Mont Wealth - "Pizz-Spectives" - Investing & Wealth Creation Strategies

You Don't Need an SMSF.....You Need a Differentiated Investment Strategy!

Fri, 12 Jun 2026 00:53:50 +0000

Rob Pizzichetta of Mont Wealth examines the surge in self-managed super funds (SMSFs), noting nearly $8B moved from industry funds and 5% SMSF membership growth in 2025, driven mainly by a desire for investment control and recent tax incentives—especially for property inside super. He argues many Gen X and millennials don’t actually need an SMSF to access shares, ETFs, or tailored investing, and outlines the significant trustee workload, legal liability, compliance risks, and typical running costs (median ~$10k; average ~$19k annually), with cost-effectiveness often requiring $500k–$1m balances. He explains property-in-SMSF complexity (LRBAs, deposits, restrictions, caps, concentration risk) and positions Mont Wealth as offering differentiated strategies without SMSF governance burdens.

00:00 SMSF Boom Explained

01:14 Why Everyone Wants Control

02:36 Trustee Duties And Liability

04:01 Time And Money Costs

04:57 When SMSFs Make Sense

05:26 What Control Really Means

06:25 Mont Wealth Alternative

07:50 Property Inside Super Reality

09:02 Final Takeaways And Next Steps

10:00 Closing Disclaimers

Mont Wealth 10 Rules of Investing & Philosophy

Thu, 04 Jun 2026 22:15:23 +0000

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, shares Mont Wealth’s philosophy and 10 principles for building and preserving wealth long term, shaped by 25 years of client experience and a high-service, risk-adjusted portfolio focus. He explains the importance of starting with clear purpose, understanding what you own and why, and diversifying across assets, income streams, and investment vehicles. Rob emphasizes staying invested to benefit from compounding, recognizing behavioral biases, respecting market cycles without expecting perfect timing, and separating short-term noise from long-term strategy. He also discusses why panic can create the best opportunities, why returns should be measured in real (inflation-adjusted) terms, and how to balance resilience against vulnerability by evaluating risk relative to return.

00:00 Intro and Philosophy

01:05 Rule 1 Purpose First

02:00 Rule 2 Know Holdings

03:05 Rule 3 Diversify Three Ways

04:22 Rule 4 Let Compounding Work

05:33 Rule 5 Behavioral Biases

06:40 Rule 6 Respect Market Cycles

07:42 Rule 7 Ignore the Noise

08:40 Rule 8 Buy in Panic

10:15 Rule 9 Real Returns

11:17 Rule 10 Risk Adjusted Resilience

12:33 Summary and Next Steps

www.montwealth.com.au

Did Passive Investing Kill The Active Star? Hall of Famer David Pace on Why Low Cost Isn't What You Think It Is

Thu, 28 May 2026 22:15:20 +0000

Rob Pizzichetta, Founder of Mont Wealth, interviews David Pace, founder of Greencape (2006) and the first Melbourne inductee into the Funds Management Hall of Fame, about his career from KPMG to Merrill/BlackRock and the frustrations with bureaucracy that led him to build a boutique focused on investing, alignment, and culture, including outsourcing operations to Challenger and transparent profit sharing. Pace argues passive growth and benchmarking incentives (including APRA’s underperformance rule) drive risk aversion and large opportunity costs, making this a compelling time for quality active managers who can exploit widening gaps between price and fundamental value. He outlines what to look for in active managers (investment in research travel, performance fees, succession, and conviction), discusses the importance of strong investor relations, and reflects on Australia’s outlook and AI’s labor implications. He also shares his post-retirement activities in music, volunteering, and mentoring.

00:00 Hall of Fame Intro

01:22 Career Origins and KPMG

02:53 Why Greencape Started

04:39 Building Culture and Structure

08:10 Active Versus Passive Shift

12:38 Time Horizon and Performance Pressure

13:52 APRA Rules and Incentives

17:00 What Makes Great Active

19:47 Fees Inhouse and Marketing

22:03 Core Satellite Portfolios

23:02 Conviction Through Drawdowns

24:00 Investor Relations Matters

27:49 Shareholder Advocacy Role

29:15 Passive Versus Active Debate

30:31 Super Funds And MER Trap

33:33 Australia Outlook And AI

36:27 Passive Capital Misallocation

38:09 Bubbles And Valuation Hype

40:42 Life After Retirement

42:43 Final Thanks And Wrap

Australian House Price Downturn We Had to Have - RBA, Tax Policy & Wealth Effect

Thu, 21 May 2026 22:15:19 +0000

Paul Keating had the recession we had to have. Now, forty years later, are Australian homeowners staring down the housing correction we had to have?

In this episode of Pizz-Spective, we pull apart the data, the history and the economics behind Australia's cooling property market and ask whether what's coming is a manageable blip or something more consequential.

We start with Cotality's Chart of the Month, which maps every capital city housing downturn over the past four decades. Ten corrections. Ten different stories. And some striking patterns about what causes them, how deep they go, and how fast they recover.

Then we turn to RBA Assistant Governor Sarah Hunter, who this week put the housing market squarely in the central bank's sights, warning that three interest rate hikes in 2026, combined with the Albanese government's landmark negative gearing and capital gains tax changes, could compound in ways the property market hasn't seen before. With states potentially facing a $9 billion stamp duty shortfall, the ripple effects go well beyond Sydney auction clearance rates.

Finally, we dig into one of the most important and most under appreciated pieces of RBA research in recent years. When house prices fall, what actually happens to the economy? How does housing wealth compare to share market wealth in driving what Australians spend? And with 55.8 cents of every dollar of household wealth sitting in residential real estate, just how exposed is the Australian consumer to what happens next in the property market?

The answers, drawn from decades of data, might surprise you.

This episode draws on Cotality's May 2026 Monthly Housing Chart Pack, RBA research bulletin "Wealth and Consumption" by May, Nodari and Rees, and reporting on RBA Assistant Governor Sarah Hunter's comments at the Bloomberg investor forum, Sydney, May 2026.

Pizz-Spective is an independent economics and property commentary podcast. Nothing in this episode constitutes financial advice.

Climbing the Wall of Worry: Markets, Banks, and Where the Opportunities Are.

Thu, 14 May 2026 22:15:20 +0000

Bull markets don't climb in a straight line. They climb by grinding through fear and right now, there is plenty of it.

Middle East conflict. Energy price shocks. AI over-investment. A jobs apocalypse. Stretched valuations. A Federal budget that just rattled the banking sector. The wall of worry is high, and getting higher.

But here's what history tells us: the higher the wall, the greater the opportunity on the other side.

In this episode, we work through the wall brick by brick separating the genuine risks from the noise, and explaining how Mont Wealth portfolios are positioned to navigate both sides of this complex market environment.

We look at why global earnings continue to do the heavy lifting, what a weaker US dollar means for your international exposure, and why the AI opportunity is far broader and more durable than most investors currently appreciate.

We also tackle what happened in the Australian market this week head on. CBA's 10% single-day fall wasn't just a bad result it was a signal. A signal about bank valuations, slowing credit growth, and the structural risk quietly accumulating inside Australia's most widely held passive investment products. If your portfolio looks anything like the ASX index, this conversation matters.

And we close with the question that sits behind all of it not just what to own, but how to own it. Because in an environment of genuine dispersion and shifting policy, getting the structure right can be just as powerful as getting the asset allocation right.

This episode covers: Wall of worry · Recession dashboard · US stimulus · AI cycle · USD weakness · Global equities · Geographic rebalancing · CBA result · Budget impact · Passive fund concentration · Active management · Superannuation strategy

For general information only. Not financial advice. Speak to your Mont Wealth adviser before making investment decisions.

Australian Shares vs Global Shares. The Structural Headwinds You Can't Ignore!

Thu, 07 May 2026 22:15:21 +0000

Rob Pizzichetta (Founder of Mont Wealth) lays out an evidence-based case for being actively underweight Australian equities and overweight global, particularly US, equities. He argues the RBA is trapped between rising inflation (recently 3.6%, forecast to peak ~4.8%), weak growth (~1.3%), high household debt and variable-rate mortgages, with structural issues in productivity, housing supply (dwelling investment forecast cut to -1.1%), fiscal spending offsetting tightening, and risks of unanchored inflation expectations. Bank updates signal margin pressure, softer credit demand and rising arrears, while early corporate disappointments and likely downgrades collide with unattractive ASX valuation versus ~5% risk-free bond yields. In contrast, he highlights broadening US earnings strength, a Fed on hold, and a major AI capex cycle concentrated in US-listed companies, then recommends reducing AU equity exposure, increasing global/US exposure, and using income-generating assets for domestic allocation.

00:00 Big Picture Thesis

01:06 RBA Rate Squeeze

03:25 Structural Weak Spots

06:14 Banks Flash Warning

08:07 ASX Valuation Trap

09:17 Why US Looks Better

11:05 AI Capex Supercycle

12:35 Portfolio Moves

15:07 Final Takeaways

How to Invest in your Business to Maximize Your Exit - We Talk to The Expert, Michael Vincent from EP Advisor's

Thu, 30 Apr 2026 22:15:20 +0000

Rob Pizzichetta of Mont Wealth interviews Michael Vincent, Senior M&A Partner at EP Advisors, about what Australian business owners need to know before selling—often their biggest financial event. They discuss why many owners lack diversification, tax planning and clarity on buyer expectations, and note CGT concessions may apply for retirement (seek tax advice). Vincent explains common seller profiles (fatigued baby boomers vs growth-focused founders), active sectors (facilities management, essential services, infrastructure services, food, healthcare/NDIS), and key mistakes such as trying to sell after earnings peak. He outlines mid-market buyers (trade and private equity), deal types (platform vs bolt-ons), typical EV/EBITDA multiples (often 5–7, ranging ~3–10), how to position growth and clean financials to improve outcomes, options to sell a majority stake and stay for a “second bite,” and why using an advisor helps run competitive processes and structure deals.

00:00 Welcome and Guest Intro

00:11 Why Selling Matters

01:08 Seller Mindsets and Triggers

02:41 Boomer Industries in Play

03:46 Common Seller Mistakes

04:48 Mid Market Buyers Explained

06:58 Multiples and Valuations

08:30 Boosting Your Multiple

10:18 Hot Sectors and Fragmentation

11:35 Partial Exit Second Bite

13:16 Getting Ready to Sell

14:16 DIY Sale vs Advisor

15:22 Timing the Sale Process

16:14 Contact and Wrap Up

1% p.a. Lower Returns Will Cost You $600,000! Here's What To Do About It.

Thu, 23 Apr 2026 22:15:23 +0000

Rob Pizzichetta, founder of Mont Wealth, argues that investing is entering a new structural regime after 10–15 years of tailwinds from falling rates, low inflation, expanding valuations, and central bank liquidity, meaning returns are likely lower, inflation more persistent, and diversification harder as assets move more together. Drawing on Chris Joye’s framework, he highlights risks including AI-driven capital spending being inflationary, core US inflation staying above target, asset prices not pricing rate-hike risk, and a possible synchronized global hiking cycle; in Australia, he cites inflation driven by government spending and immigration, per-capita recession conditions, and a potential RBA cash rate drifting toward 5–6%. He illustrates how a 1% return shortfall can cost a 40-year-old about $607,000 in super over 25 years, critiques passive index concentration, and outlines Mont Wealth’s strategic growth portfolio across shares (39%), bonds/cash (20%), alternatives (25%), and real assets (15%) with active, dynamic allocation.

00:00 Power of One Percent

00:54 New Market Regime

01:39 Tailwinds Are Over

03:06 Chris Joye Warning

04:22 Australia Rate Shock

05:09 Compounding Retirement Gap

06:37 Passive Index Risks

08:00 Choose Discipline Now

09:18 Mont Wealth Portfolio Pillars

11:07 Next Decade Take Ownership

12:02 Final Thoughts and Signup

Global Small Caps for Intergenerational Wealth - Vestigo on Macro, Risk & Discovery Investing

Thu, 16 Apr 2026 22:15:20 +0000

Global Small & Mid-Caps for Intergenerational Wealth | Gino Rossi (Vestigo) on Macro, Risk & Discovery Investing

Rob Pizzichetta of Mont Wealth hosts Gino Rossi, founder and portfolio manager of Vestigo Investments and architect of the Vestigo Discovery Fund, to discuss today’s market environment and Vestigo’s global small- and mid-cap strategy designed for intergenerational wealth and sophisticated family offices.

