Teaminvest Wealth Builders
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.
Episodes
43 episodes
Wealthy + Wi$e Ep 8 | Flow versus fundamentals
Markets are meant to reflect company fundamentals, but what if prices are increasingly being driven by something else?In this episode of Wealthy & Wise, we hear how the rise of structural forces like passive investing, index funds an...
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Season 2
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Episode 40
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38:23
Wealthy + Wi$e Ep 7 | Megatrends, Market Hype and How Value Investors Avoid Overpaying
In this episode of Wealthy and Wise, Nadine is joined by Andrew Coleman from Team Invest and Ryan Joyce from Magellan to unpack one of the biggest themes in investing right now: megatrends.From artificial i...
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Season 2
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Episode 39
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31:39
Wealthy + Wi$e Ep 6 | Dogs, Unicorns & the Pursuit of Value
In this episode, we once again showcase Wealthy + Wi$e, our collaboration with ausbiz. We look at whether you really can pick "unicorns". The challenge is that unicorns are only obvious in hindsight, but dogs are easier to identify early.
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Season 2
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Episode 38
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46:43
Wealthy + Wi$e Ep 5 | Mispriced or Misunderstood? A Value View on Results
In this episode of Wealthy & Wise, the team takes a look at reporting season through the lens of a value investor.We hear from Teaminvest's Howard Coleman and Sanjee Narendran. And The Motley Fool's Scott Phillips gives his take on r...
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Season 2
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Episode 6
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40:55
Wealthy + Wi$e Ep 4 | The Diversification Trap
Diversification is one of investing's most repeated mantras, but are you doing it right? In this episode of Wealthy & Wise, we sit down with Andrew Coleman from Teaminvest, David Sokulsky from Carrara Capital, and Rob Gilmore from Wealth Si...
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Season 2
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Episode 5
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42:08
Wealthy + Wi$e Ep 3 | Value & Volatility
Volatility is one of the most misunderstood concepts in investing. It’s often treated as synonymous with risk... but is that really true?In Episode 3 of Wealthy & Wise, we unpack what volatility actually measures, why markets react ...
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Season 2
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Episode 4
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46:12
Wealthy + Wi$e Ep 2 | How Rising Interest Rates Impact Value Investing – Strategies for Investors
Interest rates shape every investment decision, yet their impact on companies is often misunderstood. In this episode of Wealthy + Wise, ausbiz's Nadine Blayney is joined by William Buck chief economist Besa Deda and Teaminvest’s Andrew Coleman...
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Season 2
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Episode 3
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41:27
Wealthy + Wi$e Ep 1 | The Real Secrets of Value Investing with Teaminvest
Wealthy + Wise is a new program designed for investors who want to think more clearly about markets, not react more quickly to them. Built around Teaminvest’s disciplined approach to value investing, the series steps away from hot tips and dail...
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Season 2
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Episode 2
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32:31
Unlocking the Power of AGMs: Insider Tips for Smarter Shareholders
Ever wondered what really happens at an Annual General Meeting (AGM) and why it matters for your investments?In this episode, Steve Mabb, Chair of the Australian Shareholders Association and Teaminvest member, unpacks how AGMs are more ...
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Season 2
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Episode 1
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38:29
When the Market Stops Thinking: Passive Investing, AI, and the Future of Wealth
Index funds, ETFs, superannuation flows, and AI-driven trading are now dominating global markets — but at what cost? In this episode, CEO Andrew Coleman unpacks how passive investing, algorithmic trading, and regulatory incentives are r...
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Season 1
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Episode 31
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52:53
Emerging Wealth Winners Series Ep 3: Fiducian & Kina Bank – Innovation, Integration, and Growth in Financial Service
In Episode 3 of our Emerging Wealth Winners Series, Kylie Merritt interviews Rahul Guha, CEO of Fiducian, to explore the company’s unique integrated model, scalable growth, and focus on quality advice.Plus, Andrew Coleman and Kylie disc...
