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Teaminvest Wealth Builders

TIP Group / Teaminvest

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Join us for the TIP Wealth Builder weekly podcast where we bring you insights, strategies and stories to help you compound your wealth and knowledge. Whether you are a seasoned investor, or just starting out on your wealth building journey, this podcast is designed to inspire, educate and empower you.
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In this episode, we spotlight two leading financial institutions from the Emerging Wealth Winners Conference. Kylie Merritt interviews Rahul Guha, CEO of Fiducian, about the firm’s integrated funds management, platform, and advice model, its scalable growth, and how Fiducian is positioning itself for the future of financial services. Then, Andrew C…
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In this episode of the Emerging Wealth Winners Series, Ausbiz's Kylie Merritt interviews Michael Eadie (CFO, Credit Corp) and AWAG directors Lee IaFrate and Mark Stephen. Discover how Credit Corp’s US expansion is driving growth, the risks and opportunities in debt purchasing, and how AWAG is leading industry consolidation and activist investing in…
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In this first episode of the Emerging Wealth Winners Series, produced in partnership with Ausbiz, we explore two ASX‑listed businesses that combine resilient earnings, disciplined risk management and long runways for growth: Solvar Group (ASX:SVR) and Mader Group (ASX:MAD). Hosted by Kylie Merritt from Ausbiz as part of the Emerging Wealth Winners …
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Is your “diversified” portfolio actually holding you back? In this episode of the Teaminvest Wealth Builders Podcast, Kerry Fleming is joined by CEO Andrew Corman and Head of Funds Management & Education Sanjee Narendran to revisit the concept of diworsification—Warren Buffett’s term for over-diversifying to the point where you dilute your returns …
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Can you really achieve 15–20% annual returns from your original share investment—just by focusing on dividends? In this episode, Kerry Fleming explores the true wealth-building power of dividends, compounding, and patience. Discover how disciplined reinvestment, market volatility, and a focus on quality businesses can turn moderate starting yields …
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Return on equity (ROE) is one of the most popular—and misunderstood—metrics in investing. In this episode, we break down what ROE really means, why it can be both a valuable tool and a dangerous trap, and how investors can avoid being misled by headline numbers. Using real-world examples like Qantas and the latest market trends, you’ll learn how to…
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Estate planning is one of the most important—and most overlooked—aspects of managing a self-managed super fund (SMSF). In this episode, Kerry Fleming is joined by SMSF specialist Meleena Mitchell to break down the essentials of SMSF estate planning, including death benefit nominations, eligible beneficiaries, tax traps, and the practical tools you …
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What separates successful investors from the rest? In this episode, Kerry Fleming and Sanjee Narendran (Head of Funds Management & Education at TIP Group) break down the three essential investment principles every investor needs: knowing yourself, understanding your investments, and mastering valuation. Whether you’re new to investing or a seasoned…
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What makes Teaminvest so different from other investment groups? In this episode, Kerry Fleming sits down with Sanjee Narendran (Head of Funds Management & Education) to explore the real story behind Team Invest. Discover how a unique blend of expert members, proven research, and collaborative wisdom has created one of Australia’s most successful i…
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Thinking about starting a self-managed super fund (SMSF) or optimising your current setup? In this episode, Kerry Fleming is joined by Meleena Mitchell, Head of SMSF at TIP Group, to break down everything you need to know about SMSF trustee structures. Discover the pros and cons of individual vs corporate trustees, how to avoid costly mistakes, and…
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What separates a good fund from a great one? In this in-depth episode, Kerry Fleming and Stuart James (Head of Distribution, TIP Group) explore the qualities that make a fund stand out: sustainable moats, robust risk management, and genuine trustworthiness. Learn how to identify high conviction managers, avoid “closet benchmark huggers,” and spot t…
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How do you choose a great investment fund in a crowded market? In this episode, Kerry Fleming and Stuart James (Head of Distribution, TIP Group) walk you through the key steps for finding, comparing, and evaluating managed funds. Learn how to define your goals, understand asset classes, decode fees, and use essential documents like the PDS and TMD …
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In this special repeat episode, Kerry Fleming and Sanjee Narendran reveal why the best investors always look beyond the product to focus on business fundamentals, management quality, and long-term performance. Discover why first-mover advantage is rarely enough, how to spot the difference between a great idea and a great investment, and the Team In…
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Company management is often the missing link in investment success. In this episode, Kerry Fleming and Andrew Coleman reveal why leadership, honesty, and culture matter just as much as the numbers—and how to spot the warning signs of poor management before it’s too late. Learn from real-world case studies (Bond, Kodak, Lehman, Forge, Magellan) and …
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How can you ensure your children and grandchildren are truly better off? In this episode, Kerry Fleming and Andrew Coleman explore the essentials of intergenerational wealth planning—from the pitfalls of poor preparation to the power of compounding, education, and family culture. Learn how to maximise your legacy, avoid common mistakes, and start t…
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Is Australia in a property or share market bubble? What causes bubbles, how do they end, and how can you protect your investments? In this episode, Kerry Fleming and Howard Coleman (Teaminvest co-founder) break down the history, psychology, and practical realities of bubbles—from tulip mania to today’s tech and property markets. Learn how to avoid …
