Seneca Financial Solutions

Luke sat down with TC Bakhour from Development Ready (developmentready.com.au) to talk about some of the recent improvements to the platform, how the business is tracking, digital marketing and some of the trends in the real estate and property development sector. 

Luke sits down with Gavin Duckett, portfolio manager at Newport Asset Management to discuss the history of financial theory, ETF's and 'passive' investments.  They also get deep into trend-following and momentum strategies as well as the pitfalls and limitations of traditional "strategic asset allocation" when it comes to managing sequence risk.  If you have a question or a comment, you can always email us at lukel@senecafs.com.au,hope you enjoy the epsiode!

Luke and Jordan discuss the popular idea of making uncorrelated bets on the markets. Figure-head investors often tell us that to minimise risk, we need to hedge our bets with investments that do not move together. Here, we dig into this idea and ask if it really is the right strategy to improve portfolio returns. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. If you have a question, we invite you to ask us a question for the next podcast at jordant@senecafs.com.au and enjoy the episode!

The first episode of the year takes a look at times past and projections for the future. In this episode, we examine what happened in the markets of the final quarter of 2018. Luke also provides us with his insights and outlook for the year ahead. And with that, we wish you the very best investment success for 2019. If you have a question, we invite you to ask us a question for the next podcast at jordant@senecafs.com.au and enjoy the episode!

What a year it's been here at Seneca, with many lessons learnt, deals made and laughs laughed. In this episode we take a review of 2018 and look forward to what's ahead. Plus a little Christmas homework list for your continued development. We wish you a very merry christmas and a happy new year. We look forward to delivering you some unique episodes in 2019! We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!

Luke and Jordan discuss the risks and rewards of the new crowdsourcing initiatives that are circulating the retail investor world. Is it a good idea to invest in private businesses? What are the potential upsides and problems that can occur? Tune in for a brief chat on the ins and outs of equity crowdfunding. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!

This week we're discussing microcaps! How do we put a value on a company that does not make a profit but has the potential to disrupt the world as we know it? What should you do if you cannot identify a quality company in this small end of town? What is the success process for microcap stocks? Find out here. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!

This week we’re chatting with Cameron Low founder of Cadmon who provide corporate advisory services and capital to companies with an entrepreneurial flair that are listed on or preparing to list on the ASX. Before starting Cadmon, Cameron spent years working at companies such as Acorn Capital, UniSuper and Deloitte in the areas of funds management, equity quantitative research and financial modelling. This extended conversation is really interesting, talking about microcap stocks, venture capital and other exciting stuff related to the small end of the investment world. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!

This week we’re lucky enough to have a special guest, Karl Siegling, founder and portfolio manager for the listed investment company, Cadence Capital, who have achieved a 15% per annum return since inception in 2005. These guys have a very unique investment strategy using a combination of fundamentals and technical analysis to generate strong returns in opportunistic stocks. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!

This week we’re joined by the founders of the Sydney-based international fund manager Aoris who have a unique and interesting perspective on owning listed assets. Stephen Arnold who is the Managing Director and CIO of Aoris has spent 30 years in the finance industry and is a chartered financial analyst. He is joined by Daniel Micallef, the Business Development Manager who has been working alongside Stephen for the last four years. These gentleman are very good at what they do, investing in high conviction, quality focused companies with reliable growth over the long term. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!

What does Seneca invest in; Can I choose ethical and socially responsible investments; What are its fees and minimum investment amount; Can Seneca help me with my tax, insurance, Superannuation or retirement & What does a typical relationship look like? Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!

How expensive is the market; Do the US midterms matter; Too much money chasing too few deals; Time in the market instead of timing the market; What does a $1bn buyback for Spotify look like? Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!

With two new guests from Seneca HQ, we discuss the incredible power of compound interest, how to use franking credits to ensure a comfortable retirement, the importance of dividends and what might happen with changes to the Australian government. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!

Welcome to the Seneca Financial Solutions Podcast. This week Luke turns the tables and puts Jordan in the hot seat to ask him about how he arrived at Seneca. He also interviews Jordan for his views on men's health as they discuss the key components for optimal health and performance. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!

Welcome to the Seneca Financial Solutions Podcast. This week we’re talking about the illustrious Data Exchange Network (DXN). What does it do? Who are their customers? Why does Luke find it so attractive? What distinguishes it from other data centres like NextDC? How should you respond when your top stock falls 50%? And much much more! Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!

Welcome to the Seneca Financial Solutions Podcast. In this episode, we discuss the declining US market overnight and the implications for the ASX today. We explore what should you do when the stock market is down 3-5%, which companies to consider and what the correct process looks like. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!

Welcome to another episode where we discuss Ray Dalio’s new book, A Template for the Big Debt Crisis. Here we dig into some fundamentals of macroeconomics; where we are in this economic cycle; Australia in comparison to the rest of the world and also dive into practicals such as which sectors perform best in an economic downturn. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!

Welcome to the Seneca FS Podcast. In this episode, we discuss everything you need to know about a professional investment advisor. What do they do? Are they really necessary? How do you choose the best person for the job? And what the difference is between a professional and an amateur. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!

Welcome to another episode of the Seneca FS Podcast. Answering an audience question, we explore what Luke thinks about the stem-cell research company, Mesoblast; What would Seneca do with a $50,000 investment for a 36yo with a high-risk tolerance; Plus some little-known secrets of the stockbroking industry. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!

Welcome to another episode of the Seneca FS Podcast where we mix the professional with the personal as Luke shares his experiencing building and operating a wealth management business, managing a team and finding clients. He shares his visions and insights on what it means to create an outstanding business. Each week we'll deliver you some bite-sized nuggets of investing wisdom that you can use to make your money work for you. We invite you to ask us a question for the next podcast at lukel@senecafs.com.au and enjoy the episode!