Podcast 123 episodes
Talk Money To Me
Talk Money To Me will help you understand and navigate everything in the financial landscape. Co-hosts Candice and Felicity draw on their extensive expertise in wealth management, and deliver clever financial strategies, investment ideas, interviews with market leading experts and share their lessons and learnings from years of experience. Whether you’re a seasoned veteran, or a first-time investor, there’ll be something for you.
Book a meeting with Candice & Felicity to kickstart your financial goals by filling out their booking form here.
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4 CGT Concessions Every Small Business Owner Should Know
Felicity and Candice are back with their essential 'need to know' episodes and are going through the four essential CGT concessions to consider.
3 March -
General
Digging into the Global Natural Resources Sector with Terra Capital
Terra Capital is a leading investment manager specialising in natural resources, achieving impressive returns on their diverse portfolio with a disciplined approach, industry expertise, and a focus on renewable energy and sustainable investments. Candice and Felicity are joined by Jeremy Bond and Matthew Langsford in today’s episode.24 February -
Finding global equity ideas for your portfolio in 2023
Candice and Felicity are joined by Jeff Cullen on today’s podcas!17 February -
23 Stocks for 2023 | Car Sales, Aussie Broadband and PayPal! Pt III
It's the last instalment of Felicity and Candice's 23 Stocks for 2023! It's one of your favourites, as they share ideas for making money in the markets, stocks, investable ideas and exciting companies which have caught our eye.10 February -
23 Stocks for 2023 | 7 more stocks - including Seek, Family Zone, Ulta Beauty! Pt II
Felicity and Candice are back with Part II of their incredibly popular Order Pad!3 February -
23 Stocks for 2023 | Elders, Playside, Qantas and more! Pt I
Felicity and Candice are back with their Order Pad! One of their favorite episodes here at Talk Money To Me, cause you guessed it….we are talking about making money in the markets, stocks, investable ideas and exciting companies which have caught our eye.27 January -
General
12 stocks for 12 days of Christmas Pt 2 | ECF, SRG, TSI, UNH & more!
It’s the second part of our 12 stocks for 12 days of Christmas! In our second episode, Candice and Felicity thought they'd share a bunch of different ideas for you to consider.23 December -
12 stocks of Christmas Pt 1 | TCL, GL1, WMT, BOE & more!
We're so excited to bring to you a special 12 stocks for 12 days of Christmas over 2 episodes. Candice and Felicity thought they'd share a bunch of different ideas for you to consider! They are looking at the themes of Resources, Healthcare, Retail, ESG, and Recession Proof Blue Chip stocks!16 December -
Martin Crabb comes back to review his predictions from 2022!
Today we have a very special guest back to discuss his predictions for 2023 and reflect on the year that we have had. Martin Crabb brought us so many great nuggets and predictions for 2022, and his calls were mostly right! So he is our VERY first guest to come back into the hot seat for a second time, and we think it'll be a great tradition for us to continue for Talk Money To Me.9 December -
Seeing the global picture with Mary Manning - Alphinity Investment Management
Candice and Felicity are joined today by Mary Manning - who's a Portfolio Manager at Alphinity Investment Management.2 December -
General
The investment opportunities in small and micro-cap companies | Marcus Burns + Brittany Isakka - Spheria
Candice and Felicity are joined by Brittany Isakka and Marcus Burns, two colleagues from Spheria, a fund that specialises in small and microcap companies - this got Felicity excited of course!25 November -
MQG.ASX & PDN.ASX | 2 stocks to add to our order pad!
Candice and Felicity discuss listed companies which have caught their eye lately. Maybe they are companies displaying impressive growth numbers we simply can not ignore, perhaps the business recently reported solid financial figures, are they in an interesting sector with lots of potential, or has the market oversold the shares leading us to the conclusion that now is an ideal time to buy these businesses.18 November -
General
Chatting with a Global CIO in charge of $52B | The opportunities are everywhere
Candice and Felicity chat to Moz Afzal, the Chief Investment Officer of EFG Asset Management, to chat about global markets, and to hear his ideas about what he thinks will happen in the New Year.11 November -
Bonds aren't boring | Chatting about the $119 trillion asset class with Jenna Labib & Matthew Macreadie
Jenna Labib and Matthew Macreadie join Candice and Felicity to chat about this massive and unfairly labelled 'boring' asset class.4 November -
How has the Venture Capital market been holding up in 2022? Damian Fox | Carthona Capital
In this episode, Candice and Felicity chat to Damian Fox about his thoughts on Venture Capital and how it's faring in 2022.28 October -
3 takeaways from Finfest & some investible ideas for the current market
Candice and Felicity swap notes on their takeaways from Equity Mates' Finfest last weekend, and then dive into the latest Shaw and Partners macroeconomic data. They talk portfolio themes and investible ideas to compare to what was pitched by other Fundies at FinFest. Because a bit of healthy competition never hurt anyone!21 October -
I need to know: Is it going to get worse before it gets better?
Has the market fully priced in a recession? Today Candice and Felicity do a review of the international and Australian markets.14 October -
ILU.ASX & CAJ.ASX | 2 new stocks we’re adding to the order pad!
