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Artwork for Speaking of Wealth with Commonwealth Private

Speaking of Wealth with Commonwealth Private

Commonwealth Private
Investment Strategies
Volatility
Wealth Transfer
Healthcare
Australian Economy
Fixed Income
Private Banking
Wealth Management
Commonwealth Private
Financial Literacy
Luxury Property Market
National Disability Insurance Scheme
Bonds
Real Estate Trends
Buyer's Agents
Defense Industry
Geopolitical Trends
Australian Fixed Income Market
Divorce
Interest Rates

Managing your wealth takes more than just smart investing. It takes clarity, strategy, and the right conversations. Hosted by entrepreneur, business leader, and media commentator for business owners Naomi Simson, Speaking of Wealth is the podcast that brings those conversations to you.

Alongside Commonwealth Private’s team of specialists and a panel of experienced experts, Naomi unpacks topics l... more

PublishesTwice weeklyEpisodes13Founded2 months ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Speaking of Wealth with Commonwealth Private

Latest Episodes

As this season of Speaking of Wealth comes to a close, we explore the world of Private Banking. Host Naomi Simson is joined by Sarah Chadzynski, National General Manager, and Ashika Chand, Executive Manager at Commonwealth Private to unpack the core... more

Satellite investing can offer a strategic way to enhance portfolio performance by targeting specific opportunities outside of the core holdings. In this episode, Naomi Simson sits down with James Foot, Chief Investment Officer, and Ben Smoker, Genera... more

Life can bring unexpected challenges. From divorce to major health events and even the loss of a loved one. Often these moments can present complex financial and legal considerations. Naomi Simson is joined by Alicia Godwin, Commonwealth Private Sta... more

Fixed income has long been considered a key component in a well-diversified investment portfolio. In this episode of Speaking of Wealth, Naomi Simson is joined by Chris Viol, Executive Manager of Fixed Income at Commonwealth Private, to break down th... more

Key Facts

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Recent Guests

Mark Novak
Real estate agent, Northern Beaches, Sydney, Australia
Novak Properties
Episode: Ep 12 - Inside the world of Private Banking
Lisa Novak
Co-owner of a large independent real estate agency
Novak Properties
Episode: Ep 12 - Inside the world of Private Banking
Chris Viol
Executive Manager, Fixed Income
Commonwealth Private
Episode: Ep 9 - Building balance through fixed income investments
Ben Smoker
General Manager, Private Wealth
Commonwealth Private
Episode: Ep 8 - Constructing Portfolios for Resilience: Strategies for Long-Term Wealth
James Foot
Chief Investment Officer, Wealth and Private
Commonwealth Private
Episode: Ep 8 - Constructing Portfolios for Resilience: Strategies for Long-Term Wealth
Luke Yeaman
Chief economist and head of global economic and markets research
Commonwealth Bank of Australia
Episode: Ep 2 - Maintaining wealth in a changing world

Host

Naomi Simson
Entrepreneur and business leader with expertise in wealth management and financial education.

Reviews

5.0 out of 5 stars from 13 ratings
  • Episode 1 packed full of advice

    I got so much value from just the first ep, looking forward to Australian based tips and advice throughout this series from top tier Australian business leaders

    Apple Podcasts
    5
    RanaJ28
    Australia2 months ago
  • Insightful

    Excellent and thoughtful podcast, great choice of host.

    Apple Podcasts
    5
    Henri_R
    Australia2 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The discussions are viewed as insightful and relevant, often highlighting top-tier Australian business perspectives.
Audience members express enthusiasm for the hosts and the depth of knowledge shared by experienced guests.
Listeners appreciate the practical financial advice tailored for high-net-worth individuals.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#84
Australia/Business/Investing
Apple Podcasts
#200
Australia/Business

Talking Points

Recent interactions between the hosts and their guests.

Ep 5 - Giving back: Building legacy through meaningful philanthropy
Q: How does someone get started with philanthropy?
They can start by understanding how they want to give, whether through structured means or directly, and by contacting philanthropic services or financial advisors for guidance.
Ep 5 - Giving back: Building legacy through meaningful philanthropy
Q: How do they choose what causes to support?
High net worth individuals often look at research on underfunded areas and opportunities where their contributions can create significant social impact.
Ep 5 - Giving back: Building legacy through meaningful philanthropy
Q: Why could philanthropy be a consideration for high net worth individuals?
Philanthropy can bring families together, create a legacy, and enable individuals to make a personal impact.
Ep 3 - Preserving your legacy: The art of successful wealth transfer
Q: What sort of role could private banking play in this wealth transfer and this education process?
Private banking acts as a facilitator and a connector, getting to know clients through generations and advising them based on experiences.
Ep 9 - Building balance through fixed income investments
Q: So specifically, what's the relationship between interest rates and fixed income investments?
It's an inverse relationship where typically if interest rates decline, the value or the price of the bond goes up.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

Focused on the financial experiences and strategies of high-net-worth individuals, this series offers expert insights into topics such as private banking, wealth management, and philanthropy. Conversations often cover critical life events and the financial implications they carry, helping listeners grasp the complexities of wealth management in a dynamic economic landscape. The content is characterized by its Australian context, addressing specific financial considerations relevant to affluent Australians, along with practical advice for navigating both personal and business financial decisions. Unique aspects include the alignment with Commonwealth Private's wealth management framework, emphasizing a blend of strategic investment discussio... more

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These podcasts share a similar audience with this podcast:

1. CommSec Market Update
2. All In The Mind
3. The Money Puzzle
4. The Rules of Investing
5. The Front

How many episodes of this podcast are there?

this podcast launched 2 months ago and published 13 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Mark Novak
2. Lisa Novak
3. Chris Viol
4. Ben Smoker
5. James Foot
6. Luke Yeaman

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