Business & Investing Playbook

This episode features an in-depth conversation with JT Foxx, where he unpacks the core values shaping his business leadership-loyalty, integrity, and relentless work ethic. JT emphasizes resilience and the importance of building and monetizing relationships as the foundation of success. He shares his formula of spending 70% of time on relationships, 20% on marketing and branding, and 10% on mastering financials, underscoring that hard work must continue even after initial success. JT discusses his early and ongoing commitment to AI, identifying it as the greatest entrepreneurial opportunity today. He explains that AI boosts efficiency, profitability, and duplicate capacity, making it essential for those seeking generational wealth. Resistance to AI, he notes, mirrors earlier skepticism around websites and social media - a mistake to avoid. He recounts pivotal moments where rapid implementation of ideas and learning from powerful mentors accelerated his growth. JT’s motto: “If you dream it, we’ll AI it,” captures his vision of integrating AI innovation into business strategy. Ultimately, JT challenges entrepreneurs to embrace AI early, maintain intensity in their work ethic, and build meaningful loyalty to people - the true drivers of building unstoppable brands and wealth.

This podcast episode features Matt Bazzica, a private wealth strategist specialising in helping high net worth clients-typically those with investment funds averaging around $5 million-manage and grow their wealth beyond traditional avenues. Matt and host Luke Moroney discuss the importance of diversification that goes beyond common stocks, bonds, and property. They dive into alternative investment opportunities such as private lending and business acquisition funds, which yield attractive returns of 10-18% annually with potential for monthly income. The conversation goes deeper into critical topics like due diligence, asset protection, liquidity management, and investment structuring. Matt highlights frequent mistakes wealthy investors make, such as bundling unrelated assets to save costs, which can expose their wealth to unnecessary risks. He emphasises the necessity of working with an expert team-including accountants, financial advisors, and solicitors-to ensure investment structures protect assets efficiently and optimise tax outcomes. A significant part of the discussion covers asset protection strategies, like establishing testamentary trusts, to preserve wealth legacy and shield assets from potential risks such as divorce or business liabilities. Liquidity planning is addressed as a “silent killer” in alternative investments, reinforcing the importance of knowing entry and exit strategies, timelines, and realistic expectations around investment duration.

Booked out for weeks. Phones ringing. Team flat out. Then you open the numbers and realize the business is quietly bleeding. In this episode, Luke Moroney sits down with Claire Holmes to unpack the moment her trade business hit an uncomfortable truth: the workload was up, but the profit wasn’t. Claire shares how the cracks showed up in real time: expenses stacking up, gaps in the P&L, pressure on the team, and the growing fear that if nothing changed, the business wouldn’t survive. The turning point came from one brutally simple question: “Why aren’t you raising your prices?” Claire had no answer. Not because she didn’t know the pricing was wrong, but because the fear was louder than the math: What if we lose customers overnight? Claire walks through what happened next: She forced the numbers into the open: broke down the profit and loss and identified exactly where the model was failing. She raised prices fast (not “someday”): starting with larger contracts, then rolling it out across clients. She handled objections without discounting: only one customer pushed back, and the response was clear: they were no longer a “one-person band”, they were a team of 10 delivering a higher-level service. The result shocked her: she didn’t wake up to cancellations. Clients stayed because the value was real and the foundations were strong. The hidden value driver: customers consistently mentioned communication as the reason they chose them: knowing when the team would arrive, what was happening, and what came next. This conversation is a wake-up call for tradies and service business owners: being busy is not proof you’re profitable. If the back office numbers don’t work, the business doesn’t work. And if you don’t build a model that supports your team, your clients, and your long-term growth, “booked out” can become the fastest route to burnout and collapse.

