OTG Capital - Blog , financial adviceOTG Capital - Blog , financial advicehttps://www.otgcapital.com.au/blogs/financial-adviceWed, 22 Apr 2026 21:38:14 +1000http://zoho.com/sites/<![CDATA[Portfolio Construction - Dollars & Making Sense 8 April 2025]]>https://www.otgcapital.com.au/blogs/post/portfolio-construction-dollars-making-sense-8-april-2025Constructing a long term investment portfolio can be relatively simply if you follow some basic steps. Six of them in fact! And we're covering them off in today's show, check out the blog for references and Kerry's wise words of wisdom. If you fail to plan, you plan to fail!]]>
choosing an adviser
We welcome a new presenter to the show, Kerry Said from Wealth Creation Advisors.  Kerry is a 30 year industry veteran who specialises in SMSFs and working with clients to achieve their financial goals.  Constructing a long term investment portfolio can be relatively simply if you follow some basic steps.  Six of them in fact! And we're covering them off in today's show, check out the blog for references and Kerry's wise words of wisdom.  If you fail to plan, you plan to fail!

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 08 Apr 2025 09:00:00 +1000<![CDATA[Quality of Advice - Dollars & Making Sense - 13 Sept 2022]]>https://www.otgcapital.com.au/blogs/post/quality-of-advice-dollars-making-sense-13-sept-2022The Quality of Advice Levy consultation paper is before Treasury for consideration. We discuss the outcomesl here on Dollars & Making Sense]]>
quality of advice review

Philippa Hunt joins me again to review the Quality of Advice Levy Consultation paper that is before Treasury, and you'll wonder why is this important to you?  The future of the advice industry and how you as consumers access advice is at stake.  Join Philippa and I as we discuss the ramifications here on Dollars & Making Sense, a weekly program about money, finance and investing.


@RNB

@Radio Northern Beaches


]]>Tue, 20 Sep 2022 09:00:00 +1000<![CDATA[Covid Money Stress - Dollars & Making Sense - 2 Nov 2021]]>https://www.otgcapital.com.au/blogs/post/Covid-StressHow did you fare through Covid, could you have done better? Find out to be better prepared next time with Phil Osborne]]>
plan for the unexpected

Phil Osborne joins me at the microphone this week to discuss how to deal with Covid Stress, and come out the other side in better shape than coming in.  Did we plan well for this one in a 100 year event or not?  What lessons can we learn for the next time, and will we have to wait another 100 years for an equally momentous occasion or something big just around the corner?  Join us on Dollars & Making Sense, a weekly show about money, finance and investing.


@RNB

@Radio Northern Beaches

]]>Tue, 02 Nov 2021 09:22:39 +1100<![CDATA[Advice - Dollars & Making Sense - 31 Aug 2021]]>https://www.otgcapital.com.au/blogs/post/advicelisten in and find out the key differences between general advice and personal advice from an industry expert, Phil Osborne]]>

Our new show features Phil Osborne, Responsible Manager, Financial Planner, Compliance Expert and founder of Philborne Financial Consulting (www.philborne.com).


In Phil's recent article "Take My Advice" in Tax & Super Australia, he provides some sage information and education on what types of advice are in the market today, and their very important differences.


Our conversation with Phil focusses on personal advice as well as General Advice, some wonderful information if you are investing your hard earned money.

So tune in, have a listen either to our podcast or our regular radio show on Radio Northern Beaches every Tuesday morning from 8am.

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