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  • Quarterly Portfolio Update: Oil, Rates & Property Outlook | Episode #176
    2026/09/14

    Ben and Sam also take a closer look at companies including JB Hi-Fi, Stockland, CSL and WiseTech Global, discussing recent performance and what they're watching moving forward.

    With plenty of moving pieces, the focus remains on looking beyond short-term market noise and thinking about what the next few years could bring.

    If you'd like to get in touch with us:

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    If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at

    BbfpHome - Burke Britton Financial Partners or book a 15min call to see how we can help you via https://outlook.office365.com/book/BB... Burke Britton Financial Partners. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

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    36 分
  • Quarterly Portfolio Update: Inflation, Rates & Where We're Positioned - with Ben Kemp & Jonathan Tolub | Episode #174
    2026/09/07

    Ben catches up with JT from Invest Sense on what's been driving markets and how our portfolios are positioned going forward.

    They start with inflation, which has crept back up to 3-4% in Australia thanks to a mix of global pressures (like the conflict in Iran) and local ones (rents, wages), with the RBA expected to raise rates once or twice more this year. They also look at the US, where a new Fed chairman and rising government debt are pushing bond yields higher.

    The message throughout: building steady, reliable portfolios that can handle whatever markets throw at them.

    Questions about your portfolio? Get in touch If you'd like to check us out: Facebook: / / burkebrittonfp Instagram: / / burkebrittonfp TikTok: / / burkebrittonfp Spotify: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU?si=e0d5e597d57b4f79 ... If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/sche... You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.
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    46 分
  • Death Tax in Australia: What's Really Being Taxed When You Inherit? | Episode #174
    2026/08/31
    "Death tax" doesn't officially exist in Australia, but plenty of hidden taxes hit estates and beneficiaries anyway. In this episode, we break down where these costs actually come from and how to plan around them before it's too late. We break down: Why super proceeds paid to non-dependent adult children can trigger tax (and what happened to the old anti-detriment offset)How capital gains tax quietly eats into estates during the asset liquidation processThe stamp duty trap when one sibling takes over a shared propertyUpcoming testamentary trust changes (flat 30% tax on distributions) and the "tax by stealth" headlines behind themWhy losing capacity (for example via power of attorney) can lock families out of better planning optionsThe importance of record keeping, including the story of the forgotten Commonwealth Bank shares now worth $350KWhy early, personalised estate planning is the real solution, not one size fits all trust structures If you're inheriting assets, acting as an executor, or just want to protect your family's wealth for the next generation, this conversation is worth your time. If you'd like to get in touch with us: Facebook: https://www.gstatic.com/youtube/img/w... Instagram: https://www.gstatic.com/youtube/img/w... TikTok: https://www.gstatic.com/youtube/img/w... Spotify: https://open.spotify.com/show/5k17gfi... If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at BbfpHome - Burke Britton Financial Partners or book a 15min call to see how we can help you via https://outlook.office365.com/book/BB... Burke Britton Financial Partners. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.
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    19 分
  • How to Build a Leadership Team Without Burning People Out - with Aimee Lucas | Episode #173
    2026/08/24

    In this episode of Fine Answers, Jay sits down with Aimee Lucas, Practice Manager at Burke Britton, for a raw and honest conversation about what it really takes to build a team — and build leaders — inside a growing small business.

    Aimee shares her 15-year journey from receptionist to PA to running the operational side of the business, and the mindset shifts that came with it. She and Jay dig into the real lessons learned along the way: why relationships are the foundation of everything, how transparency about business goals changes the way a team shows up, why "hire slow, fire fast" became a guiding principle, and how self-reflection turned out to be the hardest — and most valuable — skill to develop as a leader.

    They also talk about the challenge of stepping back from "doing" to "leading," how to support a team member who says they're overwhelmed, why personality differences matter more than people think, and how technology and AI are being used as a force multiplier for relationships — not a replacement for them.

    This is an unscripted, behind-the-scenes look at what it actually looks like to grow a business and grow people at the same time.

    In this episode:

    • Aimee's journey from reception to Practice Manager
    • Why relationships are the #1 lever in leadership
    • Building transparency and trust with your team
    • The "hire slow, fire fast" philosophy
    • Supporting team members through overwhelm
    • Letting go of "doing" to focus on leading
    • Using AI as a force multiplier, not a replacement

    If you enjoyed this episode, subscribe for more honest conversations about leadership, business growth, and building great teams.

    If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://bookings.cloud.microsoft/book/BBFP@bbfp.com.au/s/Mch8gUZK6U2W9Lmg86-jmg2?ismsaljsauthenabled=true

    PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

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    39 分
  • Navigating Dementia & Aged Care as a Family | Fine Answers Podcast Episode 172
    2026/08/16

    Watching a parent navigate dementia brings challenges that no family can fully prepare for.

    In this episode of the Fine Answers Podcast, Jay is joined by his wife, Kari Burke, for a personal conversation about their family's experience supporting Kari's dad through frontotemporal dementia and his eventual transition into aged care.

    They discuss the early changes they began noticing, including increased anxiety, social withdrawal, changes in driving and everyday behaviour, and the difficulty of getting someone assessed when they don't necessarily recognise those changes themselves.

    Jay and Kari also share what they learned while navigating My Aged Care, respite and permanent care, the financial considerations involved, and the importance of having family members who are prepared to advocate and make difficult decisions when needed.

    Key takeaways:
    ✔️ Dementia can present differently from person to person, and the early signs may not always be obvious.
    ✔️ Seeking an assessment can be difficult when a loved one doesn't recognise that something has changed.
    ✔️ Moving from independent living into respite or permanent aged care can involve both emotional and practical challenges. ✔️ Understanding the aged care system and the financial implications early can help families make more informed decisions. ✔️ Having someone willing to advocate for an ageing parent can make a significant difference throughout the process. If you'd

    like to get in touch with us:
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    Spotify: https://open.spotify.com/show/5k17gfi...

    If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at https://www.bbfp.com.au or book a 15min call to see how we can help you via https://outlook.office365.com/book/BB... Burke Britton Financial Partners. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

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    1 時間 6 分
  • The Financial Foundations to Build in Your 20s | Young Minds Podcast | Episode 12
    42 分
  • Why Australians Are Rethinking Their Super Funds | Fine Answers Podcast Episode 171
    2026/08/03

    Is your super fund still the right fit for you?

    Industry super funds have long been a popular, low-cost option for Australians, but recent outflows suggest more people are beginning to reconsider where and how their retirement savings are managed.

    In this episode of the Fine Answers Podcast, Jay Burke and Ben Kemp discuss what may be driving this shift and why Australians are taking a greater interest in their super as balances continue to grow.

    They explore:

    ✔️ Why service, accessibility and transparency are becoming increasingly important

    ✔️ How retail funds, wrap platforms and self-managed super funds differ from traditional industry funds

    ✔️ Why low fees should not be the only factor considered when comparing super options

    ✔️ The importance of understanding how your money is invested and whether it reflects your risk profile

    ✔️ Why the right fund depends on your individual circumstances, goals and stage of life

    An industry fund may still be an appropriate option for many people. The important question is whether you understand what you have and why it suits you.

    Your super could become one of your largest financial assets, so it is worth taking an active interest in how it is managed.

    If you'd like to get in touch with us:
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    Spotify: https://open.spotify.com/show/5k17gfi...

    If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at https://www.bbfp.com.au or book a 15min call to see how we can help you via https://outlook.office365.com/book/BB... Burke Britton Financial Partners. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

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    20 分
  • What Every Family Should Know About Funeral Planning | Fine Answers Podcast Episode 170
    53 分