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
52 episodes
Wealthy + Wi$e Ep 17 | When to Sell: Exit Frameworks for Value Investors
Most investors have a buying process. Very few have a selling one — and that gap quietly erodes returns year after year.In this episode of Wealthy and Wise, Andrew Coleman from Teaminvest and Associate Professor Mark Humphrey-Jenner from...
Wealthy + Wi$e Ep 16 | Broken businesses or back to Earth?
Some of the ASX's most trusted companies have been hammered over the past year. Is this genuine business deterioration — or is the market doing what it always eventually does: overreacting, overshooting, and handing patient investors an opportu...
Wealthy + Wi$e Ep 12 | The Virtues of Stability: Why Predictable Companies Win Long-Term
In a world where financial analysts are wrong more than 80% of the time, what's the real edge for a long-term investor? It's not a better crystal ball. It's choosing businesses that are easier to predict. In this episode of Wealthy ...
Wealthy + Wi$e Ep 13 | 10 ASX Stocks Rated Live: Buy, Hold or Sell?
This week on Wealthy + Wise, Andrew Coleman and Sanjeev Narendran from Teaminvest do something special: they rate 10 viewer-submitted ASX stocks live using the Conscious Investor platform and the Teaminvest value investing framework. <...
Wealthy + Wi$e Ep 14 | How to Value a Company — And Why Most Investors Get It Wrong
Most investors learn about DCF and multiples. Very few learn when NOT to use them. In this episode of Wealthy + Wise, Andrew Coleman from Teaminvest and Dean Fergie from Cyan Investment Management go deep on the art and science of valuing compa...
Wealthy & Wi$e Ep 15: Investing in Defence Stocks: What Value Investors actually look for
Defence is one of the most talked-about investment themes of the past two years. But are defence stocks actually good investments right now — or are you just buying into a news cycle at exactly the wrong price?In Episode 15 of Wealthy +...
Wealthy + Wi$e Ep 11 | What Executive Pay Really Tells You as an Investor
Most investors skim the remuneration report. The smart ones read it first. In Episode 11 of Wealthy + Wise, Teaminvest's Howard Coleman and Sanjeev Narendran are joined by Rachel Waterhouse, CEO of the Australian Shareholders Associ...
Wealthy + Wi$e Ep 10 | Earnings vs sentiment
In this episode of Wealthy & Wise, we look at what drives share prices and returns.We break down the relationship between earnings, sentiment and returns, and what it means for investors trying to build long-term wealth.Teamin...
Wealthy + Wi$e Ep 9 | Inflation and value investing
Inflation is back on the agenda, but are you treating it as noise, or a core part of your portfolio strategy as a value investor?This episode of Wealthy & Wise looks at how rising prices may reshape returns for investors, which secto...
Wealthy + Wi$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...
Wealthy + Wi$e Ep 7 | Megatrends, Market Hype and How Value Investors Avoid Overpaying
In this episode of Wealthy and Wise, Nadine is joined by Andrew Coleman from Team Invest and Ryan Joyce from Magellan to unpack one of the biggest themes in investing right now: megatrends.From artificial i...
Wealthy + Wi$e Ep 6 | Dogs, Unicorns & the Pursuit of Value
In this episode, we once again showcase Wealthy + Wi$e, our collaboration with ausbiz. We look at whether you really can pick "unicorns". The challenge is that unicorns are only obvious in hindsight, but dogs are easier to identify early.
Wealthy + Wi$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...
Wealthy + Wi$e Ep 4 | The Diversification Trap
Diversification is one of investing's most repeated mantras, but are you doing it right? In this episode of Wealthy & Wise, we sit down with Andrew Coleman from Teaminvest, David Sokulsky from Carrara Capital, and Rob Gilmore from Wealth Si...
Wealthy + Wi$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 ...
Wealthy + Wi$e Ep 2 | How Rising Interest Rates Impact Value Investing – Strategies for Investors
Interest rates shape every investment decision, yet their impact on companies is often misunderstood. In this episode of Wealthy + Wise, ausbiz's Nadine Blayney is joined by William Buck chief economist Besa Deda and Teaminvest’s Andrew Coleman...
Wealthy + Wi$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...
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 ...
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...
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...
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...
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...
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...
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...
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...