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In this episode, Kerry Fleming and Sanjee Narendran unpack Warren Buffett and Charlie Munger’s most powerful investment philosophies. Discover how Teaminvest applies these principles—like buying wonderful companies at fair prices, prioritising temperament over intellect, and leveraging the power of community—to help investors achieve long-term succ…
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With over $3 trillion in superannuation, Australia’s retirement system is the envy of the world—or is it? In this episode, Kerry Fleming and Andrew Coleman expose the risks lurking beneath the surface, from government tax grabs and regulatory blunders to the dangers of index-tracking and market bubbles. Learn why average Australians may be at risk,…
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Reporting season is here! In this episode, Kerry Fleming and Teaminvest co-founder Howard Coleman unpack what reporting season means for Australian investors, why preparation is everything, and how Teaminvest’s disciplined, research-driven approach helps members uncover opportunities and avoid traps. Key Topics Covered: The meaning and importance o…
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In this episode, Kerry Fleming interviews Sanjee Narendran (Head of Funds Management & Education, Teaminvest) about his journey from stockbroking and business management to discovering a proven, fact-based investment process. Sanjeev shares how his family’s resilience, industry insights, and the power of community shaped his approach to investing—a…
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Episode Summary: In this episode, Kerry Fleming and the Teaminvest team tackle the most common (and costly) mistakes investors make—from misunderstanding risk to letting emotions drive decisions. Learn the real definition of risk, how human behaviour can sabotage your portfolio, and the practical strategies you need to stay disciplined, fact-based,…
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Episode Summary: In this episode, TIP Group CEO Andrew Coleman and Head of Funds and Education, Sanjee Narendran unpack the ongoing debate between active and passive investing. Learn the fundamental differences, the impact of fees and compounding, and how to select the right approach for your goals. Get insights from the latest ASA conference, real…
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Episode Summary: In this episode, we take a critical look at diversification—often called the cornerstone of risk management—and reveal why too much of it can actually hurt your investment returns. Host Kerry Fleming, CEO Andrew Coleman, and Head of Funds Management & Education Sanjee Narendran discuss “diworsification,” the hidden risks of portfol…
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On this episode, we explore the two most powerful concepts in investing—Wealth Winners and Capital Killers. Learn how Teaminvest members use a combination of quantitative and qualitative analysis to identify ASX-listed companies that can materially increase your wealth, and avoid those that could destroy capital. We walk through real-world examples…
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Understanding Division 296 Tax: What High Net Worth SMSF Investors Need to Know Division 296 tax is an additional 15% tax on earnings attributed to the portion of your superannuation balance over $3 million. On the surface, this may sound straightforward, but the implications for high net worth individuals, particularly those with self-managed supe…
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In this episode, we're unpacking a topic that sits at the heart of long term business success. The difference between a partner mentality and an owner or founder mentality. You'll hear a thoughtful discussion about why the mindset of a company's leadership, whether they see shareholders as true partners or simply as investors, can make all the diff…
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In today's episode, we're diving into one of the most debated and often misunderstood aspects of investing. How to value a company or an asset? You'll hear Andrew Coleman and Sanjee Narendran in a candid conversation that cuts through the noise of traditional valuation models, exploring why so many common approaches fail to deliver real insight, an…
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In this episode of TIP Wealth Builders, Kerry discusses the idea of looking beyond the product when investing in a company with Sanjee Narendran, Head of Funds Management and Education at TIP Group. Sanjee walks us through what it means to look beyond the product and why it is important to do so. We hope you enjoy this episode and remember to stay …
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In this very special BONUS short episode of TIP Wealth Builders, TIP Group CEO, Andrew Coleman tells us a little more about the importance of looking at moats when considering businesses for investment. What is a business moat and why do they matter? Simply put, a moat is anything that stops a competitor eating its lunch or enables that company to …
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In this episode of TIP Wealth Builders, Kerry talks with Peter Hasrouni about the benefits of having good strategies in place. A good strategy can help in all aspects of your life from your private life to your professional life. Sit back and let Peter guide you through the what, why and how of strategy implementation. Stay informed, stay invested …
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In this episode of TIP Wealth Builders, Kerry discusses the power of compounding with Sanjee Narendran, Head of Funds Management and Education at TIP Group. Sanjee shares his own journey with compounding, goes through some real-life scenarios using online calculators and discusses the importance of not just compounding wealth but also education and…
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In this episode of TIP Wealth Builders, Kerry talks with Andrew Coleman, Sanjee Narendren and Peter Hasrouni about the volatility in the market at the moment. What does that volatility mean for investors? What opportunities does volatility present? How do we block out the noise so we can focus on the important things like compounding our wealth and…
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Episode 1 explores who TIP Group and Teaminvest are, what makes us different and why our investment methodology stands out. Joining your host, Kerry Fleming in this episode is TIP Group CEO, Andrew Coleman, Head of Funds Management and Education, Sanjee Narendran and Corporate Adviser Peter Hasrouni. Stay informed, stay invested and keep building w…
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