Candice and Felicity open their order pads once more, and share their thoughts on two stocks they believe have been oversold in the recent market sell off. Market volatility always brings buying opportunities!7 October -
How do you make money in a bear market? | Ray David - Schroders Funds Management
Candice and Felicity are joined for a chat with Ray David who's a Portfolio Manager and a member of the Portfolio Construction Committee within Schroders Australian Equities Team. Ray has been there since July 2012, and prior to Schroders, he worked in the top UBS Emerging Australian Companies team for several years and he was the number one rated small companies analyst in the Australian market. Pretty impressive! Sector responsibilities include media, technology services, software, and healthcare services. Coverage also extends to identifying opportunities in smaller cap to microcap companies, and unlisted investments. Ray joined Schroders in July 2012 from UBS in Sydney where he had held the position of Director and Analyst for Emerging Australian Companies focusing on general industrials, consumer discretionary, technology and services.30 September -
Gerry Sakkas - CEO of Playside Studios | Building a company from the ground up
Felicity and Candice are joined by a special guest - Gerry Sakkas - the CEO and Co-Founder of Playside Studios, which is listed on the ASX under PLY.ASX. Playside Studios is Australia’s largest independent video game development studio with capabilities across Mobile, PC and Console. They develop original IP, engages in work-for-hire projects and delivers publishing services in the gaming industry.23 September -
General
We join forces with Equity Mates for a chat about advisers, insurance and predictions...
We chat to Alec and Bryce who head up the Equity Mates Media team for a special crossover episode! We talk about what we've learned over the past year, reflect on how our Order Pad is tracking, and chat about some of the misconceptions people have (as well as very important questions you should be asking!) when thinking about finding a financial adviser.16 September -
The celebrations continue... We review another 10 Order Pad picks 🎂 Pt II
On the list: Ulta Beauty (NASDAQ:ULTA), Onon Holdings (NYSE:ONON), Magellan Financial Group (ASX:MFG), Pinnacle Investment Management Group Ltd (ASX:PNI), Walt Disney Co (NYSE:DIS), Vimy Resources Ltd (now Deep Yellow Ltd ASX:DYL), Elders Ltd (ASX:ELD), Independence Group (ASX:IGO), Playside Studios Ltd (ASX:PLY) and Microsoft Corporation (NASDAQ:MSFT).9 September -
It's our birthday! We review all our Order Pad stocks 🎂 Pt I
It's been a year since Candice and Felicity launched Talk Money To Me! To celebrate, they are doing a two part series, reviewing all of the Order Pad stocks they've pitched over the past 365 days. They look at what's changed since they pitched it, and review the updated information that's come across their desk.2 September -
General
Growing your super by shopping | Pascale Helyar-Moray - founder & CEO of Super Rewards
Pascal Helyar-Moray was fed up. She read a study that showed worrying information about the gender pay gap, and the resulting super gap that followed. This study also showed that ‘the fastest growing demographic of homeless people in Australia is the older woman’, and she was infuriated knowing firsthand how government and corporate organisations were doing very little to change this at all.26 August -
Coby Hanoch - CEO of Weebit Nano | The world of semiconductor technology
Try to imagine the world without cell phones, without cars, without your refrigerator, your computer, your washing machine. Look at the things around you. These days, everything has semiconductors in them. Felicity and Candice chat to Coby Hanoch from Weebit Nano about the world of semiconductors. The company was incorporated in 2015 with a vision of creating a leap forward in storage and computing capabilities that will drive the proliferation of intelligent devices. This is a fascinating conversation that covers the financials of Weebit, the competitive landscape, and the huge international market opportunity19 August
Meet your hosts
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![Candice Bourke]()
Candice Bourke
Candice Bourke is a Senior Investment Adviser at Shaw and Partners with over six years' experience in capital markets and wealth management, specialising in investment advice including equities, listed fixed interest, ethical investing, portfolio risk management and lombard loans. She discovered her passion for finance and baguettes, when working and living in France, and soon afterwards started her own business (all before the age of 23). Candice is passionate about financial literacy for women which lead her to co found Her Financial Network, and in her downtime, you’ll find her doing any of the following: surfing, skiing, reading a book by the fire, or walking her black lab, Cooper, with a soy cappuccino in hand. -
![Felicity Thomas]()
Felicity Thomas
Felicity Thomas is a Senior Private Wealth Adviser at Shaw and Partners with over nine years experience in wealth management and strategic financial planning, covering areas including Australian and Global equities, portfolio construction and risk management, bonds, fixed interest, lombard loans, margin lending , insurance, superannuation and SMSFs. Felicity started her career in finance at BT Financial Group, speaking to customers about their superannuation and investments. This led to the realisation becoming a Financial Advisor would be the perfect marriage of her skills and interests - interpersonal relationships and economics. She is passionate about improving women’s access to financial resources and professionals, and co founded Her Financial Network. On the weekends you’ll find her on the beach, or going for an adventure with her black cavoodle, Loki.
