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
29 episodes
The Power of Dividends: How to Achieve 15–20% Returns with Patience & Quality
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 discipl...
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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—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...
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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
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 plan...
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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
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 yo...
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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
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...
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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
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 tru...
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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
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 d...
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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 adv...
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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
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 manag...
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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 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 compoun...
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Season 1
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Episode 18
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33:11
Are We in a Bubble? How to Spot, Survive & Profit from Market Manias
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...
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Season 1
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Episode 17
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42:01
Warren Buffett’s Timeless Investment Principles: Teaminvest’s Approach to Smarter Wealth
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 ...
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Season 1
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Episode 16
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37:07
Is Superannuation Broken? Hidden Risks and Real Solutions for Australian Investors
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 b...
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Season 1
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Episode 15
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30:15
How to Prepare for ASX Reporting Season: Lessons from Howard Coleman
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 appr...
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Season 1
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Episode 14
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28:59
Finding an Investment Philosophy That Works: Sanjee Narendran’s Story
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...
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Season 1
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Episode 13
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40:14
The Biggest Investing Mistakes (and How to Avoid Them)
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, ho...
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Season 1
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Episode 12
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43:39
Active vs Passive Investing: How to Choose the Right Strategy for Long-Term Wealth
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 an...
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Season 1
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Episode 11
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30:38
Diworsification: When Diversification Goes Too Far – Teaminvest Wealth Builders Podcast
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 Andre...
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Season 1
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Episode 10
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31:46
Wealth Winners® and Capital Killers™: Teaminvest’s Proven Process for Smarter Investing
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 ...
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Season 1
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Episode 9
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36:00
Teaminvest Wealth Builders Episode 8 - Division 296 tax and your Self Managed Super Fund
Understanding Division 296 Tax: What High Net Worth SMSF Investors Need to KnowDivision 296 tax is an additional 15% tax on earnings attributed to the portion of your superannuation balance over $3 million. On the surface, ...
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Season 1
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Episode 8
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16:02
Teaminvest Wealth Builders Episode 7 - Partner Mentality Vs Founder Mentality
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'...
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Season 1
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Episode 7
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30:43
Teaminvest Wealth Builders Episode 6 - Valuing Assets
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...
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Season 1
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Episode 6
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16:42
Teaminvest Wealth Builders Episode 5 - Beyond the Product
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...
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Season 1
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Episode 5
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26:06
Teaminvest Wealth Builders BONUS short Episode - What is a business moat and why do they matter?
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 m...
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Season 1
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Episode 5
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7:35