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...
In this episode, I interview Bharat Kanodia, the Founder and Chief Appraiser at Veristrat based in San Francisco, USA, helping clients with raising capital, estate planning, and mergers & acquisitions. Bharat has been in valuation since 2000 and has valued assets in real estate, industrial,...
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...
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,...
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...
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...
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...
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...
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...