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Season 1
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Episode 30
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25:47
Emerging Wealth Winners Series Ep 2: Credit Corp & AWAG – Growth, Opportunity, and Activist Investin
In Episode 2 of our Emerging Wealth Winners Series, Kylie Merritt from Ausbiz interviews Michael Eadie (CFO, Credit Corp) and AWAG directors Lee IaFrate and Mark Stephen. Learn how Credit Corp’s US expansion is fueling growth and how AWAG is dr...
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Season 1
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Episode 29
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32:25
Emerging Wealth Winners Series Ep 1: SOLVAR & Mader – Resilient Cashflows, People‑First Culture and Global Growth
In Episode 1 of our Emerging Wealth Winners Series, produced in partnership with Ausbiz, we dive into two ASX‑listed companies that are quietly compounding value: Solvar Group (ASX: SVR) and Mader Group (ASX: MAD).What you'll learn i...
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Season 1
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Episode 28
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36:41
Diworsification REVISITED: When Diversification Destroys Your Returns
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 conc...
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Season 1
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Episode 27
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31:15
The Power of Dividends: How to Achieve 15–20% Returns with Patience & Quality
Dividends may not grab headlines — but for patient, disciplined value investors, they can do extraordinary work over time, becoming one of the most powerful drivers of long-term wealth.In this episode, Kerry Fleming breaks down how valu...
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Season 1
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Episode 26
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11:10
Return on Equity (ROE): The Most Misunderstood Metric in Investing
Return on equity (ROE) is one of the most popular metrics in investing — and one of the easiest to misuse.In this episode, we break down how disciplined, long-term value investors actually use ROE to assess business quality, capital all...
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Season 1
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Episode 25
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13:58
SMSF Estate Planning: Protect Your Super, Protect Your Legacy
Have you planned what happens to your self-managed super fund (SMSF) when you’re gone? In this episode, SMSF specialist Melina Mitchell joins Kerry Fleming to demystify SMSF estate planning. Learn the difference between binding and non-...
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Season 1
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Episode 24
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17:36
Investment Principles: Know Yourself, Know Your Investments, Know Your Valuation
Successful long-term investing is not about prediction — it’s about principles.In this episode, we break down the three core principles disciplined value investors rely on through every market cycle: knowing yourself, knowing your inves...
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Season 1
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Episode 23
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36:57
What is Teaminvest? Inside Australia’s Most Powerful Investor Community
Successful long-term investing is rarely a solo pursuit. Disciplined value investors rely on clear process, shared insight, and the humility to challenge their own thinking.In this episode, we explain how a structured investment process...
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Season 1
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Episode 22
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42:42
Building an SMSF: Choosing the Right Trustee Structure
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 str...
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Season 1
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Episode 21
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17:13
What Makes a Good Fund? (Part 2): Moats, Risk, and Trustworthiness
Choosing the right investment fund doesn’t stop at fees and performance. For disciplined value investors, understanding moats, risk, and trustworthiness is what separates durable outcomes from disappointment.In Part 2 of this series, we...
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Season 1
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Episode 20
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34:42
What Makes a Good Fund? (Part 1): Your Guide to Smarter Fund Investing
Choosing an investment fund isn't about chasing performance — it's about discipline, process, and alignment with long-term value investing principles. In this episode, we break down how disciplined value investors evaluate managed funds...
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Season 1
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Episode 20
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25:59
REVISITED - Beyond the Product: How to Spot Great Investments
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...
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Season 1
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Episode 19
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28:33
Understanding Company Management: The Human Factor in Smarter Investing
For long-term value investors, great businesses are built by people — and poor management can destroy even the strongest businesses. In this episode, Kerry Fleming and Andrew Coleman explain why assessing company management is one of th...
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Episode 19
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47:33
Planning Intergenerational Wealth: How to Build a Lasting Legacy for Your Family
How do you ensure your wealth lasts — not just for your children, but for generations to come? In this episode, Kerry Fleming sits down with Andrew Coleman to unpack the real-world strategies, mindset, and education needed for successful interg...
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Season 1
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Episode 18
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33:11