Rossi outlines his background across buy-side, sell-side, and corporate strategy, and explains Vestigo’s “Discovery” focus on under-covered, liquid small caps. They review macro signals including CEO economic confidence, copper, cyclicals vs defensives, put/call ratios, and credit spreads, noting strong markets amid consumer pessimism and potential complacency risks.

Rossi details Vestigo’s V6 framework (industry structure, returns/cash flow, balance sheet optionality, management tenure, ownership, runway), systematic portfolio construction, and a hedging process tied to yield curve and sentiment, plus examples like Rambus and Sectra.

00:00 Welcome and Agenda

01:10 Gino Origin Story

03:42 Macro Signals and Tariffs

08:49 Complacency and Credit Risks

11:45 Why Active Management

13:04 V6 Stock Selection Framework

18:43 Portfolio System and Sizing

21:40 Performance and All Weather Design

24:01 Undiscovered Value Opportunities

26:57 Hedging Framework and Key Risks

29:30 Who Vestigo Is For

30:42 How to Learn More and Wrap Up

8–10% Income from Australian Shares? Inside the Atlas Equity Income Strategy with PM Phil Cornet

Thu, 12 Mar 2026 21:30:24 +0000

In this episode of Pizz-Spectives, Mont Wealth founder Rob Pizzichetta sits down with Phil Cornet, Portfolio Manager of the Atlas Equity Income Fund, to discuss the evolving macroeconomic landscape and how investors can generate reliable income from Australian equities.

Phil shares insights from over 25 years in financial markets, including his experience through the Lehman Brothers collapse, the tech bubble, and today’s environment shaped by AI hype, rising inflation and the rapid growth of private credit markets.

The conversation explores why stock dispersion and volatility are rising, how the “buy the dip” mentality is shaping markets, and why income-focused strategies may provide greater stability for retirees and SMSF investors.

Phil also explains the Atlas buy-write strategy, how the fund targets 8–10% income per year, and why the Australian share market remains one of the best markets globally for dividend and franking income.

Topics covered include:

• Macro similarities between today’s market and past bubbles

• Risks building in private credit and shadow banking

• Why stock dispersion is at record levels

• How option strategies can enhance equity income

• The outlook for Australian equities and dividend investing

⚠️ Disclaimer: This podcast contains general advice only and does not take into account your personal financial circumstances.

The Footy Coach’s Guide to Investing: Picking a Premiership Portfolio

Thu, 05 Mar 2026 21:15:18 +0000

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, explores one of the most important disciplines in investing — asset allocation and portfolio construction — through a lens every Australian understands: football team selection.

Just like a premiership winning team, investment portfolios require the right balance of defence, midfield and attack. Too many forwards (growth assets) can create volatility. Too many defenders (cash and bonds) may limit returns. The key is selecting the right players for the conditions and constantly reviewing their form, role and contribution.

Rob walks through the latest portfolio team sheet, reviewing how key asset classes have performed over the past six months and whether they deserve to keep their position or rotate.

In this episode you’ll hear insights on:

• Why gold, bonds and cash continue to anchor portfolio defence in volatile markets

• The role of dividend income, value equities and infrastructure as the portfolio’s midfield engine

• Whether global growth stocks and AI leaders need a rest after their strong run

• Why small caps and emerging markets could be the next rising stars

• The structural tailwinds supporting infrastructure and real assets

• How professional asset allocation uses dynamic tilting and rebalancing to manage risk

Rob explains how professional investors assess economic regimes, liquidity conditions and valuation signals to decide where portfolios should tilt next.

For investors, advisers and anyone interested in markets, this episode provides a practical framework for thinking about portfolio construction, diversification and risk management in a constantly changing global economy.

If you want to build a portfolio capable of performing in both economic headwinds and tailwinds, this episode will give you the playbook.

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Mont Wealth

Pizz-Spectives

Property Outlook 2026: Talking Rates, CGT Discounts & Where The Smart Money Is Buying.

Thu, 26 Feb 2026 21:15:22 +0000

In this episode of Pizz-Spectives, Rob Pizzichetta (Founder of Mont Wealth) sits down with three leading property experts to unpack what’s really happening across Melbourne and the Mornington Peninsula:

Jane Skinner – Sales Consultant & Auctioneer, Walshe and Whitelock (Brunswick & Inner North) Jane@walshewhitelock.com.au

John Morello – Director & Chief Auctioneer, Jellis Craig (Inner North West Melbourne) johnmorello@jelliscraig.com.au

Adam Vocale – Director, Vocale Property Group (Mornington Peninsula) adamvocale@jelliscraig.com.au

Since our last discussion in August 2025, the landscape has shifted:

The Reserve Bank of Australia surprised markets with a February rate hike.

Melbourne listings are up nearly 10% year-on-year.

Investors are exiting amid compliance pressures and land tax burdens.

Proposed changes to the CGT discount (50% → 25%) are stirring debate.

National prices rose 9.4% but Melbourne lagged at 5.4%.

So what does it all mean?

We unpack:

The 70–80% dominance of owner-occupiers over investors

Where yields actually stack up in Brunswick and Moonee Valley

Why the Peninsula is in a “holding pattern” but may offer long-term value

Whether CGT reform will genuinely impact prices (or just sentiment)

Why a 10-year lens may reveal opportunity where others see risk

From $800k townhouses in the inner north to $1.5m beach homes generating $140k in short-stay income, this episode explores the micro-drivers shaping Victoria’s property market in 2026.

If you're a buyer, investor, upgrader or simply property curious this is essential listening.

** General Advice Only **

The Misunderstood Super Benefit: Indexation & Tax‑Free Retirement Income

Thu, 19 Feb 2026 21:30:23 +0000

Rob Pizzichetta, founder of Mont Wealth, discusses how growing superannuation can help people in their 40s and 50s who feel squeezed by inflation, rising costs, and limited surplus cash flow. He outlines a changing post‑2020 economic landscape (higher inflation, higher rates for longer, slower growth, higher debt, reshoring, and more expensive energy) and argues asset allocation must evolve, describing Mont Wealth’s portfolio objectives, multi‑asset approach, and positioning across growth assets, real assets, alternatives, bonds, and floating rate credit. He then explains key super contribution rules and caps (concessional $30,000, non‑concessional $120,000, bring‑forward $360,000, carry‑forward for balances under $500,000, and downsizer contributions with conditions) and highlights the “misunderstood” benefit of super: indexation of the transfer balance cap and its impact on future tax‑free account‑based pension income. Using the $2.1m transfer balance cap (from July 2026) and a 5% income rule of thumb, he shows how indexation at 2.5%–3% over 20 years could increase the future tax‑free pension balance and potentially support about $150,000 per person (and $300,000 per couple) in tax‑free retirement income. He also notes indexation implications for the proposed $3m balance tax on unrealised gains, and concludes by encouraging maximising returns and contributions where possible, while reiterating the general advice disclaimer.

00:00 Welcome + What This Episode Covers: The Superannuation Growth ‘Misunderstood Benefit’

00:13 General Advice Disclaimer + How to Get Help

00:37 The ‘Financial Treadmill’: Cost of Living, Inflation, and No Surplus Cash Flow

01:34 Changing Markets: Risk/Reward, AI Hype, and Volatility

02:24 From 1980–2020 Tailwinds to Today’s Inflation Regime (Higher for Longer)

04:47 How Mont Wealth Positions Portfolios: Multi-Asset, Inflation Protection, Bonds

06:43 Super Contribution Rules & Caps (Concessional, Non-Concessional, Carry-Forward, Downsizer)

08:15 The Key Concept: Transfer Balance Cap + Indexation = More Tax-Free Income

08:53 Worked Example: Inflation-Indexed Cap → $150k p.a. Tax-Free (and $300k as a Couple)

09:53 Extra Angle: $3m Tax Proposal, Realised Gains, and Why Bigger Balances Matter

11:47 Drawdown Scenarios: How Your Balance Can Hold Up (or Grow) in Retirement

12:26 Wrap-Up: Maximise Returns, Contributions, and Get Personal Advice

Why Australians Are Leaving Industry Super Funds

Thu, 12 Feb 2026 21:00:21 +0000

Why Australians Are Leaving Industry Super Funds

In this episode of Pizz- Spectives, Rob Pizzichetta, founder of Mont Wealth, discusses the significant shift in Australian financial services as members leave large industry super funds for advice platforms, retail solutions, and SMSFs. Discover the underlying reasons for this migration, its scale, and the implications for retirement planning. Learn about the importance of personalized financial advice in managing larger balances and longer retirements, and why advice demand is surging as the superannuation system matures. Rob dives into the complexities of retirement risk management, income sustainability, and strategic asset allocation, making it clear that retirement planning is a different discipline compared to accumulation.

00:00 Introduction to the Shift in Australian Financial Services

01:12 The Scale of Movement in Super Funds

02:29 Demographic Changes and Their Impact

03:10 The Difference Between Accumulation and Retirement

04:57 The Growing Demand for Financial Advice

06:25 The Importance of Personalized Retirement Strategies

08:23 Conclusion: Preparing for a Secure Retirement

The Next Decade Will Be Different - We Talk Investment & Wealth Creation Strategies with Anthony Doyle Chief Investment Strategist Pinnacle

Fri, 06 Feb 2026 00:04:07 +0000

In this insightful episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, teams up with Anthony Doyle, Chief Investment Strategist at Pinnacle Investment, to delve into the evolving landscape of global investment and financial planning. With 24 years of experience across major financial centers, Anthony shares deep expertise on economic growth, inflation trends, government fiscal policies, and liquidity, offering valuable financial advice to help listeners align their wealth goals with the changing market environment.

Together, they explore how emerging trends such as AI’s impact on inflation and the rise of global populism are reshaping investment strategies and asset allocation decisions for the next decade. This episode is essential for anyone seeking to navigate the complexities of wealth management and optimize their portfolio to meet long-term financial objectives in a rapidly shifting economic environment.

00:00 Introduction and Guest Welcome

00:22 Anthony Doyle's Career Journey

05:30 Global Economic Overview

12:51 Inflation and Monetary Policy

19:27 Government Spending and Fiscal Policy

31:51 Liquidity and Market Positioning

36:27 Investment Strategies and Asset Allocation

43:31 Conclusion and Final Thoughts

Double-Digit Returns in 2026 from Aust Shares! We Talk to Reece Birtles from Clearbridge

Thu, 29 Jan 2026 22:00:21 +0000

In this episode of Pizz-Spectives, Rob Pizzichetta, Founder of Mont Wealth, is joined by Reece Birtles, Head of Australian Equities at ClearBridge Investments, to unpack why Australian equities are entering a powerful opportunity set in 2026.

The discussion revisits last year’s call on valuation dispersion between growth and value, reviews ClearBridge’s strong relative performance, and explores what has played out as expected—and what has surprised. Reece shares insights on earnings breadth, bank valuations, resource sector dynamics, and why active management is increasingly critical in a concentrated market.

The conversation also covers dividend sustainability, AI’s real-economy impact, risks around geopolitics and policy, and where ClearBridge sees its highest-conviction opportunities for the next 12 months.

This episode is essential viewing for investors seeking double-digit return potential through active Australian equity management.

General advice only. Seek personal financial advice before acting.

https://www.clearbridgeinvestments.com.au/investment-strategies/australian-equity-strategies/australian-equity-income/australian-equity-income-strategy/

The 2026 Investment Outlook: Navigating Macro Shifts, Asset Allocation and Risk

Thu, 18 Dec 2025 22:00:21 +0000

In this episode of the Pizz-Spectives Podcast, host Rob Pizzichetta, founder of Mont Wealth, is joined by the investment committee members Jay Kumar from Foresight Analytics and Vessela Tasker from Greenwood and Co. The discussion covers an extensive review of Mont Wealth's portfolio performances, which have surpassed objectives over the last year. They delve into the anticipated economic and market conditions for 2026, discussing everything from interest rate cuts by the Fed to geopolitical risks and the global financial environment. The episode explores the potential impacts of AI on the markets, emerging market growth, and strategic asset allocation. The committee also highlights the importance of active management in light of the coming year’s economic divergence, and their plans to navigate the complexities of global investment landscapes. Don’t miss the insightful analysis and future outlooks on strategic asset management.

