The Winner's Playbook
The Winner’s Playbook is your go-to podcast for real talk about money, careers, success and the challenges along the way.
Hosted by financial advisers Josh and Billy, we break down the financial world in a way that’s clear, relatable and actually enjoyable to listen to.
Whether you’re trying to grow your wealth, make smarter money moves, level up your career, or just figure out what success looks like for you, we’ve got you covered.
No boring lectures, no complicated jargon - just straight-up conversations that help you win in life and money.
New episodes drop every week, so hit follow and join us for practical advice, honest insights and maybe even a few laughs along the way.
The Winner's Playbook
Why everyday investors deserve access to private markets
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Private markets, business pressure and managing a big lump sum
Private markets are usually reserved for the wealthiest investors, large super funds and institutions, but should everyday investors have better access?
In this episode of The Winner’s Playbook, Billy is joined by Steve Sloane, Founder and Managing Director of Link Wealth, to unpack what private markets actually are and why access has traditionally been limited.
They discuss private equity, private credit, infrastructure, unlisted assets, and the work involved in creating a better way for clients to access these opportunities inside super.
Steve also shares his view on whether Victoria has become one of the hardest places in Australia to run a business, including the impact of payroll tax, property taxes, regulation and business confidence.
To close out, Billy and Steve talk through what to do after receiving a large lump sum, whether from selling a business, selling property, receiving an inheritance or exiting a major asset.
If you’re interested in private markets, business strategy, tax structures or how to manage significant capital properly, this episode is worth a listen.
⏱️ Timestamps:
00:00 Intro
01:11 Private markets and why access matters
02:28 What are private markets?
05:48 Why private markets have been hard to access
08:37 Building private market access inside super
12:26 Is it harder to do business in Victoria?
20:25 Planning for a major liquidity event
25:42 Tax structures for large lump sums
Hit follow, leave a review, and share this episode with someone who wants to better understand private markets, business risk and how to manage serious capital.
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Want to find an Adviser that suits your financial needs:
https://www.linkwealth.com.au/
Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp
Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide
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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.