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TRANSCRIPT: Aussie expats fear ‘serious consequences’ from ATO under proposed tax changes!
TRANSCRIPT: Hey guys on today’s episode of Compare Return we’re going to be talking to the Aussie Expats amongst us. Last Tuesday the latest budget was released and it contained some very interesting proposals for the way the ATO wants to handle Australian Expats with two main proposed changes
TRANSCRIPT: Fixed Income – How Millionaires Avoid Stock Market Crashes
TRANSCRIPT: Welcome back to Compare Return. This is the complete introduction to how you can take (as an expat) a lump sum of money and turn it into an income generating stream for retirement – and how to avoid being scammed. We’re going to go over four sectors. We’re going
TRANSCRIPT: Market Update [apr’21] Tech surges, United States stimulus, JP Morgan and the Super
TRANSCRIPT: Welcome back to Compare Return. In this week’s video we’re bringing you our April market review. There were three big stories this month. Tech profits were being reported, that’s all the big players like Google, Amazon and Facebook. We’ve also seen JP Morgan scoring an own goal in Europe,
TRANSCRIPT: Can you retire on cryptocurrency?
TRANSCRIPT: Hey guys, welcome back to Compare Return! This is not to be taken as financial advice – please seek a financial professional. This is simply me talking about this from the perspective of a financial planner. Even though this could be a very controversial topic, I’m probably going to
TRANSCRIPT: Market Update [mar’21] – Busts, Billionaires and Boats
TRANSCRIPT: Welcome to Compare Return. This week’s episode is our March 2021 market review. It’s been a crazy month in markets for March this year and there’s been a few key things happening that I want to talk to you about in this week’s episode. The first thing is the
TRANSCRIPT: The Three Biggest Mistakes Expats Make When Buying an Investment Property
TRANSCRIPT: Welcome to Compare Return. In this week’s video, we’re going to be bringing you the three biggest mistakes that expats make when purchasing an investment property and how you can avoid making those mistakes. In this week’s interview we are super lucky to be having a guest who has
TRANSCRIPT: WHY it is so important to hit this financial goal! And HOW to budget for it.
TRANSCRIPT: Hey guys, welcome to Compare Return. In today’s video we’re going to bring you a retirement game changer. What this video is about is how to set a budget and save for your first hundred thousand dollars – which is a key milestone. If you’ve already got a hundred
TRANSCRIPT: Introduction to Paul Bennet
TRANSCRIPT: Hi guys, I am Paul and today we are going to talk about the four biggest mistakes investors make. Now before we begin, I just want to make clear this is not financial advice if you feel the need for financial advice then please reach out to a qualified
TRANSCRIPT: Are you prepared to die as an Expat? Wills, Living Wills and Power of Attorney.
TRANSCRIPT: Ryan: Bruce, thank you very much for joining us today and for taking the time out of your busy schedule to come and chat to us. Bruce: Thanks a lot Ryan. I’m happy to be here. Ryan: You’ve been working with expats in Southeast Asia for quite a number
TRANSCRIPT: Market Update [feb’21] – Will the 1.9 trillion relief help?
TRANSCRIPT: Hi everyone and welcome to our market review. So, February was an interesting month as we saw our first pullback in the technology sector for quite a while, we also saw China come out with some interesting data regarding their GDP growth. The COVID vaccine and hopes for the
TRANSCRIPT: Thinking about buying a UK investment property? Watch this first. SPV structure explainer.
TRANSCRIPT: Ryan: Hi guys! Welcome to Compare Return, where it is our job to connect Expats with Experts. Today’s episode we are going to bring you the one simple trick, which could help improve the returns on your UK property investment by up to 60 percent. Now I have been
TRANSCRIPT: Why time IN the market, beats TIMING the market.
TRANSCRIPT: Hey Guys, Welcome to today’s video. It is the first on our brand-new web series called “Retire on Rails”. The series is all for digital nomads by digital nomads. We are going to take you through some financial planning lessons. Some of this is real traditional stuff but we
READY TO RETIRE: 5 part seminar series.
Don’t miss this one day training event where you’ll discover how to set your finances up so that you are READY TO RETIRE… ________________________________________________________________________________________________ … and still maintain full control over your assets and your lifestyle. The secret is knowing what tools you have at your disposal and how to
TRANSCRIPT: The Game Stop story in 5 minutes.
TRANSCRIPT: Okay! So, just to give a caveat before we get into today’s video, this is simply an explainer video and is not at all to be taken as financial advice. Cannot believe that even needs to be said but it does. So, Gamestop! Let us get stuck into it.
Holistic Advising: The 5 bucket approach
Intro: All too often we see both clients and financial advisers operating with their ‘blinkers’ on; meaning that the client hasn’t told the adviser of all their holdings, or that the adviser hasn’t factored in all the clients holdings into his/her investment strategy. A classic example of this could be
TRANSCRIPT: 5 Bucket Approach – Holistic Financial Planning
TRANSCRIPT: Hi guys! Welcome to another Compare Return video. This week’s video we are going to be talking about asset allocation and holistic financial planning. I am excited to bring you this video because it is something that I spend a lot of my time, in my job working around,
TRANSCRIPT: Election results and the stock market. One for the history books!
TRANSCRIPT: Hi guys! Welcome to Compare Returns election edition. In this week’s episode we are going to be looking at the US presidential elections which are happening today. We are going to look at certain market scenarios, given certain outcomes. We are going to look at historically, who has performed
TRANSCRIPT: Citizenship by Investment vs Financial Planning: The case for not wasting your money.
TRANSCRIPT: Hey guys! Welcome to compare return, where our job is to connect experts with experts. Today’s topic we are going to be talking about citizenship via investment versus financial planning, which is just the case for not wasting your money. So, CVI – Citizen Buy Investment is a hot
Shifts in the Offshore Industry
Shifty Agents For many of the larger service providers, volume and bottom-line have become of paramount concern. As a result, individual service and dedication to the client have suffered substantially. For many of the high-rent firms, both fees and staff turnover are high, and clients are never really sure who
Succession planning: Ensuring your children are financially supported after your death.
This article will cover succession planning by combining a beneficiary trust with a will and testament. It will ensure that your children are financially supported in the unfortunate event of death. Typically estates upon death are paid out as one big lump sum of cash as a split percentage for
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TRANSCRIPT: Aussie expats fear ‘serious consequences’ from ATO under proposed tax changes!
TRANSCRIPT: Hey guys on today’s episode of Compare Return we’re going to be talking to the Aussie Expats amongst us. Last Tuesday the latest
TRANSCRIPT: Fixed Income – How Millionaires Avoid Stock Market Crashes
TRANSCRIPT: Welcome back to Compare Return. This is the complete introduction to how you can take (as an expat) a lump sum of money and
TRANSCRIPT: Market Update [apr’21] Tech surges, United States stimulus, JP Morgan and the Super
TRANSCRIPT: Welcome back to Compare Return. In this week’s video we’re bringing you our April market review. There were three big stories this month. Tech
TRANSCRIPT: Can you retire on cryptocurrency?
TRANSCRIPT: Hey guys, welcome back to Compare Return! This is not to be taken as financial advice – please seek a financial professional. This is