In this episode, Luke Moroney interviews Mike Mortlock, a leading tax depreciation and quantity surveying expert in Australia who has worked with major brands like McDonald’s, Stockland, and Hilton Hotels. But this conversation goes well beyond property and depreciation. Mike breaks down why most businesses fail: they are often started by technicians who are great at the craft, but unprepared for the realities of running a company. He explains the danger of overcommitting to overheads and “looking big” before the offer is proven, and why early-stage growth is about getting a paying customer, overdelivering, collecting proof, and building relationships. As the business grows, the biggest challenge becomes people. Mike shares why payroll is usually the biggest expense in a company, yet most owners do not measure or optimize “people ROI” the same way they do marketing ROI. They discuss how workforce expectations have shifted, why loyalty is different today, and how leaders must create clear alignment, expectations, and progression pathways to reduce churn and improve performance. The episode also tackles AI: Mike cuts through the hype, explains why many small business AI implementations fail, and shares a practical view on where AI is useful today (augmenting humans) versus where it can harm trust (automated outreach that feels disrespectful to customers). Finally, Mike answers the legacy question: beyond financial success, he wants to be known as a helper, someone who gives honest guidance and does the right thing even when there is an opportunity to “sting” someone.

Connection Before Control with Jess Robertson. Jess has 25+ years experience supporting 4,500+ children in families and schools. We break down: Why kids need relationship first, correction second How busy parents can connect using micro moments The simplest regulation tool: get to their level + validate feelings Tech, social media, AI: don’t fear it, do it together If you want kids to feel seen, heard, and valued, this episode gives you the next step.

Booked Out and Stuck: How to Build the Business When You’re Drowning in Work features Luke Moroney in conversation with Claire Holmes, who went from employee to co-owner and helped grow a regional WA electrical services business into a commercial operator serving major clients (including Telstra and government work). Claire breaks down the real problem behind being “busy”: when you are six weeks booked out, you are trapped delivering, not designing the business. She shares the shift that unlocked momentum: role clarity (Claire as CEO, Dave as COO) so decisions move fast and the team executes without confusion. You’ll also hear Claire’s practical approach to scaling: trust but verify when hiring, using AI as a tool to train better thinking (going “vertical” to get the right answer, not the first answer), and building growth through relationships and community presence. The episode closes with Claire’s 90-day execution advice (set a scary goal, stay consistent, pick a “rottweiler” accountability partner) and her legacy word: purpose, backed by a real-world story of supporting the community during a major blackout.

Naomi Greenshields’ journey from a South Australian farm girl to a respected clinical leader in remedial massage therapy is a powerful story of resilience, strategic adaptability, and lifelong commitment to service. Over 30 years, Naomi has transformed personal challenges and professional setbacks into stepping stones for growth - a mindset crucial for sustained success in health and business. In our latest podcast, Naomi shares how her early experiences and “hard knocks” shaped her entrepreneurial approach: reframing obstacles as opportunities, embracing innovation, and continuously evolving her practice to meet changing client needs. Her ability to “own the narrative” and lead through influence underscores the importance of strategic thinking, persistence, and team collaboration. Key takeaways for professionals seeking leadership in wellness or business include: Reframe challenges to align with your mission: Naomi emphasizes how shifting focus from immediate setbacks to systemic solutions can elevate your impact and open doors for growth. Leverage your experiences for strategic advantage: Her story shows the power of resilience - how fighting through injury and recovering stronger fuels leadership and expert care. Build a credible personal brand through authentic engagement: Sharing lessons learned with transparency converts followers into advocates who support your legacy. Innovate and keep an open mind: Naomi’s integration of eastern and western therapies exemplifies how cross-disciplinary approaches can “blow the lid off” traditional wellness models. Prioritize long-term wellbeing as the foundation of success: Beyond financial goals, sustaining physical health and vitality is key to leading effectively and leaving a lasting legacy. This episode is a must-listen for healthcare professionals, entrepreneurs, and anyone navigating the complexities of leadership through change. Naomi’s blend of clinical mastery and business savvy provides actionable insights to elevate your own strategic journey.   “The true measure of success isn’t avoiding failure but rising from it stronger and wiser.” - Naomi Greenshields  