00:00 Introduction and Disclaimers

00:46 Performance Summary and Market Overview

01:54 Global Economic Insights

05:58 Investment Strategies and Portfolio Positioning

15:27 Key Risks and Future Outlook

17:11 Closing Remarks and Thank Yous

Market Insights with Phil Strano: 2026 Economic Outlook and Fixed Income Strategies

Thu, 04 Dec 2025 22:22:24 +0000

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, chats with Phil Strano, Head of Credit Research and Portfolio Manager at Yarra Capital. They discuss market outlooks for 2026, Yarra Capital's fixed income strategies, and general investment advice. Key topics include growth resumption, interest rate predictions, the impact of AI and technological investment on markets, and credit allocation strategies. Phil emphasizes the importance of forward-looking investment and managing risk appropriately. Don't miss this in-depth discussion on navigating the economic landscape and the nuanced strategies behind Yarra Capital's higher income fund.

00:00 Introduction and Welcome

00:56 General Advice Disclaimer

01:09 Overview of Yarra Capital and Fixed Income Team

02:10 Macro Economic Outlook

02:52 Monetary Policy and Interest Rates

04:02 Impact of Global Markets on Australia

06:35 Investment Strategies and AI

08:36 Credit Ratings and Risk Management

10:34 Current Investment Opportunities

16:51 Concerns and Risks in the Market

19:26 Fund Performance and Volatility

21:01 Conclusion and Wrap-Up

21:19 Legal Disclaimers and Notices

00:00 Market Insights with Phil Strano: 2026 Economic Outlook and Fixed Income Strategies

Northcape’s #1 Place To Invest In Emerging Markets And The Process Behind It

Fri, 28 Nov 2025 00:52:31 +0000

Northcape’s #1 Place To Invest In Emerging Markets And The Process Behind It

In this episode of Pizz-Spectives, host Rob Pizzichetta, founder of Mont Wealth, delves deep into the realm of emerging markets with Patrick Russell, Portfolio Manager at Northcape Capital. They discuss Northcape's history, investment philosophy, and the allure of emerging markets. Patrick shares his personal journey and passion for emerging markets, the importance of sovereign risk assessment, and the criteria for selecting top companies. The conversation also covers current market dynamics, industry consolidations, and tailwinds for the future. If you’re interested in understanding emerging markets through the lens of seasoned experts, this episode is a must-watch!

00:00 Introduction and General Advice Disclaimer

00:35 Northcape Capital: Background and Philosophy

02:09 Patrick Russell's Journey into Emerging Markets

05:07 Understanding Emerging Markets and Sovereign Risk

08:40 Investment Strategies and Valuation in Emerging Markets

17:21 Industry Consolidation and Market Opportunities

29:13 Preferred Sovereigns and Future Outlook

34:30 Conclusion and Final Thoughts

Why Aussie Small Caps Are Set to Outperform Large Caps With Maple-Brown Abbott Co-Portfolio Manager Phillip Hudak

Fri, 21 Nov 2025 00:20:53 +0000

Join Rob Pizzichetta, founder of Mont Wealth, in this edition of Pizz-Spectives as he discusses the Australian small cap market with Phillip Hudak, co-portfolio manager at Maple Brown Abbott. They touch on economic cycles, global influences, market trends, and the evolving landscape of small cap investments. Key topics include the impacts of interest rate changes, geopolitical shifts, and fiscal dynamics on small caps, as well as strategies for finding growth opportunities in this sector. Learn about Maple Brown Abbott's investment philosophy and their optimistic outlook for the future of Australian small caps.

00:00 Introduction and Disclaimer

00:44 Current Economic and Financial Cycle

01:22 Impact of Global Changes on Markets

04:32 Australian Small Caps Performance

09:40 Investment Strategies and Opportunities

14:48 Outlook for Small Caps and Fund Strategy

27:59 Conclusion and Contact Information

Rob Pizzichetta | BBus MFinPlan

Founder | Chair Investment Committee | Wealth Advisor

Mobile: 0419 514 278

Email: rob@montwealth.com.au

Authorised Representative: 1267301

Mont Wealth Advisors Pty Ltd

Address: Level 22, 8 Exhibition Street, Melbourne 3001

Website: www.montwealth.com.au

Private Assets: Hamilton Lane’s Exec. Co-Chairman Mario Giannini on Governance, Growth & Cockroaches in Credit

Fri, 14 Nov 2025 20:05:25 +0000

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, engages in a comprehensive conversation with Mario Giannini, Executive Co-Chairman of Hamilton Lane. They explore the evolution of private equity and private markets, with insights about the shift from why to how much in private equity investing, the transformation from high-leverage buyouts to growth-centric strategies, and the implications of staying private for longer. Mario shares his perspective on evergreen vs. closed-end funds, the dynamics of AI and its valuation, and the current state of private credit. Essential viewing for anyone interested in the intricate workings and future trends of private markets.

00:00 Introduction and Guest Welcome

00:53 Mario Giannini's Journey to Hamilton Lane

02:09 Evolution of Private Equity

04:00 Private vs Public Markets

08:57 Hamilton Lane's Competitive Edge

10:45 Understanding Secondaries in Private Equity

12:32 Private Equity in Australia

15:34 Evergreen vs Closed-End Funds

18:22 Liquidity in Evergreen Funds

19:26 Explaining Evergreen Funds to Investors

20:05 Institutional Comfort with Private Equity

20:40 Current Market Pricing and AI Investments

26:09 Portfolio Construction and AI Exposure

29:51 Private Credit vs. Banks

33:55 Concerns in AI and Market Speculations

35:00 Personal Interests and Closing Remarks

https://www.hamiltonlane.com/en-us

Rob Pizzichetta | BBus MFinPlan

Founder | Chair Investment Committee | Wealth Advisor

Mobile: 0419 514 278

Email: rob@montwealth.com.au

Authorised Representative: 1267301

Mont Wealth Advisors Pty Ltd

Address: Level 22, 8 Exhibition Street, Melbourne 3001

Website: www.montwealth.com.au

ABN 84 640 452 115 | AFSL 534358

AI & Stablecoins: The Future of Banking

Thu, 06 Nov 2025 22:00:14 +0000

Join Rob Pizzichetta, founder of Mont Wealth, as he delves into how artificial intelligence and digital money, particularly stablecoins, are rapidly transforming commerce across Asia and Australia. Discover key insights from Stripe's Future of Commerce conference, the impact of AI on business operations, and how stablecoins are revolutionizing global payments. Explore the rise of embedded finance, vertical SaaS platforms, and the shifting financial landscape that is set to redefine competitiveness and opportunity in the next decade. Whether you're an investor, a business owner, or just curious about the future, this episode provides a comprehensive overview of the evolving digital economy. Don't miss out—watch now and stay ahead of the curve!

00:00 Introduction to the Future of Commerce

00:41 Global Growth and Asia's Innovation Edge

01:30 Australia's Digital Economy and Stripe's Impact

02:06 AI Revolutionizing Finance

03:39 The Rise of Stable Coins

04:57 Fintechs and Embedded Finance

06:42 Modern Treasury Management

08:09 AI and Smart Checkout Systems

09:12 Conclusion: The New Financial Internet

**General Advice Only**

Bitcoin, ETFs & the Future of Money — VanEck’s Jamie Hannah on the Next Investment Frontier

Thu, 30 Oct 2025 22:00:23 +0000

In this Pizz-Spectives episode, Rob speaks with Jamie Hannah (VanEck) about the journey from traditional assets to digital assets—what changed since 2017–2019, why regulation and institutional talent matter, and how Bitcoin (and VBTC) can function as a diversifier within an alternatives sleeve. We cover blockchain mechanics, custody (cold storage), fees vs buying direct, stablecoins/tokenisation, and a realistic take on risks, volatility and portfolio sizing (think ~1%). Plus: when does crypto become truly mainstream?

General Advice Only. This is not personal advice. Always consider your objectives and read the PDS/IM.

Guest: Jamie Hannah, VanEck | Learn more: vaneck.com.au

Inside the Investment Committee: Bonds Are Back, Gold and AI Drives the Narrative

Thu, 23 Oct 2025 22:00:20 +0000

(General advice disclaimer: This is general in nature and does not consider your personal circumstances. Please seek professional advice before acting on any information.)

Join Rob Pizzichetta, founder of Mont Wealth, in this edition of Pizz-Spectives as he delves into the key takeaways from the October investment committee meeting. Discover detailed discussions on the latest performances of various portfolios, the evolving landscape of global and US labor markets, and the implications of recent trends in gold and bond markets. Rob also explores potential future scenarios for the economy, driven by AI growth, inflation trajectories, and geopolitical risks. Remember, all advice is general in nature. Subscribe for more insights and updates.

00:00 Introduction and Overview

00:58 September Performance Review

02:52 Global Market Trends and Scenarios

05:03 RBA and Federal Reserve Insights

10:11 US Labor Market Analysis

11:08 AI and Its Economic Impact

12:09 Trade Tensions and Fiscal Policies

13:23 Portfolio Positioning and Strategy

17:25 Conclusion and Future Outlook

https://www.yieldreport.com.au/

📩 For tailored financial advice, contact Mont Wealth Advisors — details below.

(General advice disclaimer: This is general in nature and does not consider your personal circumstances. Please seek professional advice before acting on any information.)

Rob Pizzichetta | BBus MFinPlan

Founder | Chair Investment Committee | Wealth Advisor

Email: rob@montwealth.com.au

Authorised Representative: 1267301

Mont Wealth Advisors Pty Ltd

Address: Level 22, 8 Exhibition Street, Melbourne 3001

Website: www.montwealth.com.au

How to Build $6 Million in Super & $300k Tax-Free Income — Why Super Still Wins After the New Tax

Thu, 16 Oct 2025 22:00:24 +0000

📍 Welcome to another edition of Pizz-Spectives!

I’m Rob Pizzichetta, founder of Mont Wealth Advisors, and today we’re diving deep into the revised $3 million superannuation tax and why — despite all the noise — super remains the most powerful wealth-building and tax-effective retirement structure in Australia.

We’ll break down:

✅ The new $3 million and $10 million tax tiers — and what’s changed.

✅ How indexation protects your wealth from bracket creep.

✅ How a couple can build $6 million in total super and enjoy $300,000 of tax-free annual income in retirement.

✅ Why smart structuring and consistent contributions are key to financial freedom.

📈 Watch on YouTube for charts and scenarios: https://youtube.com/@montwealthadvisors8033?si=e80ZNwJSNZe7fxFp

📩 For tailored financial advice, contact Mont Wealth Advisors — details below.

(General advice disclaimer: This is general in nature and does not consider your personal circumstances. Please seek professional advice before acting on any information.)

Rob Pizzichetta | BBus MFinPlan

Founder | Chair Investment Committee | Wealth Advisor

Email: rob@montwealth.com.au

Authorised Representative: 1267301

Mont Wealth Advisors Pty Ltd

Address: Level 22, 8 Exhibition Street, Melbourne 3001

Website: www.montwealth.com.au

Will You Have Enough Money in Retirement? We Talk Longevity & Income Risks

Fri, 10 Oct 2025 21:39:24 +0000

Welcome to another edition of Pizz-Spectives, hosted by Rob Pizzichetta, founder of Mont Wealth. In this episode, we dive deep into the topic of income in retirement. Rob is joined by Wilson O'Fee, Senior Business Development Manager at Challenger, to discuss strategies for retirees to support their income needs. The discussion covers superannuation, the aging population, and the evolving landscape of retirement income. Wilson provides insights into the importance of lifetime income streams, structural changes, and the need for balanced retirement portfolios. Real-life case studies and examples are shared to illustrate how Challenger's lifetime annuity products can complement other retirement income sources, ensuring financial stability and long-term security for retirees. Tune in to learn more about how to effectively plan and prepare for a comfortable retirement.

00:00 Introduction to Pizz-Spectives

00:23 Guest Introduction and General Advice Disclaimer

00:49 Market Overview and Retirement Income Landscape

01:34 Changes in Retirement Income Strategies

03:00 Structural Shifts and Government Focus

07:59 Understanding Lifetime Income Streams

09:45 Risks in Retirement

12:29 Retiree Priorities and Research Insights

14:21 Portfolio Structuring and Case Studies

22:22 Summary and Additional Resources

challenger.com.au

Fewer Investment Advisers, But 42% Performance Advantage for Those Who Get It!

