In this episode of Money Talk, Real Talk, Suzanne Alexander and Trish Gregory speak with Pascale Hellier to discuss the intricacies of superannuation, focusing on the differences between retail super funds and self-managed super funds (SMSFs). Pascale explains the flexibility and responsibilities that come with managing an SMSF, including the types of assets that can be held and the importance of having a solid investment strategy. The conversation also delves into the tax efficiencies associated with superannuation and the long-term strategies necessary for effective retirement planning. Additionally, Pascale highlights the regulatory landscape surrounding SMSFs and the importance of compliance.Enjoy!Suzanne & TrishRESOURCES:https://www.linkedin.com/in/pascale-helyar/https://www.instagram.com/dare.to.be_rich/https://growmymoney.com.au/ Email: moneytalkrealtalkpod@gmail.comDisclaimer:The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

In this episode of Money Talk, Real Talk, Suzanne Alexander and insurance expert Trish Gregory delve into the complexities of insurance within superannuation.

We discuss the implications of having insurance inside super, the pros and cons of different insurance options, and the recent changes in regulations that affect coverage.

The conversation emphasises the importance of understanding insurance policies, making informed decisions about coverage, and the potential risks of cancellation due to inactivity.

Enjoy!

Suzanne & Trish

Email: moneytalkrealtalkpod@gmail.com

Disclaimer:

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

Co-hosts Trish Gregory and Suzanne Alexander welcome financial educator and superannuation superstar Jenny Rolfe-Wallace as they talk about the basics of superannuation, risk profiles and product disclosure statements.

If super has ever felt overwhelming or out of reach, this episode is for you.

Enjoy!

Suzanne & Trish

Email: moneytalkrealtalkpod@gmail.com

Disclaimer:

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

In this episode we're delving into the Eight Money Types created by Deborah Price, Founder of the Money Coaching Institute .

Listen in to learn how understanding these can transform the way you earn, spend, save and invest.

Enjoy!

Suzanne & Trish

Email: moneytalkrealtalkpod@gmail.com

Money Type Quiz: https://mindfulfinances.com.au/take-money-type-quiz/

Disclaimer:

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

Co-hosts Trish Gregory and Suzanne Alexander delve into the intricate relationship between our nervous system and financial behaviours.

We explore how our emotional responses, shaped by past experiences and traumas, influence our money decisions.

Our conversation highlights the importance of understanding the fight, flight, freeze, and fawn responses in relation to financial stress and decision-making.

Suzanne shares practical techniques, such as breathwork, to help regulate the nervous system and improve financial habits.

Financial security is not just about practical tools but also about emotional well-being and mindset.

Enjoy!

Suzanne & Trish

Email: moneytalkrealtalkpod@gmail.com

Disclaimer:

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

This week, Trish is speaking with Co-Host and Certified Money Coach & Mentor, Suzanne Alexander, about what it truly means to reset financially for a new year. While many focus on budgets or resolutions, Suzanne teaches that our beliefs, identity and nervous system play an important role in having financial success.

Enjoy!

Suzanne & Trish

Welcome to 2026! In today’s episode, we’re diving into practical ways to make the most of your money this year, and the mindset shifts that will help you thrive.

Whether you’re setting new goals, breaking old habits, or just looking for a fresh start, this is your roadmap to a year of financial clarity and confidence.

Suzanne & Trish

Your teen is about to face BNPL, credit cards, and social media pressure. Are they ready?Financial independence isn’t just about earning money—it’s about making smart choices, avoiding traps, and planning for the future. Today, Suzanne & Trish cover the essential skills every teen needs before leaving home, from budgeting and saving to understanding debt and digital finance.

Enjoy!

Suzanne & Trish

Email: moneytalkrealtalkpod@gmail.com

Disclaimer

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need.

Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.