Equity Gals

The affluent investor now more than ever before, is aspiring to achieve a healthy financial future and is seeking financial advice, however there are many that are deterred because of the high costs of advice. On the other hand, Canna Campbell a licensed registered adviser, passionate about helping people get their personal finances on track, offers an affordable means to achieving financial freedom. She is the founder and director of financial media platform SugarMamma.TV. She is a keynote speaker, financial expert, bestselling author of The $1000 Project & Mindful Money, and owns and operates her own financial planning firm, called SASS financial. It’s safe to say she is a pretty awesome individual.

In this week's episode of Equity Gals, we had the privilege of chatting with Canna where we discussed how she got to where she is today, the challenges she overcame navigating her career, financial insights and tips, and the future of Sugarmamma.TV.

Welcome to our first episode of Money Diaries, a segment where we break down our listeners' money concerns and provide you with the skills and resources to help you overcome your money problems. Today’s money diary is from one of our Listeners, Andrea. Andrea is having difficulty understanding interest rates, despite knowing it is a simple concept for some. She opened up a savings account where she is saving for her first house deposit. She thought she was getting the best rate for her savings, however her calculations were wrong and now she feels unsure, confused, and disheartened with the process. Come join Giulia and Amie as we break down the barriers and Jargon of interest rates.

Arjun and Ally spent a large portion of their young adult life trying to learn and understand how to invest.

After feeling disheartened by how inaccessible financial literacy actually is, they decided to create an impact investment platform that allows you to customise your portfolio to your needs.Until recently, there has not been a consistent industry approach to assessing the responsible investing characteristics of funds and portfolios, and this can be an overwhelming task to screen ethical investments if you lack the knowledge or expertise.Like yourself, they care about our planet and the people on it. This is why they have set-out to create an investing app that makes this process easy and convenient. So, you can invest knowing you’re making an impact in companies that align with you.
Listen in on this week's episode to learn more about inaam and how to build an ethical investment portfolio with ease.

It’s about time we jumped on the crypto train with a four-part series covering all things crypto. Today we are joined by the CEO and Co-Founder @ Minke, Josh Reyes, for part four of our series. Josh explains what Defi is, how it works, and the growing interest in DeFi saving and borrowing. We learn Josh’s start-up story of how he started Minke and gain insights into his thoughts on the future of Defi. Come and Join Amie and myself on the crypto train for another episode of Equity Gals.

Mint, Wallet and Safety

It’s about time we jumped on the crypto train with a four-part series covering all things crypto. Today we are joined by expert Jett Nathan from Minke for part three of our series. Jett delves into the world of NFTs. He explains what an NFT is, how to purchase an NFT, and how to mint one. Jett also provides insights into how NFT’s can completely change the world we live in. Come and Join Amie and myself on the crypto train for another episode of Equity Gals.

It’s about time we jumped on the crypto train 🚆 with a four part series covering all things crypto. Today we are joined by expert Tommy Honan from Swyftx for part two of our series. Tommy explains how to purchase cryptocurrency, how crypto exchanges work, and how to choose one. Tommy provides insights into what it's like to work at Swyftx and how he got there. Come and Join Amie and myself on the crypto train for another episode of Equity Gal’s.

It’s about time we jumped on the crypto train with a four-part series covering all things crypto. Today we are joined by expert Zac to kick off our crypto series with the basics. We will be starting right from the beginning, covering what cryptocurrency, the blockchain, bitcoin and Ethereum mean. We learn Zac’s thoughts on the future of cryptocurrency and what he is currently invested in. Come and Join Amie and myself on the crypto train for another episode of Equity Gal’s.

To be a successful long-term investor is not a matter of having a crazy high IQ, knowing insider trading secrets or getting down right luck. In fact, anyone can effectively invest in the long term by establishing a sound framework for decision making and having a willingness to learn. In this week's episode we provide a clear structure to help you invest confidently. We give you the framework we use to evaluate companies to help you mitigate risk and ensure a level of margin of safety when you invest. To spice things up, we also brought on one of our listeners Tadi who has been our guinea pig for the last month learning how to implement this framework when she invests. Tadi and I give a fun comprehensive stock pitch to provide real life examples of how we implement the framework to make sound investment decisions.

Environmental, social and (corporate) governance (ESG) has been on the agenda for decades. 2021 marked the deadline for signatory countries to submit their plans to reduce greenhouse emissions by 2050. In light of the Upcoming ESG summit we have decided to bring on expert Max Mulholland an Analyst at Evergreen Consultants (a bespoke investment consulting firm) to discuss how Evergreen developed a framework that evaluates fund managers' approach to ESG investing. A system they now call Evergreen Responsible Investment Grading Index (ERIG Index). in this week's episode hear about how Max helped Evergreen establish this framework and how you can apply the ERIG Index framework to your portfolio and help you invest more ethically.