This episode unpacks essential strategies for business owners and leaders aiming to dominate their fields by leveraging multimedia content and high-impact communication. We explore how to create engaging podcasts using simple tools like GarageBand, and distribute them widely to increase traffic and audience engagement. Understanding today’s digital attention spans is critical - short videos under three to five minutes serve as powerful tools for quick messaging across social channels and email, supporting deeper connections beyond traditional email marketing. We discuss how to craft compelling, SEO-optimized content, including blog posts and micro-videos, that answer your customers’ pressing questions and generate organic visibility. Leaders will gain insights into how to clearly articulate their product or service through concise bios, pitches, and messaging that stand out amid digital noise. We reveal the power of combining succinct storytelling with consistent branding across platforms like LinkedIn, YouTube, and social media, all while building credibility through authentic content and strategic use of clips from interviews or podcasts. Practical advice includes developing layered pitches-a short 60-second message for quick engagement, and a detailed explanation for deeper conversations-ensuring you meet your audience wherever they are. Most importantly, action steps focus on creating a steady content calendar, embracing dynamic audience segmentation and continuously testing and refining your messaging to maximise impact. By embracing these content and communication principles, listeners will learn how to not only grow their visibility and authority but also build meaningful, lasting connections with their target markets in today’s fast-paced digital world.

Join Luke Moroney in this inspiring episode as he chats with Rebecca Cuderman, a dynamic Brisbane real estate agent and business owner. Rebecca shares her journey from a solo agent to leading one of Brisbane’s fastest-growing real estate teams in Logan. Discover pivotal moments in her career, including building effective team structures and shifting from individual contributor to business leader. Rebecca discusses leadership strategies focused on empowering teams, the importance of energy as a driver of success, and how embracing AI is shaping the future of real estate. She offers three actionable tips for business owners to audit their systems, expand lead generation, and leverage AI to boost efficiency. Whether you’re in real estate or any business aiming for growth, this episode delivers practical insights on leadership, resilience, and innovation.

One of Australia’s foremost leadership experts and bestselling authors, to unpack the powerful concept behind The 10 Percent Rule. Anton shares insights into how only 10% of people are natural-born leaders-meaning 90% of leadership skills must be learned, developed, and honed.

In this episode, I sit down with Kyle Manson, a successful mortgage broker who transitioned from employee to business owner in just four years. Kyle shares candid reflections on the biggest challenges he faced, particularly around forming the right partnerships, managing expectations, and stepping up with an entrepreneurial mindset even while still an employee.

Adopting an AI mindset transforms business decisions by emphasising a strong foundation in understanding and manually analysing your data before leveraging AI tools. This approach sharpens clarity on what truly drives growth and enables balanced, confident decisions. Drawing on AI principles—pattern recognition, trend spotting, and scalable systems-helps simplify workflows and shift from doing to leading. Les shares actionable 90-day steps to harness AI-driven focus. 

Leadership coach Jacqui Delarue shares a raw, candid view on how AI is transforming leadership. Though she admits fear of AI, she uses it to empower clients, sharpen thinking, and deepen conversations. Jacqui sees AI not as a replacement, but as a tool demanding stronger emotional intelligence, adaptability, and soft skills to lead effectively in today’s fast-changing business world.

Lachlan Callaghan of Sharewise reveals the biggest challenges in business and investing, how pivotal moments shaped his approach, and what he looks for in partners. He shares how to spot emerging trends and offers three actionable steps listeners can take in 90 days. Lachlan also leaves one legacy word to inspire success beyond wealth, combining practical trading insights with lasting mindset wisdom.

Adam Montone—a highly successful plumber turned property investor who has built an impressive residential property portfolio unlike most tradespeople. Adam’s journey from mastering his trade to generating meaningful passive income through smart real estate investment offers invaluable lessons for anyone looking to build wealth beyond a traditional career. Join us as Adam reveals insights that drive his dual success in business and investing.

Welcome to Business & Investing Playbook, your concise 10-minute strategic guide dedicated to helping entrepreneurs and investors design their winning game plan for the next 90 days of growth and success. Hosted by Luke Moroney, this podcast strips away fluff and focuses on practical, action-oriented insights that move the needle. Subscribe now and start crafting your own playbook.