Thu, 02 Oct 2025 23:00:20 +0000

Join Rob Pizzichetta, founder of Mont Wealth, in this edition of Pizz-Spectives as he breaks down how financial advisors can help achieve a 42% higher balance over a decade for those seeking advice. Drawing insights from the Australian Financial Advice Landscape 2025, Rob covers the structure of the advisor market, demographic shifts, consumer priorities, and the critical value that advisors add to client performance and satisfaction. Key points include the growth in demand for advisor services, intergenerational wealth transfer, and the impact of strategic asset allocation. Gain a comprehensive understanding of why receiving professional financial advice is crucial, especially as the population ages.

00:00 Introduction to Pizz-Spectives

00:03 The Importance of Financial Advice

00:57 Overview of the Australian Financial Advice Market

01:25 Demographics and Financial Advice

02:45 Consumer Priorities and Wealth Transfer

03:38 Investment Trends and Asset Allocation

05:31 Growing Demand for Financial Advisors

08:01 Advisor Strategies for Better Returns

09:16 The Value of Financial Advice

10:38 Conclusion and Final Thoughts

https://www.adviserratings.com.au/news/2025-australian-financial-advice-landscape-report/

Master Your Super: How It Works, What to Do & When to Do It

Fri, 26 Sep 2025 00:16:01 +0000

In this edition of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, demystifies superannuation and provides invaluable insights on becoming confident and strategic with your retirement savings. Rob covers essential topics including different super vehicles (retail industry and SMSFs), tax advantages, contribution rules, and smart transition-to-retirement tactics. Learn about myths, important facts, and the rules that can help you make the most of your super. Remember, this is general information, and it’s crucial to seek personal financial advice. Tune in to elevate your understanding of superannuation and plan your retirement effectively!

00:00 Introduction to Superannuation

00:46 Understanding Superannuation Basics

01:19 Debunking Superannuation Myths

02:26 Choosing the Right Superannuation Vehicle

04:49 Contribution Rules and Strategies

08:22 Transition to Retirement Strategies

11:05 Life Stage Superannuation Strategies

16:44 Conclusion and Final Advice

From Startups to Unicorns: Exploring Australian VC with Ben Grabiner

Thu, 18 Sep 2025 23:00:21 +0000

Join Rob Pizzichetta, founder of Mont Wealth, as he sits down with Ben Grabiner, co-founder and partner of Side Stage Ventures, to discuss the world of early-stage venture capital. In this episode, Ben shares his journey from the UK to Australia, his experiences in venture capital, and the founding of Side Stage Ventures. They discuss the differences between venture capital and traditional investments, the unique venture capital landscape in Australia, and the traits they look for in founders. Ben also shares success stories and offers insights into the support Side Stage Ventures provides to the startups they back. Tune in to gain valuable perspectives on early-stage investing and the potential of the Australian tech ecosystem.

00:00 Introduction and Disclaimer

00:30 Ben Grabiner's Background and Side Stage Ventures

02:20 Understanding Venture Capital

04:09 Investment Stages and Strategies

05:22 Traits of Successful Founders

06:46 The Australian VC Market

10:26 Success Stories and Portfolio Highlights

14:18 Supporting Founders and Investors

17:04 Conclusion and Contact Information

https://www.sidestage.vc/

linkedin.com/in/bengrabiner

When to Be Aggressive or Balanced - Navigating Market Cycles

Fri, 12 Sep 2025 22:00:21 +0000

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, explores the dynamics of balancing aggressive and conservative investment strategies based on market cycles. The video dissects market conditions, historical patterns, and predicts the potential impact of future interest rate cuts by central banks on various asset classes.

Rob emphasizes the importance of diversified portfolios, particularly the 60/40 investment strategy, during periods of market volatility and negative equity risk premium.

The discussion includes a comprehensive analysis of past economic periods, current market evaluations and how to position portfolios for optimal performance in the coming financial climate.

00:00 Introduction and Disclaimer

00:33 Current Market Overview

00:55 Interest Rates and Market Cycles

02:22 Equity Valuations and Risk Premium

05:18 Historical Market Inversions

15:45 Portfolio Strategies and Recommendations

20:08 Conclusion and Contact Information

www.montwealth.com.au

Why AI’s Growth Story Is Real — And Only Getting Started. We talk to Jonon Knight from Hyperion

Thu, 04 Sep 2025 23:00:19 +0000

In this episode of Pizz-Spectives, Rob Pizzichetta (Founder, Mont Wealth) sits down with Jolon Knight, Portfolio Manager at Hyperion Asset Management, to unpack one of the most important themes shaping markets today — artificial intelligence (AI) and the global growth opportunity.

Hyperion has built a reputation for finding the world’s elite businesses — the top 1% of companies able to sustain strong returns and earnings growth through cycles. In this conversation, Jolon explains:

✅ Why AI is not another dot-com bubble, but backed by real earnings and adoption.

✅ How Hyperion is positioning around Microsoft, Nvidia, ARM, Palantir, Tesla, Spotify and more.

✅ The investment case for AI across the entire value stack — from chipmakers to cloud to edge devices.

✅ Why portfolio earnings growth remains above 20% per annum, with optional upside from AI.

✅ Key risks investors should watch, and how Hyperion uses volatility to refresh the portfolio.

Whether you’re an investor curious about AI, or looking for insight into Hyperion’s long-term philosophy, this discussion provides a clear view into the future of growth investing.

📌 General advice disclaimer: The content in this episode is general in nature and does not take into account your personal circumstances. Please seek advice before acting on any investment decisions.

Are Cracks Starting to Emerge in the Global Economy?

Thu, 21 Aug 2025 23:00:20 +0000

Join Rob Pizzichetta, founder of Mont Wealth, in this edition of Pizz-Spectives as the investment committee discusses current market trends and insights. Strategist Shane Lee provides analysis on potential cracks in the global economy, implications of the Australian reporting season, and a summary of US economic conditions. The conversation explores the impact of money supply on risk assets, the role of central banks, and asset allocation strategies amidst economic uncertainties. Key topics include earnings growth predictions, market resilience, and the economic outlook for China and emerging markets. Remember, all advice provided is general and consult a financial advisor before acting on any information discussed.

00:00 Introduction to Pizz-Spectives

00:55 Global Economic Cracks: Are They Showing?

01:52 Inflation and Central Bank Policies

03:35 US and Australian Market Insights

08:28 Impact of Interest Rates on Markets

10:01 Money Supply and Risk Assets

16:35 China's Economic Outlook

19:25 India and Emerging Markets

20:47 Conclusion and Final Thoughts

What’s Next for Melbourne & Mornington Peninsula Property? We Ask The Experts

Fri, 15 Aug 2025 22:00:22 +0000

In this episode of Pizz-Spectives, Rob Pizzichetta from Mont Wealth is joined by real estate professionals Jane Skinner, Adam Vocale, and John Morello to discuss the current trends and insights within the property market. Jane shares her experiences in Sydney Road, Brunswick's competitive real estate landscape, including the impact of the Vic Home Buying Scheme on first home buyers. Adam provides an in-depth look at demand patterns in the Mornington Peninsula, especially among transitional buyers and first home owners, while John discusses the nuances of the northwest Melbourne market, focusing on properties in North Melbourne, West Melbourne, Kensington, Essendon, and surrounding areas. The conversation covers important topics like market demand, property pricing, investment trends, and the challenges posed by land tax and maintenance costs for landlords. Tune in to get valuable tips and stay updated on the real estate market dynamics!

00:00 Introduction and General Advice Disclaimer

00:12 Jane Skinner's Market Insights

05:07 Adam Vocale on Mornington Peninsula Market

07:19 John Morello on Northwest Melbourne Market

24:09 Landlord Challenges and Market Trends

28:56 Conclusion and Contact Information

John Morello — Director & Auctioneer, Jellis Craig (Inner North/Inner NW)

P: 9379 2000 | M: 0412 088 757

JohnMorello@jelliscraig.com.au

Adam Vocale — Partner & Licensed Estate Agent, Jellis Craig Sorrento & Rye (Southern Peninsula)

P: 5984 0999 | M: 0418 113 070

AdamVocale@jelliscraig.com.au

Jane Skinner — Sales & Auctioneer, Licensed Estate Agent, Walshe & Whitelock (Brunswick/Coburg/Pascoe Vale)

M: 0438 530 080 | T: 9384 1400

Jane@walshewhitelock.com.au

walshewhitelock.com.au

Finalists for the IMAP Boutique Managed Account Awards: What is a Managed Account & Benefits

Thu, 07 Aug 2025 23:00:20 +0000

Welcome to Pizz-Spectives | Managed Accounts Explained + Exciting Award News!

In this episode of Pizz-Spectives, Rob Pizzichetta, Founder of Mont Wealth, shares some exciting news—Mont Wealth has been named a finalist for the 2025 IMAP Boutique Licensee of the Year! 🎉

But what exactly is a managed account—and how can it benefit both investors and financial advisers?

In this deep-dive video, Rob explains:

✅ What a managed account is

✅ How it differs from traditional managed funds

✅ The structure and players involved (Investor, Adviser, Portfolio Manager, Platform Provider)

✅ Key benefits like transparency, tax efficiency, and real-time execution

✅ Mont Wealth’s Strategic Growth and Income portfolios

✅ How managed accounts support personalised, goals-based investing

✅ Adviser advantages including efficiency, fairness, and scalability

🔎 Learn how Mont Wealth’s wholesale MDA on the HUB24 platform combines institutional-grade discipline with personalised advice.

We also walk through how Mont Wealth’s investment philosophy—backed by research from Greenwood & Co. and Foresight Analytics—delivers risk-adjusted returns across cycles.

🎯 Whether you're an accumulator seeking long-term growth or a retiree seeking stable income, this video will help you understand how managed accounts can be tailored to meet your financial goals.

👇 Want to know more or explore how managed accounts fit into your financial strategy?

📧 Contact Rob directly: rob@montwealth.com.au

🌐 Visit: www.montwealth.com.au

🔔 Don't forget to like, subscribe, and turn on notifications for more insights on strategic investing, portfolio construction, and economic outlooks from the Mont Wealth team.

🎉 Wish us luck at the awards on August 21st—and thank you for your ongoing support!

#MontWealth #ManagedAccounts #InvestmentStrategy #FinancialPlanning #PizzSpectives #BoutiqueLicensee #IMAP #StrategicGrowth #RetirementIncome #WealthManagement #Transparency #Hub24 #IFAExcellenceAwards

Mont Wealth Investment Strategy & Performance Review FY 2025

Fri, 01 Aug 2025 00:00:20 +0000

Pizz-Spectives: Mont Wealth Investment Strategy & Performance Review FY 2025

**GENERAL ADVICE ONLY**

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, reviews the FY25 performance of Mont Wealth Managed Accounts and discusses the outlook for various asset classes. He highlights the performance of the multi-asset strategic growth and income portfolios, the role of the investment committee, and the five-step investment process. Rob also examines macroeconomic trends, the impact of inflation, and future drivers of growth, including AI and infrastructure. Additionally, the episode covers the IMF's projections for global GDP, asset allocation strategies, and the importance of active management in achieving stable and optimal returns.

00:00 Introduction to Pizz-Spectives

00:14 FY 25 Performance Overview

01:01 Investment Committee Insights

01:31 Five-Step Investment Process

03:26 Historical Market Trends and Future Outlook

06:57 Mont Wealth FY 25 Performance Comparison

11:54 Asset Allocation Strategy

22:41 Superannuation Updates and Final Thoughts

Aussie Small Caps & Market Insights with Matt Griffin

Fri, 25 Jul 2025 00:00:27 +0000

Aussie Small Caps & Market Insights with Matt Griffin

Welcome to Pizz-Spectives! In this episode, Rob sits down with Matt Griffin from Maple Brown Abbott's Small Caps team. They dive into Australian small caps, market performance, and key sectors like aged care, technology, mining services, and more. Matt shares insights on the macroeconomic environment, interest rates, and the impact of geopolitical instability. They also cover M&A trends, the ongoing impact of AI, and detailed stock assessments. Don't miss this deep dive into market dynamics and investment strategies!

