Ep. 11 - Welcome Back Kotter.
After a brief hiatus, James is back in discussing how clients are behaving when investment markets are bouncing around and their is much talk about re...
Managed Money.
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Get your insights into how Wealth Management should work. Join James Cruz to understand how a trusted Certified Financial Planner can get you financially well-organised and keep you that way. Advice needs to be practical, transparent and not linked to product sales. Pay for the advice and realise your retirement goals with greater certainty and confidence.
Ep. 10 - A positive claims experience for Specified Injury.
A portfolio of personal protection policies are generally utilised within a comprehensive wealth management plan to ensure that wealth plans are kept ...
Ep. 9 - Market downturns...not if but when.
Listen in as James explains how Evolution Financial planning are re-balancing and actively managing client portfolios. There has been an extended peri...
Ep 8 - What advice suits your family business?
Listen in as James Cruz explains the different types of advice that family business owners can access and why a virtual family office is best suited f...
Ep. 7. What's your idea of retirement?
Listen in as James Cruz explains how a retirement should be thought of. Many think of retirement as the period post working. The reason we focus on gr...
Ep. 6. Money Mindset to grow wealth.
Listen in as James Cruz explains how the actual money mindset that you are using maybe inhibiting your wealth plans. You may not want to be the riches...
Ep. 5. - How much do you need for Retirement?
Hear how James explains what is considered a comfortable amount for retirement and how a combination of capital and Centrelink can produce great resul...
Ep. 4. The RISK of the sharemarket.
One of the main concerns I hear when looking to plan a retirement income stream with family businesses is that the "stockmarket is risky." While this ...
Ep. 3. What is Managed Money?
Listen as James Cruz explains the concept of Managed Money and how it relates to building towards a retirement of confidence and certainty. A retireme...
Ep. 2. Case Study: Unwinding poor advice.
Let me take you through what poor advice looks like and how to unwind it to get back on track ASAP. If you are listening via Anchor.fm then make sure ...