The podcast is based on Amanda Cassar's book: Financial Secrets Revealed and asks people from all walks of life about their money journey. Whether surviving on Government pensions; or thriving with multi-million dollar enterprises or running global charities; Amanda wanted to go behind the scenes and unveil the financial secrets behind the people. These interviews do a deep dive into people's money stories, the lessons they've learned, how they've overcome setbacks and asks about the legacies they'd like to leave behind. Amanda is a writer, dreamer, author, blogger, regular traveler, business owner, friend, mother, wife and philanthropist. She loves good food, great wine, the company of her friends and family and a fabulous pair of heels. She totally believes that life is meant to be lived and has trekked the Bwindi Impenetrable Forest in Uganda to see the endangered Mountain Gorillas, has gone scuba diving from Lake Malawi to the Cook Islands and has her motorbike license. Amanda is the sole Director of Wealth Planning Partners, a financial advisory firm and Trusted Aged Care Services, helping families navigate the maze of Aged Care. She is a proud supporter of the financial services industry and a champion for raising financial literacy levels. Season 1 interviews those who appeared in the book. Season 2 shines the spotlight on Financial Abuse. Season 3 we Meet the Experts. This podcast is for entertainment and educational purposes only. It does not replace professional financial, tax or legal advice. Any advice is general in nature and takes no account of your personal objectives, situation or needs. Because of that, you need to consider if you should act on the information. If you purchase any product mentioned in this podcast, you should read the Product Disclosure Statement and obtain appropriate financial advice that is tailored to your personal needs.
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December 22, 2025Episode 521 min
Enduring Value: Lessons from the Allan Gray and Orbis Partnership
In this final episode of our collaboration with Allan Gray Funds, Amanda sits down with LJ Collyer to reflect on a deep dive into investment philosophy and market resilience. As market cycles come and go, LJ explains why the core of successful investing isn't just about numbers—it's about mastering human behavior. From the pitfalls of chasing AI fads to the benefits of a global research "sounding board," this episode provides a professional roadmap for staying the course in an unpredictable financial landscape.https://www.allangray.com.au/Support the show
December 20, 2025Episode 437 min
Steady by Design: Inside the Allan Gray Australia Stable Fund
In this episode of Financial Secrets Revealed, Amanda welcomes back Simon Mawhinney from Allan Gray to explore the intricacies of the Allan Gray Stable Fund. Often perceived as a "boring" or cash-heavy option, Simon reveals the sophisticated, contrarian strategy behind the fund that prioritizes capital preservation and low volatility while seeking to outperform traditional cash holdings. Whether you are a retiree looking for tax-efficient returns or an investor seeking a "safe harbor" in an expensive market, this discussion provides a comprehensive look at how discipline and patience drive long-term stability.https://www.allangray.com.au/Support the show
December 18, 2025Episode 328 min
Financial Secrets Revealed with Allan Gray Australia Portfolio Manager, Dr. Suhas Nayak
Welcome to the Financial Secrets Revealed podcast, continuing our collaborative series with Allan Gray Australia! In this episode, Amanda sits down with Dr. Suhas Nayak, a seasoned Portfolio Manager at Allan Gray Australia. Dr. Nayak, who manages approximately 35% of the Allan Grey Australia Equity Fund, provides an insightful exploration into the firm’s commitment to contrarian investing and how this philosophy drives the performance and risk management of the Equity Fund. Listen as Dr. Nayak details how focusing on price and challenging market sentiment leads to significant investment opportunities.Support the show
December 18, 2025Episode 237 min
The Art of Balance: Managing Risk and Reward Through Market Cycles
Welcome back to the Financial Secrets Revealed podcast! In this special collaborative episode with Allan Gray Funds, Amanda speaks with Simon Mawhinney, the Managing Director and Chief Investment Officer (CIO) of Allan Gray Australia. Simon, who is responsible for overseeing the firm's investment strategy and fund performance, provides a deep dive into Allan Gray's unwavering contrarian investment philosophy, revealing how this bottom-up approach shields investors from permanent loss of capital and uncovers value in a highly dislocated Australian market. Learn why challenging the conventional wisdom—and avoiding the market's most expensive names—is key to long-term success.https://www.allangray.com.au/Support the show
December 16, 2025Episode 116 min
The Allan Gray Story: From South Africa to the World of Value Investing
Join Amanda Cassar and LJ Collyer as they explore Allan Gray’s remarkable journey — from its founding in South Africa in 1973 to its expansion into Australia and global partnership with Orbis. Discover the enduring investment philosophy that underpins their funds: long-term thinking, contrarian insights, and a deep commitment to investor outcomes. https://www.allangray.com.au/Support the show