00:00 Introduction and Welcome

00:53 Recap of Previous Predictions

01:46 Market Performance and Small Caps Outlook

03:43 Sector Highlights and Stock Picks

04:33 Interest Rates and Market Sentiment

07:41 Consumer Exposure and Portfolio Positioning

15:41 Gold Sector Insights

20:14 Technology and AI Investments

22:34 Mergers, Acquisitions, and IPOs

24:38 Upcoming Reporting Season and Economic Outlook

28:35 Conclusion and Contact Information

This information is prepared and issued by Maple-Brown Abbott Limited ABN 73 001 208 564, AFSL 237296 (‘MBA’) as the Responsible Entity of the MBA Australian Small Companies Fund (ARSN 658 552 688) (‘Fund’). This information contains general information only, and does not take into account your investment objectives, financial situation or specific needs. Before making any investment decision, you should seek independent financial advice. This document does not constitute an offer or solicitation by anyone in any jurisdiction. Past performance is not a reliable indicator of future performance. Neither MBA, nor any of its related parties, directors or employees, make any representation or give any guarantee as to the return of capital, performance, any specific rate of return, or the taxation consequences of, any investment.

Any views expressed on individual stocks or other investments, or any forecasts or estimates, are not a recommendation to buy, sell or hold, they are point in time views and may be based on certain assumptions and qualifications not set out in part or in full in this document. These individual stocks referred to may or may not be currently held by the Fund. Information derived from sources is believed to be accurate, however such information has not been independently verified and may be subject to assumptions and qualifications not described in this document. To the extent permitted by law, neither MBA, nor any of its related parties, directors or employees, make any representation or warranty as to the accuracy, completeness, reasonableness or reliability of this information, or accept liability or responsibility for any losses, whether direct, indirect or consequential, relating to, or arising from, the use or reliance on this information. Before making a decision whether to acquire, or to continue to hold an investment in the Fund, investors should obtain and consider the current PDS and Target Market Determination (TMD) or any other relevant disclosure document. For the Fund, the PDS, AIB and TMD are available at maple-brownabbott.com/document-library or by calling 1300 097 995. This information is current as of 23 July 2025 and is subject to change at any time without notice. © 2025 Maple-Brown Abbott Limited.

Mortgage Offset vs Investment - Is It Time To Accelerate Financial Freedom?

Fri, 18 Jul 2025 00:15:13 +0000

Mortgage Offset vs. Investing: Is It Time To Accelerate Financial Freedom?

In this episode of Pizz-Spectives, Rob Pizzichetta, founder and principal advisor at Mont Wealth, explores the decision many Australians face: whether to leave savings in a mortgage offset account or start investing. With interest rates potentially falling amid weaker unemployment data, Rob examines the benefits and risks of both strategies. Learn about guaranteed returns from offset accounts, and compare them with scenarios of investing for income and growth. Discover the importance of strategic asset allocation, diversified income streams, and long-term thinking in building wealth. This episode aims to provide insight into making informed financial decisions while emphasizing the need for personalized advice. Check out Mont Wealth's investment calculator tool and gain valuable perspectives to accelerate your debt payback and financial freedom.

00:00 Introduction to Pizz-Spectives

00:25 The Big Question: Savings vs. Investing

01:03 Understanding the Current Economic Backdrop

02:12 Exploring Mortgage Offset Accounts

02:41 Scenario Analysis: Investing for Income

03:45 Scenario Analysis: Investing for Growth

05:01 Hybrid Strategies and Final Thoughts

05:45 Conclusion and Next Steps

https://www.montwealth.com.au

The Path to Stronger Business Returns: Outsource. Automate. Defend.

Fri, 11 Jul 2025 00:00:30 +0000

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, is joined by special guest Nik Devidas, CEO of Axelo and co-host of Do Landers podcast. They delve into improving business returns and protecting data and wealth through cybersecurity. Nik shares insights on how outsourcing can help businesses scale efficiently and protect against cyber threats. Learn about cyber resilience, the importance of continuous staff training, and how even small businesses can leverage outsourcing to enhance profitability. Tune in for valuable tips on optimizing your business operations and ensuring cybersecurity in today's digital landscape.

00:00 Introduction and Guest Welcome

01:32 Nik Devidas: Journey and Business Insights

04:51 Outsourcing for Business Efficiency

09:11 Automation and Software Solutions

17:00 Cybersecurity and Resilience

27:55 Conclusion and Contact Information

https://axelogroup.com/

Portfolio Adjustments for the New Financial Year & The Changing Investment Landscape

Fri, 04 Jul 2025 00:00:24 +0000

**GENERAL ADVICE ONLY**

Join Rob Pizzichetta, founder of Mont Wealth, in this episode of Pizz-Spectives as he explores the structural shifts redefining the global investment landscape. With fiscal policy taking center stage, geopolitical fragmentation altering trade flows, and demographic changes creating new growth engines, Rob discusses the implications for inflation, bond yields, and sector leadership. He provides a detailed macroeconomic outlook for the US and Australia, shares asset class insights, and outlines strategic portfolio positioning to navigate the evolving market conditions. Learn why Mont Wealth is underweight on US large caps, shifting focus towards active management, global small caps, emerging markets like India, and private credit. Discover how their diversified approach aims to balance growth with resilience amidst uncertainty.

00:00 Introduction and Disclaimer

00:31 Shifting Investment Landscape

02:35 Macroeconomic Outlook

04:07 Asset Class Analysis

06:55 Strategic Portfolio Positioning

10:32 Focus on India

15:45 Private Credit Opportunities

19:37 Conclusion and Final Thoughts

montwealth.com.au

Why Invest in SME Lending? We Talk Gaps in the Market with Brett Craig from Aura Private Credit

Fri, 27 Jun 2025 00:00:24 +0000

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, sits down with Brett Craig from Aura Private Credit. They discuss Brett's journey in finance, the intricacies of the private credit market, and the impact of market changes such as the GFC and COVID-19 on lending strategies. Brett explains the unique opportunities in SME lending, the importance of asset-backed loans, and the gap filled by private lenders as banks pull back from SME financing. He also highlights the factors that contribute to the resilience and robust performance of Aura's funds during economic downturns. Stay tuned for insights on market trends, the role of securitization, and the dual objectives of Aura's investment strategy: capital protection and strong returns.

00:00 Introduction and Disclaimer

00:32 Brett Craig's Journey in Finance

04:55 Impact of Economic Downturns on Private Credit

10:26 Understanding the Private Credit Market

17:50 Quality Assurance in Lending

24:20 Current Economic Climate and Defensive Strategies

27:32 Investment Opportunities with Aura

28:32 Conclusion and Contact Information

www.montinvest.com

Economic Outlook and Portfolio Positioning: Mont Wealth June 2025 Insights

Fri, 20 Jun 2025 00:00:27 +0000

Economic Insights & Investment Strategies | Pizz-Spectives with Rob Pizzichetta

In this edition of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, and the investment committee, including Shane Lee, Vessela Tasker, and Jay Kumar, delve into the economic outlook for the upcoming year. The discussion covers topics like economic growth, interest rates, inflation, currency trends, earnings valuations, and asset allocation strategies. They analyse the US and Australian markets, highlight the impact of AI on earnings growth, and explore the potential benefits of investing in European and Japanese markets. The episode also touches on tariff impacts, central banks' policies, and the structural down path of the US dollar. Join us for a comprehensive analysis and strategic investment advice for the year ahead.

00:00 Introduction and Disclaimer

00:55 US Economic Outlook

01:23 Australian Economic Insights

02:40 Global Market Analysis

04:05 Inflation and Policy Adjustments

06:56 Currency Trends and Predictions

09:09 Emerging Markets and Trade Tariffs

12:20 Investment Strategies and Bond Market

14:06 Conclusion and Contact Information

Unrealised Gains Tax = Aspiration Tax

Fri, 13 Jun 2025 02:08:21 +0000

In this edition of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, delves into the proposed Division 296 tax reform and its potential impact on Australia's financial future. The episode uncovers the broader implications of a 15% tax on unrealized earnings for individuals with Super balances over $3 million, stressing how it could affect investment behavior, innovation, and economic growth. Rob discusses the possible ripple effects on various financial vehicles, small businesses, and the nation’s startup ecosystem, urging for a stable, fair, and inspiring economic environment. Tune in to understand how this tax proposal might influence your financial strategies and long-term wealth.

00:00 Introduction to Pizz-Spectives

00:12 Spotlight on Division 296 Tax Reform

01:02 Implications of Taxing Unrealized Gains

01:51 Broader Economic Impact

02:51 Potential Future Tax Policies

03:45 Impact on Small Businesses and Innovation

05:10 Generational Perspectives and Concerns

06:55 Advisors' Recommendations

07:39 Conclusion and Final Thoughts

Investing in India's Future Winners

Fri, 30 May 2025 00:00:23 +0000

In this episode of Pizz-Spectives, Rob Pizzichetta, the founder of Mont Wealth, is joined by Mugunthan Siva from India Avenue to discuss the thriving Indian economy and equities market. They delve into the origins and philosophy behind India Avenue, the Nifty 50, and India's burgeoning sectors such as pharmaceuticals, IT services, and consumer discretionary. The conversation also explores India's sustainable growth, the impact of Prime Minister Modi's policies, and how to mitigate the volatility in currency and stock investments. For anyone interested in the Indian market, this is a must-watch episode packed with valuable insights and expert analysis.

00:00 Introduction to Pizz-Spectives

00:19 The India Avenue Story

01:30 India's Market and Economy Overview

02:11 India Avenue's Investment Philosophy

03:20 India's Structural Growth and Government Policies

06:49 Sustainability of India's Economic Growth

07:37 Impact of Global Trade and Sector Growth

09:53 Investment Strategy and Sector Focus

19:13 Currency Volatility and Hedging Strategies

20:34 Future Prospects and Exciting Sectors

22:59 How to Learn More About India Avenue

24:09 Conclusion and Final Thoughts

The Four Risks That Equity Investors Need To Be Aware Of with Chad Padowitz from Talaria Capital

Thu, 22 May 2025 21:28:43 +0000

In this episode of Pizz-Spectives, Rob interviews Chad Padowitz from Talaria Global Equity. They discuss Talaria’s strategy of combining capital gains and income for equity income generation, emphasising capital preservation. Chad shares insights on the significant concentration risks in US markets, earnings risk post-peak interest rates, the persistent output gap indicating stubborn inflation, and bond as well as valuation risks. Learn how Talaria maintains high returns and low volatility in these volatile markets, topped up with quarterly distributions. Join for an in-depth analysis of the current economic climate and investment strategies.

00:00 Introduction and Guest Welcome

00:45 Chad Padowitz's Journey into Funds Management

01:33 Overview of Talaria Global Equity

04:14 Concentration Risks in US Markets

09:00 Earnings Risks Post Peak Interest Rates

13:45 Impact of Inflation and Output Gap

16:28 Bond Risks and Market Correlations

19:06 Valuation Concerns and Future Returns

23:00 Talaria's Investment Strategy and Consistent Returns

25:27 Conclusion and Final Thoughts

Income & Capital Growth - Time to Invest in Aust Government Bonds?

Fri, 16 May 2025 21:30:19 +0000

Income & Capital Growth - Time to Invest in Aust Government Bonds?

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, explores why government bonds are becoming an attractive investment. He discusses the macroeconomic environment, the importance of bond yields and prices, and contrasts bonds with equities to determine the best risk-adjusted returns for 2025 and beyond. With inflation moderating and rate hikes ending, Rob explains how short and long-term bonds can offer substantial returns while maintaining low risk. Tune in for insightful analysis on bond investing strategies and market outlooks.

00:00 Introduction to Government Bonds

00:58 Understanding Government Bonds

01:53 Current Market Conditions

03:50 Bond Yields and Prices Explained

04:39 Yield Curve Dynamics

06:21 Comparing Bonds and Equities

07:18 Global Bond Market Insights

08:07 Conclusion and Final Thoughts

The Future of Retail - Insights and Trends with Top Rated Analyst Craig Woolford

Fri, 09 May 2025 21:22:43 +0000

Join Rob Pizzichetta, founder of Mont Wealth, as he converses with Craig Woolford, a seasoned research and equity analyst, on understanding retail trends, the economy, and consumer health. Craig shares his journey from CommSec to Citigroup and MST Marquee, insights into retail cycles, the impact of COVID-19, the current challenges faced by retailers and what a good retailer looks like.

Learn about the divergence in retail performance, pressure on margins, and trends in online shopping. Craig also offers valuable advice on what the future retailer looks like.

