wealth strategies in Australia borrowing to invest through margin lending.Many Australians are comfortable using debt to build wealth through property, but far fewer understand how leverage can be used in a diversified global portfolio. When structured correctly, margin lending can accelerate long-term wealth. However, when used poorly, it can magnify risk and volatility.In this episode, we break down the strategy in a simple and practical way, including real client scenarios and the key considerations sophisticated investors need to understand.We cover:✔️ What margin lending is and how it works✔️ Loan-to-value ratios (LVR) and how lenders assess risk✔️ What actually happens in a margin call✔️ Why diversification and investment selection matter more than leverage✔️ A 10-year real-world scenario leveraging the S&P 500, including realistic Australian borrowing costs✔️ Behavioural mistakes investors make during market volatility✔️ Margin lending versus property gearing✔️ Who this strategy may be suitable for – and who should avoid itThis episode is designed for high-income professionals, long-term investors and anyone looking to build wealth through disciplined, strategic investing.📩 Contact Candice & FelicityIf you’d like to learn more or discuss your personal financial strategy, you can reach out to us directly:📧 [email protected]🌐 www.cftgroup.com.auOr connect with us on LinkedIn:Candice Bourke & Felicity Thomas⚠️ DisclaimerThis podcast is hosted by Candice Bourke and Felicity Thomas both Financial Advisers at Shaw and Partners AFSL 236048. The information discussed is general in nature and does not take into account your personal objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the advice and seek professional advice tailored to your circumstances.Any views expressed are those of the hosts at the time of recording and may change. Past performance is not a reliable indicator of future performance. Investing involves risk, including the loss of capital. Borrowing to invest, including margin lending, can magnify gains and losses and may not be suitable for all investors. Hosted on Acast. See acast.com/privacy for more information.

Welcome to this fortnight’s TMTM Order Pad, where we break down one high-conviction investment idea and assess whether the market is mispricing the opportunity.In this episode, Felicity dives into WiseTech Global (WTC.ASX) one of the ASX’s most widely followed technology stocks and explains why we believe the company could be entering a critical 2026 re-rating phase.After a sharp sell-off across global software stocks, WiseTech now trades below historical valuation averages despite strong customer retention, growing free cash flow, a transition to transaction-based pricing, and integration upside from e2open.In this deep dive, we cover:• What WiseTech actually does and why CargoWise is mission-critical• The pricing model shift and margin outlook• e2open integration risks and opportunities• AI disruption risk or competitive advantage?• What the upcoming FY26 result needs to proveIs this simply a recovery trade or a genuine asymmetric opportunity?IMPORTANT: WTC.ASX at the time of recording 10th February 2026 is trading between $47 and $50🎯 About TMTM Order PadOrder Pad is our fortnightly high-conviction stock segment, where we analyse companies with structural advantages, strong cash generation, and identifiable catalysts ahead. Think next-multibagger energy with institutional discipline.Positioning before consensus.⚠️ Important DisclaimerThis podcast contains general information only and does not take into account your personal objectives, financial situation or needs. It does not constitute personal financial advice. Before making any investment decision, you should consider whether the information is appropriate for you and seek advice from a licensed financial adviser. Talk Money To Me is hosted by advisers at Shaw and Partners Felicity Thomas and Candice Bourke (AFSL 236048). Past performance is not a reliable indicator of future performance. All investments carry risk. Investments may rise and fall in value, and capital loss is possible.📩 Get in TouchIf you would like to discuss your portfolio or explore whether WiseTech or other ASX opportunities may be appropriate for you:📧 [email protected]🌐 www.cftgroup.com.au🎙 Follow Talk Money To Me on Spotify, Apple Podcasts & YouTube📱 Follow @TalkMoneyToMePodcast on Instagram & @TalkMoneyToMe on LinkedIn Hosted on Acast. See acast.com/privacy for more information.