July 1, 202433 min
FSR Season 3 – Stephen Bailey
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.Amanda Cassar meets with Stephen Bailey, Scottish Whisky Investment Specialist from Melbourne, to discuss investment in the fabulous drop.Stephen is a former financial adviser, who like me – enjoys a wee dram now and then. His personal preferences in the golden drop sparked further interest in investing in cask whisky from Scotland.Stephen discusses how to get in at an entry level, time frames, possible returns and exit strategies – all which need to be taken into consideration when wanting to invest in the water of life - whisky. Global demand for whisky (Uisge Beatha) is still expected to grow by 5% until at least 2034. In 2023, 43 bottles of scotch were sold globally, every second!We discuss how to take that leap from loving your favourite tipple to investing for the longer term. Do you think you’ll give a dram about investing in whisky?We’re enjoying Meeting the Professionals in Season 3 and wrapping up with Stephen and an alternate option – whisky!This podcast is for general information purposes only. It does not take into account your personal circumstances or goals and is not to be considered personal advice. Please discuss your needs with your financial adviser.Offer Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: BooksBooktopia: Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | BooktopiaBarnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)Connect with StephenStephen Bailey | LinkedIn Stephen Bailey - LinkedIn profileWhisky Cask Club: Overview | LinkedInWhisky Cask Club | Scottish Single Malt | Whisky Cask Investments – WebsiteWelcome to the Scotch Whisky Association (scotch-whisky.org.uk)Follow Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedInWebsites: https://amandacassar.com.au/ https://www.wealthplanningpartners.com.au/ (company website)https://trustedagedcare.com.au/ (company website)Financial Adviser - Amanda Cassar (adviserratings.com.au)Support the show
June 4, 202432 min
FSR Season 3 – Scherrie Prince
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.Amanda Cassar here meets with Scherrie Prince who lost her mother whilst still a minor, and then her grandparents. After their passing, the absence of a will or trust set off a series of painful conflicts among her family resulting in one aunt losing her rightful inheritance due to inadequate financial guidance and crippling debt.Scherrie L. Prince is an attorney and asset protection coach who teaches entrepreneurs how to merge their business plan with their estate plan to create a moat around their assets. For over a decade she has taught, led, and counseled entrepreneurs at every phase of their business. Scherrie has the keen ability to deliver uncommonly original and useful tools in a dynamic and engaging way. She brings to your audience experience in asset protection, estate planning, and business planning.We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed learning more about the importance of asset protection and having the right mindset to get through what needs to be done.This podcast is for general information purposes only. It does not take into account your personal circumstances or goals and is not to be considered personal advice. Please discuss your needs with your financial adviser.Offer Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: BooksBooktopia: Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | BooktopiaBarnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)Connect with ScherrieScherrie L. Prince | LinkedIn Scherrie Prince LinkedIn profileAsset Protection Blueprint Webinar | Safeguard Your Assets & Privacy (scherrieprince.com) WebsiteScherrie L. Prince - YouTube Scherrie’s You Tube site – Play. Big. Faster.Facebook Follow Scherrie on Facebook Scherrie L. Prince | Attorney. Speaker. Coach. (@scherriespeaks) InstagramFollow Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedInWebsites: https://amandacassar.com.au/ https://www.wealthplanningpartners.com.au/ (company website)https://trustedagedcare.com.au/ (company website)Financial Adviser - Amanda Cassar (adviserratings.com.au)Support the show
May 28, 202431 min
FSR Season 3 – Bob DePasquale
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.Amanda Cassar meets with Bob DePasquale, the Generosity Guy.Bob shares the lessons he learned in college and now runs with the mantra – giving is receiving. 