Help & support
Living Luxe: The growth of premium property in Australia
Whether you're expanding your luxury property portfolio or just starting out, join Naomi Simson on Speaking of Wealth as she explores the buying and selling journey with Simon Cohen, CEO of Australia's largest residential property buyer's agency, Cohen Handler, and luxury property specialist Ben Braysich. Together they share insights on selecting high-end homes and explain why financial education is vital for future generations.
Maintaining wealth in a changing world
From interest rate shifts to global dynamics, this episode dives into the forces shaping Australia’s economy and beyond. Naomi Simson is joined by Luke Yeaman, Chief Economist at Commonwealth Bank, to explore key drivers and what it all means for your bottom dollar.
Preserving your legacy: The art of successful wealth transfer
With $3.5 trillion set to change hands in the next decade1, how can you ensure your legacy lasts? On this episode of Speaking of Wealth, Naomi Simson is joined by experts from Commonwealth Private, KPMG and Hall & Wilcox to navigate wealth transfer, from tax strategy to legal pitfalls, and how to avoid disputes across generations.
Portfolios without borders: A global asset management perspective
This episode explores Commonwealth Private’s global equities strategy. Naomi Simson is joined by James Foot, Commonwealth Private Chief Investment Officer, to discuss portfolio construction and diversification. Kerry Craig from JP Morgan Asset Management adds insights on market trends and macro forces shaping the future.
Giving back: Building legacy through meaningful philanthropy
Philanthropy can be a powerful way to give back and build a legacy that reflects your values. In this episode, Naomi Simson is joined by Josephine Hanna, National Head of Ultra High Net Wealth at Commonwealth Private, and Fiona Higgins, a founding director and Specialist Advisor, Giving at Australian Philanthropic Services. Together, they explore how structured giving, from foundations to volunteering, can support the causes you care about and become part of your wealth journey.
Beyond the listed market: Unlocking the opportunities of private investing
Private markets offer opportunities beyond listed assets, from early-stage ventures to credit with income potential. In this episode, Naomi Simson speaks with Paul Stevenson of Commonwealth Private on the rise of private equity and credit, how these assets are selected, and their role in diversified portfolios.
Australia tomorrow: Trends shaping the future of wealth
Naomi Simson is joined by futurist Bernard Salt to explore Australia’s evolving future, from ageing and immigration to shifting work and living trends. They unpack the social and economic forces shaping markets and industries, offering insights for investors making portfolio decisions.
1 Source: Wealth transfers and their economic effects – Research paper (November 2021), Productivity Commission. Available at: https://assets.pc.gov.au/research/completed/wealth-transfers/wealth-transfers.pdf
The content in this podcast is prepared and approved for distribution in Australia by Commonwealth Private Limited ABN 30 125 238 039 AFSL 314018 a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 AFSL and Australian credit licence 234945. Further information is available in Commonwealth Private Limited’s Financial Services Guide. Commonwealth Private Limited is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). Its obligations do not represent deposits or other liabilities of the Commonwealth Bank of Australia.
The information in this podcast is general in nature, and has been prepared without taking into account your objectives, financial situation, or needs. Consider the appropriateness of the information before acting and seek appropriate financial advice. The views expressed by contributors are their own and not necessarily of Commonwealth Private or other affiliated organisations. The information presented in this podcast is correct at the time of recording and may be subject to change. Past performance is not an indicator of future performance. Returns and the repayment of capital are not guaranteed.
Specific eligibility requirements apply to be a Commonwealth Private client and to access Private Wealth Advantage. You are responsible for your own investment decisions, including whether to acquire, hold, or dispose of any investment opportunities. Any investments made with Private Wealth Advantage are subject to risks including loss of your investment.