What does 2026 really look like for investors?In this first episode back for 2026, Talk Money To Me hosts Felicity Thomas and Candice Bourke break down what’s actually driving markets beneath the surface using institutional insights from global strategy teams across equities, credit, derivatives and China.Markets may be broadening, but risks are shifting and in this episode we unpack what that means for portfolios.In this episode we cover:Why markets feel calmer but may actually be more fragile in 2026The rotation away from the US and why China and Europe are back in focusThe next phase of the AI trade — and why it’s moved beyond mega-cap techHow to think about copper, infrastructure and electrification as AI enablersWhy private credit and high yield could be the hidden risk this yearWhy Europe, particularly banks and credit, is quietly well positionedThe key 2026 market catalysts to watch — from China’s NPC to US midtermsHow UBS’s “10 Surprises” framework is already playing out in marketsWhat Felicity and Candice are actually doing in portfolios as a result2025 was about chasing what worked.2026 is about positioning for what’s coming next.⚠️ Important DisclaimerThis podcast is for general information only and does not take into account your personal objectives, financial situation or needs.While Felicity Thomas and Candice Bourke are Authorised Representatives of Shaw and Partners Limited (AFSL 236048), the information discussed in this podcast does not constitute personal financial advice or a recommendation to buy or sell any financial product.You should consider whether the information is appropriate for you and seek independent professional advice before making any financial decisions.Information is current as at the time of recording: 4th February 2026📩 Contact & More InformationIf you’d like to discuss any of the themes covered in this episode or understand how they may apply to your portfolio:Visit: www.cftgroup.com.au Or get in touch with Felicity Thomas or Candice Bourke [email protected] Follow Talk Money To Me on Spotify or Apple Podcasts, and share this episode with someone who loves their markets, macros and long-term investing conversations. Hosted on Acast. See acast.com/privacy for more information.

It’s the most wonderful time of the year, and our favourite annual tradition! Candice & Felicity are joined once again by Shaw and Partners CIO, Martin Crabb, to unpack the Top 10 Investment Themes for 2026 in this festive, market-moving Christmas special. This year, we’ve wrapped each theme in a Christmas-themed jingle, while Martin delivers deep insights on the macro landscape, AI acceleration, geopolitics, EM vs China divergences, private markets, and the big question: where should investors be positioned for 2026? We also look back at Martin’s 2025 predictions including nuclear’s standout performance with a candid “Crystal Ball Review”, covering PDN, TLX and IDP’s 12-month results. Finally, Martin reveals his #1 high-conviction pick for 2026, tied directly to one of his top themes for the year ahead.This episode is packed with insights, laughter, Christmas spirit… and a few questionable vocal performances from your favourite financial advisers. IN THIS EPISODE  The 10 themes shaping global markets in 2026 Bond markets: why they’re still “shark-infested waters” How Trump’s “3 Ds” (DOGE, Deregulation & Drugs) shape US opportunities AI infrastructure: the second-derivative winners Europe’s surprising revival EM vs China: where the winds are actually turning Private markets unlocking liquidity IPO & M&A activity making a comeback Martin’s 2025 “crystal ball review” — PDN, TLX, IDP Martin’s top investment pick for 2026  This episode is for informational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and do not take into account individual circumstances. Always seek professional advice before making investment decisions. Information is current as of the recording date (10 December 2025).📧 Contact us:[email protected]@cftgroup.com.au Hosted on Acast. See acast.com/privacy for more information.

Black Friday panic, Christmas chaos… and a derivatives-led global equity sell-off. In this episode of Talk Money To Me, Candice and Felicity zoom out from the noise and share six major investment themes set to shape portfolios in 2026 plus the ETFs, sectors and stocks they’re watching right now.Recorded on 25 November 2025 following a sharp but non-fundamental global equity pullback driven by CTAs, futures activity and a VIX spike, the pair break down why retail investors have been buying the dip, not selling it and why the medium-term setup for equities remains constructive.They then reveal their 2026 Playbook, covering:⭐ Theme 1 – Mid-Duration Fixed Income & Floating RatesWhy the 3–5 year part of the curve, senior bank notes, floating-rate notes and diversified bond ETFs (like MQSD) are compelling defensive anchors heading into an uncertain rate environment.🔌 Theme 2 – The Great Energy UpgradeAI power demand, electricity grid strain and the resurgence of LNG and nuclear. Featuring WDS, uranium via URNM/ATOM, BOE, PDN and enrichment play SLX.🤖 Theme 3 – The Critical AI Value ChainThe backbone of AI: semis, cooling, power, data centres and transmission. With names including NVDA, AVGO, VRT, SMCI, ASML, TSMC, EQIX, DLR, NXT and ETFs GXAI and NDQ.🧬 Theme 4 – Disruptive Science & Healthcare Re-RatingGLP-1s, radiopharmaceuticals and gene editing. Opportunities across CSL, TLX, Novo Nordisk, Eli Lilly and ETFs DRUG, CURE, ARKG and IXJ.⚙️ Theme 5 – Critical Minerals & Strategic CommoditiesCopper shortages, rare earth dominance and long lead-time supply constraints. Ideas include ACDC, COPX, BHP, LYC and ILU.🌍 Theme 6 – Global SMID & Quality RotationOne of the most compelling under-the-radar opportunities of 2026. Exploring valuation gaps, historical outperformance and quality SMID exposures. If you’re planning your 2026 portfolio strategy, this episode is your end-of-year roadmap across bonds, AI, energy, commodities, healthcare and global SMIDs.⚠️ DisclaimerThis content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (25 November 2025).📧 Contact us: [email protected] [email protected] Hosted on Acast. See acast.com/privacy for more information.