00:00 Introduction and Guest Welcome

00:31 Craig Woolford's Career Journey

04:45 Insights on Retail Trends

09:14 Impact of Online Retail and Market Dynamics

11:44 Consumer Behavior and Economic Factors

21:20 Advice for Aspiring Retail Entrepreneurs

25:02 MST Marquee and Closing Remarks

April 2025 Investment Committee - 3 Key Conditions to Determine the Magnitude of the Economic Downgrade

Thu, 01 May 2025 23:30:20 +0000

Welcome to the latest edition of Pizz-Spectives, where the Mont Wealth Investment Committee convenes for their April meeting. This month has proven tough for markets, primarily due to unexpected aggressive actions by Trump on liberation day and resulting tariff issues. US markets saw significant declines, with a 10-12% drop in the first 10 days of April, pushing bond yields up. Economic indicators suggest a potential softening, with declining shipping, tourism, and credit card receipts. The Federal Reserve might consider rate cuts if the job market deteriorates further. Our main discussion revolves around the magnitude of downside risks. Shane Lee discusses tactical asset allocation, the impact of tariffs, and inflation. The conversation extends to global market reactions, especially focusing on the US and China. Potential investment moves, including shifting from equities to bonds, are considered as the committee adopts a defensive posture given the current economic uncertainties.

00:00 Introduction and Market Overview

02:06 Impact of Tariffs on the Economy

05:31 US Market Sentiment and Indicators

07:45 Global Economic Implications

11:28 Investment Strategies and Recommendations

21:52 Conclusion and Final Thoughts

Why Traditional Asset Allocation No Longer Stacks Up.

Thu, 17 Apr 2025 23:43:34 +0000

In this episode of Perspectives, Rob Pizzichetta, founder of Mont Wealth, delves into why traditional asset allocation models are increasingly inadequate in today's post-2020 investment landscape. From the golden era of 1980-2020 to the post-COVID world, he explains the shift from disinflation to inflation, the impact of rising interest rates, demographic changes, and other structural shifts reshaping the market. Rob discusses the need for strategic asset allocation over static models, highlighting the importance of diversification, real assets, and income-focused strategies. Learn how Mont Wealth's adaptive approach can help investors navigate the new economic climate.

00:00 Introduction and Disclaimer

00:22 The Golden Era of Investment (1980-2020)

02:07 Post-2020: A New Investment Landscape

02:17 Key Structural Changes Impacting Investments

04:08 Strategic Asset Allocation for the New Era

04:53 Reimagining Defensive Investments

05:29 The Role of Alternatives in Modern Portfolios

06:02 Mont Wealth Investment Framework

07:56 Conclusion: Investing for the Future

"From Football Fields to Financial Portfolios: The Art of Asset Allocation"

Fri, 11 Apr 2025 00:00:24 +0000

In this edition of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, discusses recent market trends and provides insights into asset allocation strategies. By drawing parallels between building a successful football team and constructing a resilient multi-asset portfolio, Rob emphasizes the importance of balancing defensive and offensive assets. With a focus on economic conditions, geopolitical tensions, and credit availability, he explains how a dynamic approach can help investors navigate market volatility and achieve long-term success.

**General Advice Only**

00:00 Introduction to Pizz-Spectives

00:29 Current Market Overview

01:46 Asset Allocation Strategy

02:56 Defensive Assets and Their Role

04:56 Offensive Assets and Future Leaders

06:10 Strategic Rotation and Conclusion

Talking Tariffs, Recessions, Currency, Interest Rates & Asset Allocation with Shane Lee

Sun, 06 Apr 2025 00:49:10 +0000

Economic Impact of Trump's Unexpected Higher Tariffs | Pizz-Spectives with Rob Pizzichetta and Shane Lee

In this episode of Pizz-Spectives, Rob Pizzichetta from Mont Wealth discusses the latest economic updates with Shane Lee from Foresight Analytics. They delve into the higher than expected tariffs introduced by Trump, especially targeting emerging markets in Asia, and China's subsequent retaliation. The conversation covers the potential impacts on the global economy, asset allocation, and the potential for a US recession. They also discuss the roles of currency fluctuations, credit spreads, and alternative assets in this volatile economic climate. Listener discretion is advised for seeking personalised financial advice.

00:00 Introduction and Overview

00:53 Impact of Trump's Tariffs

01:31 US Dollar and Global Trade

02:48 Market Reactions and Predictions

06:34 Asset Allocation Strategies

08:37 Global Economic Outlook

12:13 Investment Opportunities and Risks

16:41 Conclusion and Final Thoughts

2025 Super Guide & Potential Future Policy Change

Thu, 27 Mar 2025 23:00:22 +0000

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, discusses the 2025 Superannuation Guide alongside insights from a recent Grattan Institute paper. Rob explores the potential for the federal government to use superannuation to fund future deficits, emphasizing the importance of financial advisors being prepared for changes. The episode also celebrates Mont Wealth’s achievements and delves into strategic financial advice, touching on topics like tax liabilities, insurance policies, and retirement contributions. Rob provides an overview of the superannuation landscape and offers recommendations for navigating the evolving financial landscape, stressing the need for comprehensive planning and diversification.

00:00 Introduction to Pizz-Spectives and Today's Topic

00:45 Mont Wealth's Achievements and Services

02:20 Financial Advice Landscape in Australia

03:15 2025 Superannuation Guide Overview

05:57 Grattan Institute's Recommendations and Challenges

09:02 Potential Government Policy Changes

11:27 Conclusion and Final Thoughts

https://grattan.edu.au/wp-content/uploads/2025/03/Orange-Book-2025-Policy-priorities-for-the-federal-government-Grattan-Institute.pdf

Mont Wealth Investment Committee Meeting March 2025

Thu, 20 Mar 2025 22:19:58 +0000

Investment Allocation Strategies Amid Geopolitical Tensions

Welcome to another episode of Pizz-Spectives with Rob Pizzichetta. In this quarterly investment committee meeting, we dive deep into current market conditions, geopolitical tensions, and tariff impacts, alongside experts Vessela Tasker, Shane Lee, and Jay Kumar. Learn about the latest economic forecasts, investor sentiment, and strategies for managing portfolios amid US and global market uncertainties. Discover the defensive approaches and diversification strategies experts are considering to navigate potential economic slowdowns and the risks and rewards of the financial landscape.

**General Advice Only**

00:00 Introduction and Disclaimer

00:42 Market Overview and Recent Developments

02:54 Impact of Trade Policies and Tariffs

05:03 Consumer Sentiment and Economic Indicators

08:51 Investment Strategies and Asset Allocation

18:42 Conclusion and Final Thoughts

There's Always Something to Worry About in Financial Markets

Thu, 13 Mar 2025 23:00:24 +0000

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, discusses the ever-present worries in financial markets over the past three years and how Mont Wealth has navigated these challenges. Celebrating their third anniversary, Rob shares insights into strategic asset allocation, key market events including the Russia-Ukraine conflict, inflation, rising bond yields, and geopolitical tensions. Learn how Mont Wealth's risk-adjusted strategies help ensure capital stability and growth amidst market uncertainties.

00:00 Introduction and Milestone Celebration

01:12 Launching in a Volatile Market

01:59 Worry Number One: Russia Invades Ukraine

03:07 Worry Number Two: Inflation and Rising Bond Yields

04:35 Worry Number Three: Interest Rates at 15-Year Highs

05:24 Worry Number Four: Recession Fears

06:24 Worry Number Five: Valuations and AI Investment Frenzy

07:30 Worry Number Six: Elections and Political Uncertainty

08:18 Worry Number Seven: Tariffs and Global Fragmentation

08:58 Conclusion: The Importance of Strategic Asset Allocation

Benefits of a Disciplined Corporate Lender in a Strategic Multi Asset Portfolio: Joe Millward from Epsilon

Fri, 07 Mar 2025 05:43:29 +0000

In this episode of Pizz-Spectives, host Rob Pizzichetta welcomes Joe Millward, co-founder of Epsilon Direct Lending, to discuss the intricacies of private markets, specifically focusing on corporate lending. Joe shares his background in funds management, the founding story of Epsilon, and their unique approach to mid-market direct lending. The conversation covers the importance of thorough due diligence, selecting high-quality non-cyclical sectors, and the robust security measures they implement. Joe also discusses the current economic landscape, the impact of interest rates, and the outlook for private credit in Australia. The episode concludes with insights into regulatory engagement with ASIC and the future of private lending. For more information on Epsilon Direct Lending, visit their website or connect with Joe on LinkedIn.

00:00 Introduction and Disclaimer

00:19 Meet Joe Millward: Background and Experience

02:08 Founding Epsilon Direct Lending

04:16 Private Lending Market in Australia vs. UK

05:13 Risk Management in Private Lending

07:33 Lending Criteria and Sector Focus

12:35 Loan Usage and Security

19:47 Market Outlook and Economic Factors

21:57 ASIC White Paper and Regulatory Insights

25:34 Conclusion and Contact Information

Private Credit: Transparency & Risk Mitigation with Alceon's Omar Khan

Fri, 28 Feb 2025 10:20:23 +0000

In this episode of Pizz-Spectives, host Rob Pizzichetta Mont Wealth dives deep into the world of private credit with guest Omar Khan, a portfolio manager at Alceon. They discuss Alceon's focus on mid-market real estate lending in Australia and New Zealand, the types of projects they finance, and why mid-sized developers might prefer Alceon's services over traditional banks. Omar also outlines how Alceon manages risk and defaults in their loan portfolio, as well as the importance of active management and transparency. The episode concludes with a discussion on the current economic environment and the growth of private credit in Australia.

00:00 Introduction to Pizz-Spectives

00:20 Meet Omar Khan from Alceon

01:05 Understanding the Mid Market

01:50 Alceon's Real Estate Lending Focus

02:56 Why Choose Private Credit Over Banks?

04:37 Loan Origination and Security Measures

07:34 Managing Defaults and Protecting Capital

10:08 Positioning the Portfolio for the Future

12:30 The Role of Transparency in Private Credit

15:05 Conclusion and Final Thoughts

www.alceon.com.au

Understanding the RBA's Rate Cuts and Navigating Mortgage Strategies with Barry Thatcher

Thu, 20 Feb 2025 22:45:20 +0000

In this edition of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, discusses the RBA's recent interest rate cuts with Barry Thatcher, a leading mortgage and finance broker in Melbourne. Barry shares his insights on the impacts of the rate cuts, the dynamic between fixed and variable rates, and how cost-of-living pressures are influencing financial decisions. The conversation delves into strategic mortgage advice, repricing loans, and refinancing opportunities. Additionally, Barry provides guidance on business finance, buying property within SMSFs, and avoiding common borrowing mistakes. Tune in for a comprehensive guide on optimizing your mortgage and financial strategies in the current economic climate.

00:00 Introduction to Pizz-Spectives

00:11 Meet Barry Thatcher: Finance Expert

01:09 Impact of RBA Rate Cuts

02:24 Consumer Reactions and Cost of Living

03:37 Fixed vs Variable Rates

05:55 Mortgage Strategies and Repricing

11:39 Business Finance Insights

13:19 Property Market Analysis

16:05 SMSF Lending and Investment

18:12 Common Borrower Mistakes

20:28 How Brokers Help You Get the Best Rate

22:03 Conclusion and Contact Information

www.tfco.com.au

The Evolution of a Trader - From Stocks to Energy Transition with Brad King.

Fri, 14 Feb 2025 00:00:32 +0000

In this episode of Pizz-Spectives, host Rob Pizzichetta from Mont Wealth sits down with Brad King, an ex-stock trader and portfolio manager with over 20 years of experience in the financial markets. Brad shares his journey, starting from his early days in the mail room to managing portfolios during major crises like the GFC and COVID. He discusses valuable lessons learned, the importance of managing client expectations, and the evolution of financial markets. Brad also reveals his transition to a new career in the energy sector, focusing on providing storage solutions for energy markets with his company BE Power. Join us for an insightful conversation about career evolution, the psychological aspects of trading, and the future of energy.

00:00 Introduction to Pizz-Spectives

00:06 Meet Brad King: Career Journey

00:54 Early Career Challenges and Lessons

03:15 Navigating Financial Crises

04:39 Trading Strategies and Insights

08:49 Transition to Energy Sector

14:55 Conclusion and Contact Information

Is a SMSF Right For You?

Fri, 07 Feb 2025 06:56:59 +0000

Is a Self-Managed Super Fund (SMSF) Right for You? | Pizz-Spectives with Rob Pizzichetta

Join Rob Pizzichetta, founder of Mont Wealth, in this episode of Pizz-Spectives as he explores whether a self-managed super fund (SMSF) is the right choice for you. Rob delves into the differences between individual trustees and a corporate trustee structure, outlines the essentials of a trust deed, and explains the registration process with the ATO. He also covers critical aspects like establishing a dedicated bank account, formulating an investment strategy, appointing service providers, and preparing an exit strategy. Discover how you can gain greater control over your superannuation investments and the responsibilities that come with managing an SMSF. For expert guidance, contact Rob at rob@montwealth.com.au.

