OTG Capital - Blog #financial adviceOTG Capital - Blog #financial advicehttps://www.otgcapital.com.au/blogs/tag/financial-adviceWed, 10 Jun 2026 12:14:49 +1000http://zoho.com/sites/<![CDATA[Australian Shareholders Association - Dollars & Making Sense 26 May 2026]]>https://www.otgcapital.com.au/blogs/post/australian-shareholders-association-dollars-making-sense-26-may-2026We chat to Rachel Waterhouse of the ASA about what's happening in the listed world of investments]]>
choosing an adviser
Rachel Waterhouse, CEO of the ASA was last on the show in 2023.  Much has happened since then, and it has been too long since we've caught up with what's happened in that time.  Shareholder advocacy, community investor groups, ongoing financial education are all part of the ASA delivers to its members.  Rachel rejoins us to refresh this information and also catch up on new online initiatives to engage with younger investors and the growing cadre of those interested in digital assets and how best to consider their next moves.  Never a dull moment when you're engaging with Australian listed companies, here on Dollars & Making Sense.  Check ASA out at https://www.australianshareholders.com.au/ .

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 26 May 2026 09:00:00 +1000<![CDATA[Income Protection & Super Pt 4 - Dollars & Making Sense - 3 Feb 2026 - Summer Series #8]]>https://www.otgcapital.com.au/blogs/post/income-protection-super-pt-4-dollars-making-sense-3-feb-2026-summer-series-8This wraps up and brings together an important element of how super not only saves for your retirement, yet also can incapsulate insuring your most important asset - You!]]>
choosing an adviser
This show is a repeat from earlier this year, we hope you enjoy it!

In our final installment on life cover inside superannuation, Natasha Panagis from IFPA elaborates on the detail of temporary incapacity and how that varies with the other types of life cover in previous episodes.  There are tax benefits and tips & traps to be aware of, tune in to find out why this form of cover is increasingly important for those needing to ensure continuity of earnings.  This wraps up and brings together an important element of how super not only saves for your retirement, yet also can incapsulate insuring your most important asset - You!

@FMRNB

@Radio Northern Beaches                                                                                              

]]>Tue, 03 Feb 2026 09:00:00 +1100<![CDATA[Trump 2.0 - Dollars & Making Sense 13 Jan 2026 - Summer Series #5]]>https://www.otgcapital.com.au/blogs/post/trump-2.0-dollars-making-sense-13-jan-2026-summer-series-5Trump 2.0]]>
choosing an adviser
A year ago Biden was still in the presidential race, Trump had been shot and Albo was written off by the media as a lost cause.  So what's happened in 12 months, and what's the impact on investing, money supply, interest rates and the general outlook?  We welcome back CEO of Coredata, of the world's leading financial research houses to discuss what's going on, and whether "boring is the new sexy".  Some key takeways you don't want to miss on Dollars & Making Sense, a weekly show about finance, money & investing.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 13 Jan 2026 09:00:00 +1100<![CDATA[Couples & Money Part 2 - Dollars & Making Sense 16 Sep 2025]]>https://www.otgcapital.com.au/blogs/post/couples-money-part-2-dollars-making-sense-16-sep-2025Part 2 of an excellent series on couples fighting over money]]>
choosing an adviser
We continue our discussion on dealing with couples that fight over money and the causes and potential solutions.  Drawing on some excellent research from the Journal of Social & Personal Relationships done in 2023, we discuss important issues around themes in a couple including fairness, equality and balance, together with compromise and approaches to better budgeting and financial management in couples.  What is the fair share when the work if valued differently, and do separate bank accounts work or not?  Great discussion points and an excellent completion of this series in Part 2.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 16 Sep 2025 09:00:00 +1000<![CDATA[Couples Fighting Over Money - Dollars & Making Sense 2 Sep 2025]]>https://www.otgcapital.com.au/blogs/post/couples-fighting-over-money-dollars-making-sense-2-sep-2025We discuss important issues around themes in a couple including fairness, equality and balance, together with compromise and approaches to better budgeting and financial management in couples. Part 1 of an excellent 2 part series.]]>
choosing an adviser
We welcome back Queen Chilenga, a financial social worker providing education and coaching in the Kalgoorlie community is eastern WA.  Queen has first hand experience in dealing with couples that fight over money and the causes and potential solutions.  Drawing on some excellent research from the Journal of Social & Personal Relationships done in 2023, we discuss important issues around themes in a couple including fairness, equality and balance, together with compromise and approaches to better budgeting and financial management in couples.  Part 1 of an excellent 2 part series.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 02 Sep 2025 09:00:00 +1000<![CDATA[Income Protection & Super Pt 4 - Dollars & Making Sense 26 Aug 2025]]>https://www.otgcapital.com.au/blogs/post/income-protection-super-pt-4-dollars-making-sense-26-aug-2025This wraps up and brings together an important element of how super not only saves for your retirement, yet also can incapsulate insuring your most important asset - You!]]>
choosing an adviser
In our final installment on life cover inside superannuation, Natasha Panagis from IFPA elaborates on the detail of temporary incapacity and how that varies with the other types of life cover in previous episodes.  There are tax benefits and tips & traps to be aware of, tune in to find out why this form of cover is increasingly important for those needing to ensure continuity of earnings.  This wraps up and brings together an important element of how super not only saves for your retirement, yet also can incapsulate insuring your most important asset - You!