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas take you through the biggest forces shaping markets right now — from renewed AI scrutiny, sticky inflation, and shifting interest-rate expectations, to Australia’s new era of resource reinvention. We break down the key macro trends, the sector winners and losers, and the commodities powering the next decade of global growth. What we cover in this episode:Market Pulse: AI Growing Pains & Macro Cross-CurrentsWhy “beats not rewarded” is back this earnings seasonAI infrastructure’s funding tension: $13B revenues vs $1.4T spend commitmentsLabour softness vs strong corporate earningsFed & RBA rate-cut expectations into late-2025/2026Why investors are shifting to quality, income and pricing power The Big Commodity Themes to WatchCopper: AI, EVs and renewables doubling demand by 2035Uranium: the fuel behind decarbonisation and AI-driven energy demandRare Earths: the strategic backbone of defence, EVs and windGold: outperforming the S&P 500 as a “store of trust”⚠️ Disclaimer:This content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (11 November 2025).📧 Contact us: [email protected] or [email protected] for our latest research monitor Hosted on Acast. See acast.com/privacy for more information.

In this episode of Talk Money To Me, Candice Bourke sits down with Jeff Cullen, Managing Director at Schafer Cullen Capital Management, to unpack what’s really driving global equity markets right now from the resurgence of value investing to the opportunities unfolding in AI, electrification, and global income strategies.With over three decades of experience across Wall Street and global fund management, Jeff shares invaluable insights into:🏦 The rebirth of global value investing — and what’s fuelling the rotation away from growth 💶 Europe’s trillion-euro fiscal stimulus — creating long-term structural tailwinds 🌍 Global macro shifts — the implications of Trump’s policies, U.S. dollar weakness, and trade tensions with China ⚡ Electrification leaders — how dividend-paying giants like Toyota, Siemens, and Enel are powering the energy transition 🤖 AI meets value — why artificial intelligence is no longer just a growth story 🏗️ Onshoring momentum — supply-chain shifts, protectionism, and where the next wave of opportunity lies 💰 Jeff’s best buy idea — his top conviction call in the current market environmentThis conversation ties directly into the Shaw and Partners Global Equity Income Strategy, managed in partnership with Schafer Cullen Capital a concentrated global value portfolio targeting above-market yield and long-term income growth.🎧 Tune in to hear how disciplined value investing, global diversification, and sustainable dividends are shaping opportunities for income and growth in 2025 and beyond.⚠️ Disclaimer:This content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (24 October 2025).📧 Contact us: [email protected] or [email protected] Hosted on Acast. See acast.com/privacy for more information.

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas dive into one of the most significant financial shifts of our time — the intergenerational wealth transfer.Over the next 25 years, trillions of dollars will move from one generation to the next, and the way families plan for this transition will determine whether that wealth endures or disappears.Joining them is Glen Frost, Partner in PwC’s Private Clients team and leader of PwC’s Australian Family Office practice. With over three decades of experience advising business owners, entrepreneurs, and family offices, Glen shares invaluable insights on how to protect, structure, and pass on wealth effectively.They unpack: 💰 The staggering scale of Australia’s upcoming wealth transfer ⚖️ Why 70% of family businesses fail to make it past the second generation 🏠 Common estate and superannuation pitfalls to avoid 👩‍👧 The growing role of women in managing and inheriting wealth 🧭 How to engage and prepare the next generation for leadership and ownership 🤝 The importance of trust, communication, and early planningWhether you’re a parent, business owner, or future inheritor, this conversation will help you understand what it really takes to build a lasting legacy and why now is the time to start the conversation.⚠️ Disclaimer:This content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (1 August 2025). Hosted on Acast. See acast.com/privacy for more information.