00:00 Introduction to Pizz-Spectives

00:11 Understanding Fund Structures

01:24 Trust Deed Essentials

02:07 Registration and Compliance

02:44 Banking and Asset Management

03:23 Crafting an Investment Strategy

04:05 Appointing Service Providers

04:26 Preparing an Exit Strategy

04:54 Suitability and Professional Support

05:46 Conclusion and Contact Information

"Tesla, AI, and Market Strategies: Hyperion's Investment Vision"

Thu, 30 Jan 2025 23:00:22 +0000

Join Rob as he talks with Jolon Knight from Hyperion Asset Management about their successful investment strategies and philosophy. Understand Hyperion’s history, investment approach, and track record, particularly focusing on growth equities and global elites in innovation. Jolon Knight discusses Hyperion’s top investments, performance throughout volatile periods, their unique investment process, and the impact of AI and machine learning on the market. Dive deep into how Hyperion identifies and capitalizes on mispriced opportunities in new world businesses and avoid old world volatile stocks. Discover insights on Hyperion's top-performing stocks like Tesla and hear Jolon Knight’s outlook on AI, machine learning, and market valuations. If you want to learn more about Hyperion’s portfolio and strategies, this episode is packed with invaluable insights for you.

00:00 Introduction and Disclaimer

00:31 Hyperion Asset Management Overview

01:21 Investment Philosophy and Strategy

02:55 Performance and Track Record

07:20 Portfolio Composition and Management

11:02 Spotlight on Tesla

16:47 Artificial Intelligence and Machine Learning

25:58 Conclusion and Contact Information

Once in a Decade "Extreme" Valuation Gap

Fri, 24 Jan 2025 06:47:50 +0000

In this episode of Pizz-Spectives, Rob welcomes Reece Birtles, Chief Investment Officer of Martin Currie Australia, to discuss his extensive experience in investment cycles over the past 30 years.

They delve into the historical tech bubble, the GFC, and the current market conditions, particularly focusing on value investing, the rise of passive funds, and the concentration risks in indices. Reece provides insights into his equity income portfolio, expected returns, and the significance of active management in offering portfolio insurance. Tune in to learn more about market dynamics, valuation dispersion opportunities, and strategic portfolio construction.

00:00 Introduction to Reece Birtles

00:53 Reece's Career Journey and Market Cycles

02:25 Value Investing vs. Growth Investing

04:44 Market Concentration and Diversification

07:57 Current Portfolio Strategy and Opportunities

08:59 Active vs. Passive Management

11:49 Economic Outlook and Reporting Season

17:18 Conclusion and Fund Information

Infrastructure: Powering AI and Economic Growth

Thu, 16 Jan 2025 23:00:28 +0000

Join Rob Pizzichetta, founder of Mont Wealth, and Devin O'Keefe, Business Development Manager at ClearBridge Infrastructure, as they discuss the crucial role of infrastructure investment in driving artificial intelligence and economic growth. Explore how AI and data demand, Trump's tariffs, and various infrastructure sectors are set to impact the market. Discover the expected rate of return for infrastructure and learn about the strategies behind identifying profitable opportunities in this rapidly evolving asset class.

00:00 Introduction to Pizz-Spectives

00:39 The Importance of Infrastructure Investment

01:28 Growth in Electricity Demand

02:28 Subsectors of Infrastructure

05:10 The Rise of Data Centers and AI

08:42 Investment Strategies and Opportunities

10:16 Global vs. Australian Infrastructure

13:57 Impact of U.S. Policies on Infrastructure

16:33 Conclusion and Future Outlook

2025 Property Market Insights with Experts Adam Vocale & John Morello

Thu, 09 Jan 2025 23:12:03 +0000

Pizz-Spectives: Pizz-Spectives: 2025 Property Market Insights with Experts Adam Vocale & John Morello

Join Rob in an insightful discussion with Victorian real estate experts Adam Vocale Jellis Craig from Sorrento and John Morello from Jellis Craig in Essendon. They delve into their respective markets, the challenges faced in 2024, including interest rate hikes and land tax issues, and their predictions and trends for 2025 and beyond.

Discover how the market dynamics vary from coastal to inner-city properties, and get a glimpse into the long-term prospects for Melbourne's real estate landscape. Don't miss out on their valuable perspectives and forecasts!

00:00 Introduction and Guest Introduction

00:25 Adam's Business Overview

01:06 John's Business Overview

02:48 Reflecting on 2024 Property Market

08:37 Looking Ahead to 2025

15:41 Long-Term Property Trends

21:47 Competitive Advantages of Jellis Craig

25:07 Conclusion and Farewell

adamvocale@jelliscraig.com.au

johnmorello@jelliscraig.com.au

Outlook for 2025 - Mont Wealth Investment Committee Meeting Dec 2024

Thu, 02 Jan 2025 22:00:25 +0000

Pizz-Spectives: 2025 Market Outlook & Investment Strategies

In this edition of Pizz-Spectives, the Mont Wealth Investment Committee analyzes the 2024 performance of their growth and income portfolios and looks ahead to 2025. They discuss key economic indicators, central bank policies, geopolitical risks, and potential market volatility. Special focus is given to the U.S. election outcomes, tariffs, and immigration policies, along with investment strategies in regions like Europe, Japan, and Australia. They also consider the implications of bond yields, property markets, and alternative investments. Join us for an in-depth discussion on capital allocation and market predictions for 2025.

00:00 Introduction and 2024 Performance Review

00:39 Outlook for 2025: Key Concerns and Predictions

01:23 Geopolitical Factors and Market Volatility

02:34 Global Economic Trends and Central Bank Policies

04:11 Australian Market and Investment Strategies

07:22 US Market Dynamics and Growth Projections

09:55 Mid-Market Assets and Bond Yields

12:38 Property Market Insights and Tariff Implications

15:36 Federal Reserve Policies and Interest Rate Cuts

18:44 Election Impact and Final Thoughts

Mont Wealth & Mandy Money - The 6 steps to achieve financial freedom with your kids

Fri, 27 Dec 2024 09:23:19 +0000

6 Steps to Achieving Financial Freedom for Your Children | Mont Wealth Advisors & Mandy Money

Join Rob Pizzichetta, founder of Mont Wealth Advisors, and Barbara van der Merwe, founder of Mandy Money, in this comprehensive workshop aimed at securing financial freedom for your children. From the day they are born to the age of 30, learn a six-step process involving simple, practical tips and tools that will build strong financial habits and savings for your child's future. Discover how small sacrifices and strategic financial decisions can lead to substantial savings and financial literacy, ensuring your children are confident and empowered in managing their own finances. Also, get a preview of Mandy Money's upcoming book, 'A to Z Guide for Young Aussies,' covering everything from job hunting to selecting a super investment strategy.

https://mandymoney.com.au/

00:00 Introduction to Financial Freedom for Kids

00:41 Step 1: Starting Early with Savings

01:11 Step 2: Small Sacrifices for Big Gains

02:20 Step 3: Increasing Contributions

03:01 Middle School Financial Education

03:58 High School Financial Skills

05:20 Post-High School Financial Planning

06:49 Achieving Financial Milestones by Age 30

07:36 Celebrating Success and Future Planning

08:15 Additional Resources and Conclusion

Why Invest in Global Real Estate Now? Featuring Julian Campbell Wood from Resolution Capital

Fri, 13 Dec 2024 21:15:25 +0000

In this episode of Pizz-Spectives, host Rob is joined by Julian Campbell Wood from Resolution Capital to discuss the advantages of investing in global real estate.

They explore several key topics, including the reasons why investing in global real estate is attractive now, the comparison of global REITs to global equities, and the economic dynamics affecting real estate values. Julian also provides insights into Resolution Capital's investment strategy, focusing on sectors such as retail, residential, healthcare, data centres, and logistics.

They conclude with a discussion on the portfolio's growth prospects and the overall outlook for global REITs given current market conditions. Join us to learn more about the opportunities and strategies in global real estate investment.

00:00 Introduction and Disclaimer

00:28 Why Invest in Global Real Estate Now?

01:06 Understanding Valuations and Market Dynamics

02:56 Exploring Replacement Costs and Supply Constraints

05:18 Global Property Balance Sheets

06:51 Introduction to Resolution Capital

07:54 Investment Process and Philosophy

10:30 Current Portfolio and Market Opportunities

10:48 Sector Analysis: Retail, Residential, Healthcare, and More

13:54 Data Centres and Logistics

16:00 Office Market Insights

17:46 Sector Snapshot and Future Outlook

18:56 Conclusion and Summary

Introducing Jay Kumar: A Financial Market Expert's Journey and Insights

Fri, 06 Dec 2024 20:00:25 +0000

Introducing Jay Kumar: A Financial Market Expert's Journey and Insights

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, introduces Jay Kumar, a key member of the Mont Wealth Investment Committee.

With over two decades of experience, Jay shares his journey from Fiji to becoming a financial market expert. They discuss Jay's early interest in finance, his role in foresight analytics, and his valuable contributions to the investment committee.

Gain insights into the importance of data-driven decision-making, portfolio construction, and lessons from the Global Financial Crisis. Join us for an enlightening conversation on navigating complex financial markets.

00:00 Introduction to Pizz-Spectives and Jay Kumar

01:02 Jay Kumar's Journey into Financial Services

03:17 Career Progression and Key Learnings

05:31 Insights from the Global Financial Crisis

09:56 Founding Foresight Analytics

12:26 Foresight Analytics' Value Proposition

15:57 Portfolio Construction and Market Cycles

18:48 Conclusion and Final Thoughts

https://www.foresight-analytics.com/

Navigating Life Stages for Financial Comfort

Fri, 29 Nov 2024 11:02:58 +0000

In this edition of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, discusses strategies for financial planning across different life stages.

Addressing cost of living concerns, Rob outlines the importance of maximizing superannuation returns and contributions for a comfortable retirement. He explains the financial needs and planning steps for individuals in their 30s, 40s, 50s, 60s, and beyond. Emphasizing the power of compound interest, he highlights the goal of achieving over $2 million in super to ensure a stable retirement income.

Additionally, Rob covers essential topics like life insurance, income protection, and estate planning, offering practical advice for various age groups. Whether you're dealing with mortgage stress, planning for children's education, or nearing retirement, this video provides valuable insights to help you secure your financial future.

00:00 Introduction to Pizz-Spectives

00:05 Understanding Life Stages and Financial Strategies

00:57 Challenges Faced by Gen X and Millennials

01:47 Financial Planning in Your 30s

04:01 Navigating Financial Responsibilities in Your 40s

05:35 Accelerating Wealth Creation in Your 50s

07:00 Super Contributions and Retirement Planning in Your 60s

08:47 Capital Preservation and Income Generation in Your 70s

10:31 The Importance of Maximizing Super Returns

12:58 Conclusion and Contact Information

https://www.theaustralian.com.au/commentary/ageing-population-chart-reveals-key-lessons-for-every-australian/news-story/de4efca22a132b490c2e9afbd21bf0cc

The RBA, Trump and Federal Reserve walk into a bar.......

Fri, 08 Nov 2024 11:34:03 +0000

The RBA, Trump and Federal Reserve walk into a bar.......

October Performance & Global Economic Insights | Mont Wealth Pizz-Spectives Podcast

In this episode of the Mont Wealth Pizz-Spectives Podcast, host Rob Pizzichetta discusses several critical financial topics, including the October performance of Mont Wealth Portfolios, the Reserve Bank of Australia's (RBA) interest rate outlook, the impact of Trump's policies on financial assets, and the Federal Reserve's recent decisions and future projections. Key metrics such as portfolio returns, market volatility, and employment rates are analyzed in depth, providing a comprehensive look at current economic conditions and forecasts. This episode aims to offer valuable insights for investors and anyone interested in understanding the broader economic landscape.