2001 was a massive year for Bob, not only with a diagnosis of cancer at 18, but the end of life as we knew it with the destruction of the Twin Towers. Bob now helps growth-oriented organisations attract top talent and the most loyal customers.We discuss why generosity is important, and the key to good business is to offer more than what is expected. That means offering more to your executives, partners and customers. Generosity makes all parties involved feel good and best of all, it’s contagious.We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed learning more about generosity with Bob DePasquale.This podcast is for general information purposes only. It does not take into account your personal circumstances or goals and is not to be considered personal advice. Please discuss your needs with your financial adviser.Offer Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: BooksBooktopia: Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | BooktopiaBarnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)Connect with ChrisBob DePasquale, CFP®CAP® "The Generosity Guy" 😃 | LinkedIn Bob DePasquale LinkedIn profileBob DePasquale Bob’s WebsiteSpeaking of Impact on Apple Podcasts Speaking of Impact PodcastAmazon.com: Personal Finance in a Public World: How Technology, Social Media, and Ads Affect Your Money Decisions: 9781637306659: DePasquale, Bob: Books Personal Finance in a Public World – Bob’s Book Follow Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedInWebsites: https://amandacassar.com.au/ https://www.wealthplanningpartners.com.au/ (company website)https://trustedagedcare.com.au/ (company website)Financial Adviser - Amanda Cassar (adviserratings.com.au)Support the show
May 9, 202442 min
FSR Season 3 – Dr Renée Baker
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.Amanda Cassar meets with Dr Renée Baker of RBI Group.The fabulous Dr Renée is an Entrepreneur, TEDx Speaker, Board Director and Professor. Renee’s passion and practical experience in wealth management and fostering financial literacy. She has 3 decades in financial services and has been at the forefront of leading change and championing initiatives that enhance representation and catalyze business growth for financial advisers.Renée also serves as an adjunct professor and the University of South Florida sharing insights on advertising management and digital media strategies. She combines the best of both works as an entrepreneur and educator.We discuss how to take that leap from loving your favourite side hustle and turning that into your full-time role. Also, how entrepreneurship is a rewarding path for those who embrace the journey.We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed learning more about running your own business and the importance of financial literacy with Dr Renée.This podcast is for general information purposes only. It does not take into account your personal circumstances or goals and is not to be considered personal advice. Please discuss your needs with your financial adviser.Offer Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: BooksBooktopia: Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | BooktopiaBarnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)Connect with ReneeDr. Renée Baker, DBA, RCC™️ | LinkedIn Dr Renee Baker LinkedIn profileThe RBI Group – Boutique Firm Specializing in Marketing and Financial Literacy RBI Group WebsiteDr. Renée Baker (@itsreneebaker) • Instagram photos and videos Renee’s Instagram Follow Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedInWebsites: https://amandacassar.com.au/ https://www.wealthplanningpartners.com.au/ (company website)https://trustedagedcare.com.au/ (company website)Financial Adviser - Amanda Cassar (adviserratings.com.au)Support the show
April 26, 2024Episode 1338 min
FSR Season 3 – Afsha Butt & Uzair Ahmed
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.Amanda Cassar meets with Afsha Butt & Uzair Ahmed here to discuss investing in the future.Afsha is the Founder & CEO of WealthVerse Inc, Canada and helps professionals and business owners plan their wealth. Afsha is based in Toronto and has built a team of partners and advisers into a trailblazing financial technology company. She also serves as a Coach for JDC West, for the largest business competition in Western Canada where her team won first place at the annual competition.Uzair Ahmed is a growth-focused Business Automation Specialist based in Edmonton, Alberta, with a proven track record for automating systems, driving revenue, and scaling up teams. He has a special interest in utilizing tech to join the dots to help businesses achieve their goals.We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed learning more about the world of crypto, AI and blockchain in this interview with Afsha and Uzair.This podcast is for general information purposes only. It does not take into account your personal circumstances or goals and is not to be considered personal advice. Please discuss your needs with your financial adviser.Offer Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: BooksBooktopia: Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | BooktopiaBarnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)Connect with Afsha & UzairAfsha Butt (@afshaaofficial) • Instagram WealthVerse – WealthVerse is a digital hub for wealth building tools and financial services. WebsiteAfsha Butt, BSc, QAFP™ | LinkedIn(@uzairtruballa) / X (twitter.com) Uzair Ahmed | LinkedInUzair AhmedFollow Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedInWebsites: https://amandacassar.com.au/ https://www.wealthplanningpartners.com.au/ (company website)https://trustedagedcare.com.au/ (company website)Financial Adviser - Amanda Cassar (adviserratings.com.au)Support the show
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