In this episode, I interview Matt Cunliffe, the Managing Director of Mortgage Choice in Brisbane, a mortgage broking firm involving award-winning Mortgage Brokers that can help with home loans, car or personal loans, business lending, and financial advice. Matt Cunliffe and the team...
132: Started by doing workshops and later founded a wealth management business, from no clients to one of the most successful financial advisory practices. Grow team to 13 FTEs, with revenue growth exceeding 20% for over 20 years. (Rocco Carriero)
Aug 18, 2021
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In this episode, I interview Rocco Carriero, a private wealth advisor and founder of Rocco A. Carriero Wealth Partners, a private wealth advisory practice based in Southampton, New York. This wealth management is dedicated to helping clients achieve their financial goals through...
124: With a background in finance, co-founded a technology company based on the financial storytelling techniques currently used by 40,000 people in 96 countries around the world. Started with only 3 FTE to more than 40 FTE. (Alan Miltz)
Jul 21, 2021
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In this episode, I interview Alan Miltz, the Co-founder and Director of Cash Flow Story, a technology company based in Melbourne, Australia. CFS helps business owners, managers, and financial coaches understand what the numbers mean in the simplest way possible to improve their profit, cash flow,...
103: In her late 20s, started an online investment platform, providing equal opportunity to everyone who wants to grow their wealth. From no customer to over 350,000 investors & from a small team to the current 150 members in 5 yrs. (Brooke Roberts)
May 09, 2021
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In this episode, I interview Brooke Roberts, the Co-Founder, Co-CEO, and Director of Sharesies based in Wellington, New Zealand. Sharesies is an online investment platform believing that everyone deserves the opportunity to grow their wealth. It also gives access to invest in...
099: Youngest Telstra Business award winner, a 22yo real estate agent. Sold the agency, lost most of the gain thanks to a friend, started another agency, sold it – now a successful mortgage broker, grew 2 FTE to 16 in 6 years. (Kirsty Dunphey)
Apr 25, 2021
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In this episode, I interview Kirsty Dunphey, the Co-Founder and Director of Up Loans, an award-winning mortgage broking business based in Tasmania, Australia. Up Loans assists people by helping them secure their finances for home loans, refinance, and property investment. Kirsty won a lot...
098: A CA started a cafe retail & coffee roasting, sold it – now a CEO of an accounting & finance firm that helps business owners drive growth through outsourcing, working with 1000 clients of different industries & has 20 FTE. (Lachlan Grant)
Apr 21, 2021
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In this episode, I interview Lachlan Grant, the CEO of Sidney-based Vital Addition, an accounting, and finance firm which specializes in working with small to medium-size businesses. They helped their clients reach their business and financial goals through modern and innovative...
093: Aged 36 in 2014, career changed. Violeta Finance helping people achieve their property and financial dreams. Increasing revenue by 50% each year. From no team members, now has 3.5 FTE (Jo Violeta)
Apr 05, 2021
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In this episode, I interview Jo Violeta, the marketing manager and Co-owner of Violeta Finance. Violeta Finance is a family-owned business that helps people secure financing for home loans, mortgages, refinance, and property investment. It is based in Melbourne, Victoria, Australia. Jo...
081: Started Valocity which was rapidly adopted by big banks in New Zealand, Australia, India and Singapore within 6 years to become an industry leader, and grew it organically from a small team to the current almost 100 FTE (Carmen Vicelich)
Feb 21, 2021
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In this episode, I interview Carmen Vicelich, the award-winning founder and Global CEO of Valocity Global, a company that harnesses technology and data to transform and create new and connected digital ecosystems, streamlining the mortgage lending and valuation processes around the world...