Christie Jenkins has worn the green and gold and represented Australia in 3 different sports; Trampolining, CrossFit and Beach Volleyball. She's currently an Associate Investor at Blackbird, and an Advisor at Athletic Ventures. Prior to that she had a decade of management consulting experience working with the leaders of companies including ANZ, CBA, and Bupa. She speaks and writes about high performance psychology and how we can take the elite mindset from sport and apply it to business. Listen to this week's episode to learn how Christie has fostered a growth mindset over the years and how you can too.

Today we unpacked what we have learned from interviewing industry leaders; Matt Heine, Brett Baker and Roger Montgomery. Our discussion aimed to help sift through - simplify the jargon and help broaden your understanding of the finance ecosystem. Amie and I also had a little bit of fun chit chatting and talking absolute Sm**ck. As always we aim to share with you our financial secrets to help you learn, grow and establish a sense of stability and a community through our work. We hope you enjoy today’s episode and find it insightful.

Roger Montgomery has 30 years' experience working in financial markets, equity and derivatives trading and investment banking. Roger Montgomery is the CEO & Founder of Montgomery Investment Management where he runs a team of 14 and manages 1.0 Billion dollars funds under management. Roger has previously founded and run a boutique funds management business and in 2010 published his first book, a value investing guide book for the stock market, called Value.able, where he shares his three simple steps for value investing and online trading, which also went on to become a best-seller. In this week's episode we discuss Roger's bullish expectations of the market, travel into the Metaverse and discuss the future of NFT's, Roger's thoughts on the current inflationary environment and delve a little bit into his book value.able.

Brett Baker has 30 years of experience working in financial markets. Brett is a Director of Rekab Advice, works as a future's trader in the derivative markets, and has a vested interest in private equity and angel investing. Brett also Co-Founded Evergreen Consultants which is an independent investment consulting business, working with financial advisory firms to provide a range of bespoke investment solutions designed to deliver flexibility, efficiency, and an enhanced client experience. Evergreen was founded in 2016 and is now recognised as one of the pre-eminent investment consulting services In Australia. Brett has also had experience managing sales teams for Citygroup, where he developed and managed wholesale broking services that sold a range of financial products to financial intermediaries. In this week's episode, Brett provides us with insights into the future of global equity markets, the current inflationary environment, and future investment trends. Join us in this week's episode to hear more.

Netwealth Investments is a superannuation and investment tech platform that aims to provide investors and wealth professionals with a better way to invest, protect and manage their wealth. Netwealth is currently rated Australia’s Number 1 Platform for overall functionality and overall satisfaction* providing wealth professionals with the technology required to efficiently manage and add value to their clients. Netwealth currently manages 52 billion dollars funds under management and is quickly becoming one of the leading platforms in the financial services industry. In this week's episode we had the privilege of chatting with Matt Heine, Joint Managing Director of Netwealth investments. We discussed the future of Netwealth and trends in the financial services industry, how Netwealth scaled a 5-person startup to what it is today and Matt also provide some great investing tips for new investors starting out in the market. Join us in this week's episode to hear more.

Useful Links from today's episode:

This week's episode we teach you how to get your savings sorted, how to domino your debt and still be saving to Invest! Since Investing is what our poddy is all about, we wanted to help you get there as quickly as possible so you can join in on all the fun. The snowball method is discussed in this week's episode as a method to help you domino down on your debt.

Debt calculators mentioned in the show to help you get started:

This week’s episode was quite topical after the Australian Government released a plan to pursue goals in the hope to achieve a pledge of Zero Carbon Emissions by 2050. In this week's topic on Ethical Investing we discussed what ethical investing is, how it has become so prevalent in today’s society, how to source the information you need to help your decision making process when investing ethically, potential risks to look out for such as - ‘Greenwashing’ and we also provided some examples of ethical investments.

Ethical Investments mentioned in the episode:

In this week's episode we cover the basics of investing - establish the purpose of why we invest, what compounding interest is and why you should take advantage of making your money work for you. Lastly, we delved deep into the importance of setting clear financial goals and provided you with manageable steps to achieving your goals. In this week's episode we also spice things up as we introduce a weekly mantra to help keep you motivated and also provide you with insightful book recommendations that have helped us achieve our financial goals: 

This weeks Mantra: 

'Regardless of what the goal is, one key is to make sure this goal is in line with your values' 

Book Recommendations: 

In this week's episode we cover the basics of ETF's (Exchange Trade Funds). We discuss what an ETF is, the benefits of purchasing an ETF, provide some great examples of ETF’s, and how to invest into ETF's. Come and join us as we unpack the Jargon about ETf's.

The ETF's provided in this week's episode are:

This week's episode was all about starting the conversation and creating a community where you can feel comfortable about your investing journey. We discussed who we are, how we got started on our investing Journey, and what lead us to the creation of equity gals.