00:00 Introduction to Mont Wealth Pizz-Spectives Podcast

00:48 Mont Wealth October Performance Review

02:15 RBA and Australian Interest Rates Outlook

06:46 Trump's Policies and Their Impact on Financial Assets

08:35 Federal Reserve's Interest Rate Decisions

10:44 Investment Implications and Strategies

11:53 Conclusion and Contact Information

Achieving a Truly Comfortable Retirement: Challenging Industry Standards

Fri, 01 Nov 2024 10:05:46 +0000

Achieving a Truly Comfortable Retirement: Challenging Industry Standards

In this episode of the Mont Wealth Pizz-Spectives podcast, host Rob Pizzichetta, founder of Mont Wealth, challenges the conventional guidelines of a 'comfortable' retirement as defined by the Association of Superannuation Funds of Australia (ASFA). The podcast delves into the impact of inflation on future income requirements and proposes strategies to attain a more financially secure retirement. Key topics include critiquing industry standards, the importance of maximizing contributions, and strategic planning to ensure a more robust retirement fund. The episode emphasizes the need for a tailored financial strategy to achieve true financial freedom and leave a legacy.

00:00 Introduction to Mont Wealth Pizz-Spectives

00:14 General Advice Disclaimer

00:47 Questioning the Industry's Definition of Comfortable

01:49 Breaking Down Retirement Expenses

03:30 Inflation and Future Income Requirements

05:20 Strategies for Achieving Financial Comfort

07:34 Mont Wealth's Approach to Financial Planning

09:00 Conclusion and Final Thoughts

The True Cost of Victorian Investment Properties: Land Tax Impact

Thu, 24 Oct 2024 10:00:51 +0000

In this week's Pizz-Spectives, we examine how purchasing a Victorian investment property may cost you $1.9 million in wealth creation over 20 years due to land tax. That is even before we consider any additional changes to negative gearing, rental caps or changes in CGT

The episode explores structural changes from 1980 to 2020, federal government revenue losses, and Victorian balance sheet challenges. A case study compares investment in property vs. a diversified portfolio, showing significant financial impacts from land tax. The video and podcast also discusses demographic shifts and future policy impacts on property investment in Victoria.

00:00 Introduction and Disclaimer

00:32 Topics for Discussion

00:56 Changing Economic Landscape (1980-2020)

01:39 Post-2020 Economic Shifts

02:55 Housing and Demographic Changes

04:40 Government Expenditures and Tax Policies

05:01 Government Tax Exemptions and Revenue Loss

05:38 Greens' Proposal for Property Tax Reforms

05:55 Victorian Government Revenue and Debt

06:35 Interest Expenses and Asset Yields

07:25 Case Study: Tom's Property Investment

08:30 Case Study: Gracie's Non-Property Investment

09:24 Comparative Analysis and Policy Implications

10:03 Conclusion and Final Thoughts

Aust Small Caps - The Catalysts for Outperformance

Thu, 14 Nov 2024 02:07:00 +0000

Join us as Matt Griffin, co-portfolio manager of Maple Brown Abbott's Australian Small Companies Fund, shares his insights into the under-appreciated asset class of Australian small companies.

In this session, Matt highlights key catalysts for small cap outperformance, debunks myths surrounding their dependency on the Australian economy, and discusses the advantages of active small cap management.

Gain valuable knowledge on the industry's maturation, investment themes like demographics and gold, and crucial risk management strategies. Whether you're already tuned in or listening later, your questions and engagement are encouraged!

00:00 Welcome and Introduction

00:36 Understanding Australian Small Companies

01:01 Matt Griffin's Background and Experience

03:12 Market Cycles and Small Cap Performance

05:15 Earnings and Share Prices

09:53 Active Management in Small Caps

13:04 Sector Weights and Diversification

18:26 Investment Themes and Strategies

25:44 Performance and Risk Management

27:31 Summary and Conclusion

Yarra Capital - What is credit & what are the benefits to investors

Fri, 18 Oct 2024 21:11:49 +0000

We hosted a webinar with Yarra Capital Management Head of Credit Research & Portfolio Manager Phil Strano.

Phil explained:

What is credit and how it works
The returns available for investors, and
The outlook for credit markets including an outlook for Australia’s economic growth for 2025 and the reasonings for it.

We also delved into asset allocation and how investing in assets like credit reduces volatility while delivering strong returns.

6 Approved Super Strategies to Boost Your Wealth

Thu, 09 Apr 2026 22:15:23 +0000

The 10% Correction, the 5% Inflation Spike, and What Comes Next.

Fri, 27 Mar 2026 21:00:25 +0000

Extreme Fear in Markets: Investment Committee Insights on Geopolitical Crises, Inflation Risks & Portfolio Strategy

Thu, 19 Mar 2026 23:59:02 +0000

In this episode of Pizz-Spectives, Rob Pizzichetta sits down with Mont Wealth’s Investment Committee—featuring Jay Kumar and Vessela Tasker—to unpack one of the most uncertain macro environments in recent years.

With escalating tensions in the Middle East, rising oil prices, and shifting expectations around interest rates, markets are being driven by geopolitics as much as fundamentals. The discussion explores two clear scenarios: a prolonged conflict that pressures inflation and growth, versus a shorter resolution that allows risk assets to recover—consistent with historical precedent.

Drawing on decades of market data, the Committee reinforces a critical message for investors: panic selling during periods of extreme fear has consistently destroyed long-term returns. Instead, diversified portfolios—spanning equities, bonds, real assets, and alternatives—remain the most resilient approach through volatility.

The conversation also dives into:

The outlook for inflation, oil, and central bank policy (RBA vs Fed)
Why stagflation is emerging as a base case for Australia
The role of private credit amid global stress signals
Infrastructure vs real estate in a higher-rate environment
Portfolio positioning during periods of extreme market fear

While short-term volatility has impacted performance, Mont Wealth portfolios continue to demonstrate the strength of disciplined, multi-asset construction.

As always, the key takeaway is clear: when fear is at its peak, opportunity is often closest.

Are You on Track? How Wealthy Australians Build a Tax-Free Retirement

Thu, 11 Dec 2025 22:00:22 +0000

The Next Big Shift: What Mean Reversion and Digital Finance Mean for Your Portfolio

Fri, 29 Aug 2025 22:30:22 +0000

Mont Wealth's 2025 Investment Strategy & Market Outlook

Fri, 22 Nov 2024 20:00:21 +0000

Mont Wealth Podcast Intro

Fri, 18 Oct 2024 05:27:34 +0000

Mont Wealth - "Pizz-Spectives" - Investing & Wealth Creation Strategies

You Don't Need an SMSF.....You Need a Differentiated Investment Strategy!

Mont Wealth 10 Rules of Investing & Philosophy

Did Passive Investing Kill The Active Star? Hall of Famer David Pace on Why Low Cost Isn't What You Think It Is

Australian House Price Downturn We Had to Have - RBA, Tax Policy & Wealth Effect

Climbing the Wall of Worry: Markets, Banks, and Where the Opportunities Are.

Australian Shares vs Global Shares. The Structural Headwinds You Can't Ignore!

How to Invest in your Business to Maximize Your Exit - We Talk to The Expert, Michael Vincent from EP Advisor's

1% p.a. Lower Returns Will Cost You $600,000! Here's What To Do About It.

Global Small Caps for Intergenerational Wealth - Vestigo on Macro, Risk & Discovery Investing

8–10% Income from Australian Shares? Inside the Atlas Equity Income Strategy with PM Phil Cornet

The Footy Coach’s Guide to Investing: Picking a Premiership Portfolio

Property Outlook 2026: Talking Rates, CGT Discounts & Where The Smart Money Is Buying.

The Misunderstood Super Benefit: Indexation & Tax‑Free Retirement Income

Why Australians Are Leaving Industry Super Funds

The Next Decade Will Be Different - We Talk Investment & Wealth Creation Strategies with Anthony Doyle Chief Investment Strategist Pinnacle

Double-Digit Returns in 2026 from Aust Shares! We Talk to Reece Birtles from Clearbridge

The 2026 Investment Outlook: Navigating Macro Shifts, Asset Allocation and Risk

Market Insights with Phil Strano: 2026 Economic Outlook and Fixed Income Strategies

Northcape’s #1 Place To Invest In Emerging Markets And The Process Behind It

Why Aussie Small Caps Are Set to Outperform Large Caps With Maple-Brown Abbott Co-Portfolio Manager Phillip Hudak

Private Assets: Hamilton Lane’s Exec. Co-Chairman Mario Giannini on Governance, Growth & Cockroaches in Credit

AI & Stablecoins: The Future of Banking

Bitcoin, ETFs & the Future of Money — VanEck’s Jamie Hannah on the Next Investment Frontier

Inside the Investment Committee: Bonds Are Back, Gold and AI Drives the Narrative

How to Build $6 Million in Super & $300k Tax-Free Income — Why Super Still Wins After the New Tax

Will You Have Enough Money in Retirement? We Talk Longevity & Income Risks

Fewer Investment Advisers, But 42% Performance Advantage for Those Who Get It!

Master Your Super: How It Works, What to Do & When to Do It

From Startups to Unicorns: Exploring Australian VC with Ben Grabiner

When to Be Aggressive or Balanced - Navigating Market Cycles

Why AI’s Growth Story Is Real — And Only Getting Started. We talk to Jonon Knight from Hyperion

Are Cracks Starting to Emerge in the Global Economy?

What’s Next for Melbourne & Mornington Peninsula Property? We Ask The Experts

Finalists for the IMAP Boutique Managed Account Awards: What is a Managed Account & Benefits

Mont Wealth Investment Strategy & Performance Review FY 2025

Aussie Small Caps & Market Insights with Matt Griffin

Mortgage Offset vs Investment - Is It Time To Accelerate Financial Freedom?

The Path to Stronger Business Returns: Outsource. Automate. Defend.

Portfolio Adjustments for the New Financial Year & The Changing Investment Landscape

Why Invest in SME Lending? We Talk Gaps in the Market with Brett Craig from Aura Private Credit

Economic Outlook and Portfolio Positioning: Mont Wealth June 2025 Insights

Unrealised Gains Tax = Aspiration Tax

Investing in India's Future Winners

The Four Risks That Equity Investors Need To Be Aware Of with Chad Padowitz from Talaria Capital

Income & Capital Growth - Time to Invest in Aust Government Bonds?

The Future of Retail - Insights and Trends with Top Rated Analyst Craig Woolford

April 2025 Investment Committee - 3 Key Conditions to Determine the Magnitude of the Economic Downgrade

Why Traditional Asset Allocation No Longer Stacks Up.

"From Football Fields to Financial Portfolios: The Art of Asset Allocation"

Talking Tariffs, Recessions, Currency, Interest Rates & Asset Allocation with Shane Lee

2025 Super Guide & Potential Future Policy Change

Mont Wealth Investment Committee Meeting March 2025

There's Always Something to Worry About in Financial Markets

Benefits of a Disciplined Corporate Lender in a Strategic Multi Asset Portfolio: Joe Millward from Epsilon

Private Credit: Transparency & Risk Mitigation with Alceon's Omar Khan

Understanding the RBA's Rate Cuts and Navigating Mortgage Strategies with Barry Thatcher

The Evolution of a Trader - From Stocks to Energy Transition with Brad King.

Is a SMSF Right For You?

"Tesla, AI, and Market Strategies: Hyperion's Investment Vision"

Once in a Decade "Extreme" Valuation Gap

Infrastructure: Powering AI and Economic Growth

2025 Property Market Insights with Experts Adam Vocale & John Morello

Outlook for 2025 - Mont Wealth Investment Committee Meeting Dec 2024

Mont Wealth & Mandy Money - The 6 steps to achieve financial freedom with your kids

Why Invest in Global Real Estate Now? Featuring Julian Campbell Wood from Resolution Capital

Introducing Jay Kumar: A Financial Market Expert's Journey and Insights

Navigating Life Stages for Financial Comfort

The RBA, Trump and Federal Reserve walk into a bar.......

Achieving a Truly Comfortable Retirement: Challenging Industry Standards

The True Cost of Victorian Investment Properties: Land Tax Impact

Aust Small Caps - The Catalysts for Outperformance

Yarra Capital - What is credit & what are the benefits to investors

6 Approved Super Strategies to Boost Your Wealth

The 10% Correction, the 5% Inflation Spike, and What Comes Next.

Extreme Fear in Markets: Investment Committee Insights on Geopolitical Crises, Inflation Risks & Portfolio Strategy

Are You on Track? ​H​ow Wealthy Australians Build a Tax-Free Retirement

The Next Big Shift: What Mean Reversion and Digital Finance Mean for Your Portfolio

Mont Wealth's 2025 Investment Strategy & Market Outlook

Mont Wealth Podcast Intro

Are You on Track? How Wealthy Australians Build a Tax-Free Retirement