Subscribe On Itunes
Subscribe On Android🎉 To kick off our new financial year, we are thrilled to welcome a bucket list guest to the show! 🌟
This is a guest who truly needs no introduction…
Noel Whittaker – international bestselling author, finance and investment expert, radio broadcaster, columnist, and public speaker.
He reaches over 3 million readers each week through his columns in pivotal Australian newspapers and is one of the country’s most successful authors, with 20+ bestselling books achieving total worldwide sales of more than two million copies.
In fact, in 2011 this guest was made a Member of the Order of Australia for service to the community in raising awareness of personal finance. (And that’s just the tip of the iceberg for his achievements!)
In today’s episode, Noel covers it all:
🏠 His investment journey from buying his first property for £35,000 to losing half his assets
🌟 Mentorship from THE Doug Malouf and discovering his life’s purpose
📚 The story behind writing Australia’s first and best-selling personal finance book, “Making Money Simple” (which inspired a 16-year-old Ben to pursue his path!)
💡 How his struggle to find a publisher turned into a financial triumph
🌱 Noel’s intriguing investing riddle: “When does a lily fully bloom?”
💰 The importance of making superannuation savings automatic
📈 The evolution of superannuation – from Keating’s reforms to today’s productivity challenges
Get ready for a wealth of investing wisdom, sharp insights, and humorous tales from one of Australia’s greatest (and arguably original) finance writers. Tune in now, folks! 😊
Free Stuff Mentioned
- Noel’s Resources:
- His latest book: Wills, Death and Taxes Made Simple
- Check out Noel’s spreadsheet: Getting Your Affairs In Order – BAN TACS
- Check out his other free downloads
- The first time Ben met Noel Whittaker below 😉
- It’s a new financial year which means an opportunity for new money habits. Try our free, all-in-one money management app now. Start transforming your financial future today >>
- Guests & Episodes Mentioned:
Timestamps
- 0:00 – Noel Whittaker: Super, Shares & Why He Sold Most of His Properties!
- 2:17 – Mindset Minute: Is it a dream, plan or reality?
- 3:24 – Welcome Noel Whittaker!
- 6:46 – Money Story: Pig farms and a £35,000 property?!
- 9:55 – “I always had a burning drive to get the business.”
- 12:20 – How those 2 goals transformed his life
- 13:25 – Starting the first display village
- 15:01 – From Doug Malouf mentoring to finding his purpose in life 😮
- 18:06 – Making Money Made Simple: When the search for a publisher turns into a profitable opportunity…
- 21:31 – Building the first-ever high rise on Sunshine Coast
- 25:11 – The power of compound: 15% return on his first property?!
- 27:07 – Noel’s Investing Riddle: How long does it take a lily to reach full bloom?
- 27:54 – How he lost half his assets and the #1 lesson he learned from it
- 31:07 – The £100 earning 😉
- 32:37 – Noel’s property portfolio and the comparison to shares
- 35:38 – Australia & Super: Then vs. now, tax-free rollovers and productivity
- 41:50 – Why June 2026 is the big date
- 42:49 – What Noel would change about our Super
- 44:20 – Hypothetical Q: “You have $1,000: to spend on an index or leverage the investment property?”
- 47:17 – Noel’s latest book “Wills, Death & Taxes”: 50% of Aussies die without a will
- 51:39 – Case studies on the nuances of wills
- 54:14 – What would Noel change on his financial journey if he could?
- 57:04 – The death tax on Super
And…
- 59:33 – Wow, what an inspirational guest!
- 1:04:56 – Lifehack: Tuned into brain.fm?
