Running a business raises tough money questions:

💡 How do I minimise tax and protect my assets?

💡 Should I invest personally or through my business?

💡 What happens to my business if something happens to me?

💡 How do I plan my exit strategy — and actually extract value?

In this episode, Victor unpacks the financial decisions every business owner must face, from structuring for protection to making your profits work harder through super, smart debt, and investments.

Timestamps:

00:00 Structuring your business for tax + asset protection

01:20 Family trusts and why they matter

03:33 Return on equity and investing back into your business

04:56 Planning your exit strategy (and what you can actually sell)

05:34 Using business profits for long-term wealth (super + debt recycling)

👉 Like what you hear? Subscribe for more insights on building and protecting wealth.

Any discussion in this episode does not take into account your objectives, financial situation or needs. Before acting on it, you should consider whether it’s appropriate to you, in light of your objectives, financial situation or needs. For tailored support, speak with a licensed professional about your financial planning or financial services needs today.

Work with Victor Idoko (CFV Advisory):

🌐 cfvadvisory.com.au

🔗 More ways to connect - https://linktr.ee/cfvadvisory

#Business #FinancialPlanning #ElevateYourWealth #CFVAdvisory

Hosted on Acast. See acast.com/privacy for more information.

Biophilic design, wellness-focused interiors, and evidence-based design can boost your productivity, improve wellbeing, and even grow your wealth. Ozge Fettahlioglu, Managing Director of Box Areno, joins Victor Idoko to share proven strategies and real-life examples that deliver results you can see and feel.

🎁 Special Offer: Get 10% off a tailored biophilic design consultation — plus a complimentary gift for all entrants! Enter here: https://tinyurl.com/biophilicdesignnow

What you'll learn in this Elevate Your Wealth episode:

- How biophilic design can lift productivity, creativity, and wellbeing

- The ROI benefits of evidence-based design for property and business

- Cost-effective design changes with big impact

- Common mistakes that harm performance and value

Timestamps:

00:00 – Meet Ozge & the design–wealth–wellness connection

02:10 – From burnout to biophilic design

04:47 – Simple, high-impact design fixes

05:50 – Evidence-based design and ROI

09:23 – Real-world results: sales and productivity gains

13:04 – Common mistakes to avoid

23:13 – Designing spaces to fight burnout

Any discussion in this video does not take into account your objectives, financial situation or needs. Before acting on it, you should consider whether it’s appropriate to you, in light of your objectives, financial situation or needs. For tailored support, speak with a licensed professional about your financial planning or financial services needs today.

Connect with Victor:

👔 LinkedIn: Victor Idoko - https://www.linkedin.com/in/victor-idoko-cfa-a5799076

📸 TikTok: @victoridokowlthadv

Follow us:

➡️ Website: https://cfvadvisory.com.au/

➡️ FB / IG: / cfvadvisory

➡️ LinkedIn: / cfv-advisory

➡️ YouTube: / ‪ @victoridokocfv

Connect with Ozge / Boxareno

👔 LinkedIn: Ozge Fettahlioglu - / ozgefettahlioglu/

➡️ Instagram: / @cocoplumstyle

➡️ Website: http://www.boxareno.com.au/

#BiophilicDesign #WealthAndWellness #EvidenceBasedDesign #InteriorDesignTips #ElevateYourWealth

Hosted on Acast. See acast.com/privacy for more information.

Buying a property is a big deal — and navigating finance doesn’t have to be confusing. In this episode of the Elevate Your Wealth podcast, Lauren Worldon, Founder of Apex Mortgage Advisory, joins Victor Idoko to break down how first home buyers, families, and solo professionals can make smarter decisions around lending, borrowing, and structuring property finance.

With years of experience in both banking and broking, Lauren shares her real-world insights into what lenders actually look for, why pre-approval matters, and how smart debt structuring can put thousands back into your pocket over time. Whether you're buying your first place, refinancing, or just trying to understand how mortgages work — this one’s for you.

🎧 In this episode, you'll learn:

✅ How mortgage brokers assess borrowing capacity and goals

✅ Why structuring your loan properly from Day 1 matters

✅ How Apex helps clients prepare for property and business growth

✅ The importance of debt strategy, not just loan approval

✅ What to consider if you’re self-employed or have variable income

🎁 Plus, you our dear listeners get a free copy of Lauren’s book, "A Simple Guide to Buying Your First Home in Australia" or a discounted 1-on-1 strategy call to explore your property plans.

🎙️ Timestamps:

(01:49) – What Apex Mortgage Advisory is all about

(03:55) – What first home buyers often get wrong

(05:48) – Importance of aligning finance with long-term goals

(11:15) – Partnering with professionals: broker + financial planner

(14:42) – Lauren’s view on long-term success in property

(17:25) – How Apex supports clients beyond the loan

💬 Got questions about borrowing, refinancing, or planning your next move?

Leave a comment or send us a message — we’d love to hear from you!

Connect with Victor:

👔 LinkedIn: Victor Idoko - https://www.linkedin.com/in/victor-idoko-cfa-a5799076

📸 TikTok: @victoridokowlthadv

Follow us:

➡️ Website: https://cfvadvisory.com.au/

➡️ FB / IG: / cfvadvisory

➡️ LinkedIn: / cfv-advisory

➡️ YouTube: / ‪@victoridokocfv‬

Connect with Lauren / Apex Mortgage Advisory:

🌐 Website: https://apexmortgageadvisory.com.au

👔 LinkedIn: Lauren Worldon - https://www.linkedin.com/in/lauren-worldon-b4b31a63/

📸 Instagram: @apex_mortgage_advisory

📘 Facebook: /apexmortgageadvisory

✅ Subscribe for more episodes that simplify wealth, finance, and lifestyle planning.

🎧 Available on Spotify, Apple Podcasts, and YouTube.

Hosted on Acast. See acast.com/privacy for more information.