@FMRNB

@Radio Northern Beaches                                                                                              

]]>Tue, 26 Aug 2025 09:00:00 +1000<![CDATA[Super Tax - a Different View - Dollars & Making Sense 22 Jul 2025]]>https://www.otgcapital.com.au/blogs/post/super-tax-a-different-view-dollars-making-sense-22-jul-2025Michelle Griffiths of TAG Financial Services returns to put forward some great ideas about what can be done about working with the proposed new super tax structures. Maybe the sky isn't falling down around our ears at this time?]]>
choosing an adviser
Maybe there's a silver lining to the proposed super tax.  Michelle Griffiths of TAG Financial Services returns to put forward some great ideas about what can be done about working with the proposed new super tax structures.  Maybe the sky isn't falling down around our ears at this time?  Check this interview out for great tips and tricks on the next steps in adjusting and calibrating your superannuation, always value add on Dollars & Making Sense

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 22 Jul 2025 09:00:00 +1000<![CDATA[Trump 2.0 - Dollars & Making Sense 15 Jul 2025]]>https://www.otgcapital.com.au/blogs/post/trump-2.0-dollars-making-sense-15-jul-2025the common tips and traps surrounding contributions to your retirement (superannuation!). Many are still forgetting the basics, and its worth going back over for sure. This includes the work test, concessional and NCCs, spouse contributions and a number of others.]]>
choosing an adviser
A year ago Biden was still in the presidential race, Trump had been shot and Albo was written off by the media as a lost cause.  So what's happened in 12 months, and what's the impact on investing, money supply, interest rates and the general outlook?  We welcome back CEO of Coredata, of the world's leading financial research houses to discuss what's going on, and whether "boring is the new sexy".  Some key takeways you don't want to miss on Dollars & Making Sense, a weekly show about finance, money & investing.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 15 Jul 2025 12:29:01 +1000<![CDATA[Income Protection & Super - Dollars & Making Sense 6 May 2025]]>https://www.otgcapital.com.au/blogs/post/income-protection-super-dollars-making-sense-6-may-2025This wraps up and brings together an important element of how super not only saves for your retirement, yet also can incapsulate insuring your most important asset - You!]]>
choosing an adviser
In our final installment on life cover inside superannuation, Natasha Panagis from IFPA elaborates on the detail of temporary incapacity and how that varies with the other types of life cover in previous episodes.  There are tax benefits and tips & traps to be aware of, tune in to find out why this form of cover is increasingly important for those needing to ensure continuity of earnings.  This wraps up and brings together an important element of how super not only saves for your retirement, yet also can incapsulate insuring your most important asset - You!

@FMRNB

@Radio Northern Beaches                                                                                              

]]>Tue, 03 Jun 2025 16:08:32 +1000<![CDATA[Income Protection & Super Pt 4 - Dollars & Making Sense 3 Jun 2025]]>https://www.otgcapital.com.au/blogs/post/income-protection-super-pt-4-dollars-making-sense-3-jun-2025This wraps up and brings together an important element of how super not only saves for your retirement, yet also can incapsulate insuring your most important asset - You!]]>
choosing an adviser
In our final installment on life cover inside superannuation, Natasha Panagis from IFPA elaborates on the detail of temporary incapacity and how that varies with the other types of life cover in previous episodes.  There are tax benefits and tips & traps to be aware of, tune in to find out why this form of cover is increasingly important for those needing to ensure continuity of earnings.  This wraps up and brings together an important element of how super not only saves for your retirement, yet also can incapsulate insuring your most important asset - You!

@FMRNB

@Radio Northern Beaches                                                                                              

]]>Tue, 03 Jun 2025 09:00:00 +1000