People impacted by disability face complex financial decisions, including managing resources, understanding entitlements, and planning for their future. In an environment where there is continuous change and currently a significant transition from block funding to individual choice underway, the need for financial literacy and sharing information that may help people and families reduce friction in this complex system was obvious. Anne Meecham and Helena Jakupovic are a powerhouse of knowledge and expertise and generously share their insights in this must listen to episode.  Listen in as they uncover a myriad of resources and tools to help individuals and families navigate this complex space that many are not aware of.

In the second part of this series, Michelle Taylor takes us back to the basics. For those wondering how to navigate the new world of higher interest rates for longer, we explore the essentials so that you can ensure that you are ready to nagtivate the path ahead....

In part one of this two part series we examine what is going on in the world. With meaningful inflation, the fastest interest rate rises we’ve ever seen,  geopolitical tensions,  energy prices ever rising and ultra-low unemployment and so on... Michael Ip, Director and Head of Investments and Research at Lighthouse Capital joins me to work through how these structural changes interconnect, how it may play out and what it means in this new world of investing….

2022 has seen the return of inflation and interest rate rises at a record pace. Join me as I share “my take” on what has led us to this point and things you might consider doing to get in front of the curve !

Well the Good Money Habits podcast catalogue is now complete - in this epilogue I reminisce about the journey which has been both a steep learning curve and a blast ........

In this last episode I chat with award winning business woman and author Bronwen Sciortino – who has taken lessons from her personal life experiences to help people trying to overcome these life challenges.......never put off being kind to yourself again !

Emotional Intelligence, human behaviour expert and Author Amy Jacobson joins me as we explore why Emotional Intelligence and managing money go hand in hand....

With a background as a personal insurance specialist, Adam Smith from Succession Matters has been advising clients since 1990.  Listen in as Adam shares his extensive knowledge and experience in everyday language.   Ensuring you have the right mix of Personal Insurances is absolutely fundamental to achieving financial security in your life, but the one that is most commonly overlooked…..this is a must listen to episode as Personal Insurances form a vital and fundamental element of ensuring you are financially protected.

The Money Sandwich has won the ”Social Responsibility” category in the 2021 Australian Business Book Awards and was a finalist for the Personal Finance and Investment Category.  Both acknowledgements are well deserved and it was great to be able to chat to Marc about the purpose of this book and why these kind of resources are really needed out there.....

Giles is the CEO of the Global Impact Initiative which happens to be the only Australian Company and one of only 36 companies acknowledged globally by the United Nations as a UN LEAD Company for their work with the UN Sustainable Development Goals. Giles received an Outstanding Alumnus award from Oxford, is a Senior Fellow of the Financial Services Institute of Australia and holds numerous not for profit directorships.Giles sits at the forefront of breaking ground in investing for positive impact.

The landscape for investing responsibly and for positive impact is rapidly changing.  Pressure is building from all stakeholders including government, shareholders, industry funds and investors generally. In this podcast we will decipher the jargon, work through the history and have on honest discussion about some of the barriers, pitfalls and misinformation that can surround this space.

In this Episode, David and I explore the financial and mental aspects of Retirement which can mean different things for different people – some sail into retirement and don’t look back – have hobbies/interests/passions they jump straight into – others find it more challenging.  Perhaps they have been so focused on retirement as an end goal that they haven’t really thought about what the other side looks like – so lets explore how you can prepare and plan for this key life transition!

Growing your Superannuation is the foundation through which you can plan for a comfortable retirement in a tax effective way. For many, there can be a sense of overwhelm due to the complexity of the system and all the rules that have to be adhered such that it gets put it in the too hard basket. What is not commonly known is that our super system is the envy of the world and whilst we can always find fault in any system – on balance, if you haven’t already started to get your head around super – please start today – one day, for most of us, it could well become our most valuable asset …..

Terri Watson is the brainchild of The Healthy Wallet Project which is an affordable, do-able, "hands on", 90 day project that helps you develop a money plan, change your money stories and mindset around money.

Grant Hackett OAM joins me on this not to be missed episode as we explore Investment Bonds, life since swimming, goal setting, overcoming obstacles and everything in between. Enjoy!

For many, giving back to community is something we would like to do more of but may struggle to find the time in our busy lives.  Meet Charis Campbell, Donelle Parkin and Chloe Leow - three of my favourite people who inspire "me" to strive to do more and I have no doubt they will inspire you too. In their own unique ways, they consciously  “ give back “ and whilst they may tackle it differently, for all three, it is simply just a part of who they are. Part of their DNA …..a key to living a happy life.

To kick off Season 2, we will explore the "mind - money connection". To take us through how we can identify and start to move past money blocks and limiting beliefs, I am joined by an expert in this space - Christina Cabrera from Wisdom of Wealth.

ASIC nominate inadequate cash flow as the number one reason why businesses fail and According to the ABS – approximately 60% of small businesses cease within their first three years of operation. Sobering statistics that have no doubt been amplified with countless businesses having been negatively affected by Covid 19. Good Cashflow management is one of the most fundamental elements of running a financially sound business and often the most under-rated and overlooked. In this episode, I am joined by Dean Gilkison, Director at The Gilkison Group and Iggy Moro, Director at Walker Wayland.  Join us as we unpick how to tackle this critical success factor for small business. 

Join me as Donna Powell talk through the factors that lead to divorce, what you can do to prepare and ways in which you can get support.

he Good Money Habits – Episode 11 In this episode, Trish Prince joins me in the studio to interview David Dix from Atrium Funds management as we dig into the fundamentals of portfolio construction. Investing is not a ‘one size fits all’ and in this episode we explore some of the key factors and elements that should be taken into consideration when designing investment portfolios With thanks to my co-host Trish Prince and our guest David Dix. You can find Trish Prince from Fitzpatrick Private Wealth here: And learn more about David Dix from Atrium Funds Management here: Legal Disclaimer This episode in intended to be general information by nature and might not be appropriate for your personal circumstances. Get in touch: If you enjoyed this episode, please leave a review on Apple podcasts or Spotify. I would love your feedback on the episode – contact julia@lighthousecapital.com.au Follow Julia Schortinghuis: Twitter: twitter.com/lighthouse190 Instagram: Instagram.com/julia_schortinghuis Linkedin: linkedin.com/in/Julia-schortinghuis Facebook: facebook.com/thegoodmoneyhabits