In this final episode of our collaboration with Allan Gray Funds, Amanda sits down with LJ Collyer to reflect on a deep dive into investment philosophy and market resilience. As market cycles come and go, LJ explains why the core of successful investing isn't just about numbers—it's about mastering human behavior. From the pitfalls of chasing AI fads to the benefits of a global research "sounding board," this episode provides a professional roadmap for staying the course in an unpredictable financial landscape.

https://www.allangray.com.au/

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In this episode of Financial Secrets Revealed, Amanda welcomes back Simon Mawhinney from Allan Gray to explore the intricacies of the Allan Gray Stable Fund. Often perceived as a "boring" or cash-heavy option, Simon reveals the sophisticated, contrarian strategy behind the fund that prioritizes capital preservation and low volatility while seeking to outperform traditional cash holdings. Whether you are a retiree looking for tax-efficient returns or an investor seeking a "safe harbor" in an expensive market, this discussion provides a comprehensive look at how discipline and patience drive long-term stability.

https://www.allangray.com.au/

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Welcome to the Financial Secrets Revealed podcast, continuing our collaborative series with Allan Gray Australia! In this episode, Amanda sits down with Dr. Suhas Nayak, a seasoned Portfolio Manager at Allan Gray Australia. Dr. Nayak, who manages approximately 35% of the Allan Grey Australia Equity Fund, provides an insightful exploration into the firm’s commitment to contrarian investing and how this philosophy drives the performance and risk management of the Equity Fund. Listen as Dr. Nayak details how focusing on price and challenging market sentiment leads to significant investment opportunities.

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Welcome back to the Financial Secrets Revealed podcast! In this special collaborative episode with Allan Gray Funds, Amanda speaks with Simon Mawhinney, the Managing Director and Chief Investment Officer (CIO) of Allan Gray Australia. Simon, who is responsible for overseeing the firm's investment strategy and fund performance, provides a deep dive into Allan Gray's unwavering contrarian investment philosophy, revealing how this bottom-up approach shields investors from permanent loss of capital and uncovers value in a highly dislocated Australian market. Learn why challenging the conventional wisdom—and avoiding the market's most expensive names—is key to long-term success.

https://www.allangray.com.au/

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Join Amanda Cassar and LJ Collyer as they explore Allan Gray’s remarkable journey — from its founding in South Africa in 1973 to its expansion into Australia and global partnership with Orbis. Discover the enduring investment philosophy that underpins their funds: long-term thinking, contrarian insights, and a deep commitment to investor outcomes.

https://www.allangray.com.au/

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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.

Amanda Cassar meets with Stephen Bailey, Scottish Whisky Investment Specialist from Melbourne, to discuss investment in the fabulous drop.

Stephen is a former financial adviser, who like me – enjoys a wee dram now and then. His personal preferences in the golden drop sparked further interest in investing in cask whisky from Scotland.

Stephen discusses how to get in at an entry level, time frames, possible returns and exit strategies – all which need to be taken into consideration when wanting to invest in the water of life - whisky. Global demand for whisky (Uisge Beatha) is still expected to grow by 5% until at least 2034. In 2023, 43 bottles of scotch were sold globally, every second!

We discuss how to take that leap from loving your favourite tipple to investing for the longer term. Do you think you’ll give a dram about investing in whisky?

We’re enjoying Meeting the Professionals in Season 3 and wrapping up with Stephen and an alternate option – whisky!

This podcast is for general information purposes only. It does not take into account your personal circumstances or goals and is not to be considered personal advice. Please discuss your needs with your financial adviser.

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Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books

Booktopia: Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | Booktopia

Barnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)

Connect with Stephen

Stephen Bailey | LinkedIn Stephen Bailey - LinkedIn profile

Whisky Cask Club: Overview | LinkedIn

Whisky Cask Club | Scottish Single Malt | Whisky Cask Investments – Website

Welcome to the Scotch Whisky Association (scotch-whisky.org.uk)

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Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedIn

Websites:

• https://amandacassar.com.au/
• https://www.wealthplanningpartners.com.au/ (company website)
• https://trustedagedcare.com.au/ (company website)
• Financial Adviser - Amanda Cassar (adviserratings.com.au)

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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.

Amanda Cassar here meets with Scherrie Prince who lost her mother whilst still a minor, and then her grandparents. After their passing, the absence of a will or trust set off a series of painful conflicts among her family resulting in one aunt losing her rightful inheritance due to inadequate financial guidance and crippling debt.

Scherrie L. Prince is an attorney and asset protection coach who teaches entrepreneurs how to merge their business plan with their estate plan to create a moat around their assets. For over a decade she has taught, led, and counseled entrepreneurs at every phase of their business. Scherrie has the keen ability to deliver uncommonly original and useful tools in a dynamic and engaging way. She brings to your audience experience in asset protection, estate planning, and business planning.

We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed learning more about the importance of asset protection and having the right mindset to get through what needs to be done.

This podcast is for general information purposes only. It does not take into account your personal circumstances or goals and is not to be considered personal advice. Please discuss your needs with your financial adviser.

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Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books

Booktopia: Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | Booktopia

Barnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)

Connect with Scherrie

Scherrie L. Prince | LinkedIn Scherrie Prince LinkedIn profile

Asset Protection Blueprint Webinar | Safeguard Your Assets & Privacy (scherrieprince.com) Website

Scherrie L. Prince - YouTube Scherrie’s You Tube site – Play. Big. Faster.

Facebook Follow Scherrie on Facebook

Scherrie L. Prince | Attorney. Speaker. Coach. (@scherriespeaks) Instagram

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Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedIn

Websites:

• https://amandacassar.com.au/
• https://www.wealthplanningpartners.com.au/ (company website)
• https://trustedagedcare.com.au/ (company website)
• Financial Adviser - Amanda Cassar (adviserratings.com.au)

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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.

Amanda Cassar meets with Bob DePasquale, the Generosity Guy.

Bob shares the lessons he learned in college and now runs with the mantra – giving is receiving. 2001 was a massive year for Bob, not only with a diagnosis of cancer at 18, but the end of life as we knew it with the destruction of the Twin Towers. Bob now helps growth-oriented organisations attract top talent and the most loyal customers.

We discuss why generosity is important, and the key to good business is to offer more than what is expected. That means offering more to your executives, partners and customers. Generosity makes all parties involved feel good and best of all, it’s contagious.

We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed learning more about generosity with Bob DePasquale.

This podcast is for general information purposes only. It does not take into account your personal circumstances or goals and is not to be considered personal advice. Please discuss your needs with your financial adviser.

Offer

Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books

Booktopia: Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | Booktopia

Barnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)

Connect with Chris

Bob DePasquale, CFP®CAP® "The Generosity Guy" 😃 | LinkedIn Bob DePasquale LinkedIn profile

Bob DePasquale Bob’s Website

Speaking of Impact on Apple Podcasts Speaking of Impact Podcast

Amazon.com: Personal Finance in a Public World: How Technology, Social Media, and Ads Affect Your Money Decisions: 9781637306659: DePasquale, Bob: Books Personal Finance in a Public World – Bob’s Book

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Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedIn

Websites:

• https://amandacassar.com.au/
• https://www.wealthplanningpartners.com.au/ (company website)
• https://trustedagedcare.com.au/ (company website)
• Financial Adviser - Amanda Cassar (adviserratings.com.au)

Support the show