Level Up With Priyanka Shah

In this deeply personal episode of LevelUp Podcast with Priyanka Shah, Priyanka sits down with Hardik Shah—entrepreneur, property strategist, and her life partner—for an honest conversation about money, marriage, risk, and building wealth together.This isn’t theory.This is lived experience.From starting with just $10,000 in savings to building a multi-property portfolio and transitioning into business, this episode breaks down the real journey behind financial growth.But here’s what makes this episode different…It’s not just about property.It’s about mindset, risk-taking, relationships, and long-term vision.💡 What You’ll Learn in This Episode✔️ Why your first home is not your last home✔️ The biggest mistake most first-time buyers make✔️ How equity + income can unlock exponential growth✔️ Why business income can accelerate wealth faster than a salary✔️ The truth about property vs other investments✔️ How to think long-term (even if you’re just starting out)✔️ Why having the right people around you changes everything🔥 Key InsightMost people think buying a house is the end goal.But in reality…👉 It’s just your entry ticket into the game.As shared in this episode, many people stop after their first property—without a clear plan, vision, or strategy for what comes next.And that’s where they miss out.🚀 A Bigger PerspectiveThis episode also explores something deeper:The power of self-employment and cash flowWhy income is the real engine behind wealthHow small decisions today can shape your next 10–20 yearsAnd why your life partner and environment play a massive role in your successBecause wealth isn’t built in isolation.It’s built through decisions, consistency, and the people you choose around you.🎯 If You’re Someone Who:Is planning to buy your first homeWants to build long-term wealth through propertyIs thinking about starting a businessFeels stuck in a “salary cycle”Or wants clarity on your financial future👉 This episode will shift how you think.🎧 About the PodcastLevelUp Podcast with Priyanka Shah is where real stories meet practical insights—helping you inspire, empower, and elevate your life through better decisions.👉 Watch till the end—you might rethink your entire financial journey.

Most Australians are losing thousands in superannuation every single year — and they don't even know it.A "balanced" fund that's actually 90% high-risk. Insurance inside your super costs 4x what you could pay outside. Lost funds are sitting forgotten across multiple accounts. These aren't edge cases — they're happening to everyday Australians right now.In this episode of Level Up with Priyanka Shah, financial adviser Jordan breaks down everything you actually need to know about your super — at every stage of life — and why the best time to act is always right now.─────────────────────────────🎙️ IN THIS EPISODE, WE COVER:─────────────────────────────✅ The worst age to start looking at your super (hint: most people get this wrong)✅ What "balanced" actually means — and why your fund may be lying to you✅ How to check your risk profile and align it with your investments✅ Return benchmarks you should be measuring your fund against✅ The top 3 industry super funds — and how to compare them✅ Why fees matter more than returns (and what a good fee looks like)✅ The hidden danger of consolidating super funds — losing insurance you can never get back✅ How one client was paying 4x more for insurance inside their super✅ Self-managed super funds — who they're for and who should stay away✅ The one action to take today if you've never actively managed your super✅ Why a $50 extra contribution in your 20s can outperform a lifetime of high earnings─────────────────────────────💬 POWERFUL MOMENT FROM THIS EPISODE:─────────────────────────────"The people I've seen at 60-65 with the biggest balances haven't always been the biggest earners. They just started in their 20s, putting in an extra $30, $40, $50 a paycheck — and they just did that forever."— Jordan─────────────────────────────👤 ABOUT OUR GUEST — JORDAN─────────────────────────────Jordan is a financial adviser with deep expertise in superannuation strategy, insurance planning, and long-term wealth building. He helps Australians at every stage of life take control of their super and make smarter decisions with their money.─────────────────────────────⏱️ TIMESTAMPS:──────────────────────────────────────────────────────────🔔 IF THIS OPENED YOUR EYES:─────────────────────────────Share this with someone in their 20s, 30s or 40s who keeps putting their super in the "deal with it later" pile. This conversation could literally be worth hundreds of thousands of dollars to them one day.👍 Like | 💬 Comment your super question below | 🔔 Subscribe to Level Up with Priyanka Shah─────────────────────────────📌 DISCLAIMER:─────────────────────────────This podcast is for educational and informational purposes only and does not constitute financial advice. Please consult a licensed financial adviser before making any changes to your superannuation or investments.

The Cybersecurity Mistakes Killing Small Businesses

What happens to your family if you die overseas without a will?A young couple flew to India to celebrate their son's first birthday. The husband passed away suddenly — a blood clot in the heart. He had no will. His wife was left devastated, not knowing what he owned, how his business was structured, or even how to bring his body home to Melbourne.This is a real story. And it could happen to anyone.With the holiday season approaching and so many of us planning trips abroad, this episode of Level Up with Priyanka Shah is one you cannot afford to miss.Priyanka sits down with experienced solicitor Patricia Galea to break down everything you need to have in place before you travel — and the very real consequences of not doing it.─────────────────────────────🎙️ IN THIS EPISODE, WE COVER:─────────────────────────────✅ What happens when you die overseas without a will✅ How intestacy laws (dying without a will) decide who gets your assets — and it may not be who you think✅ What happens to your mortgage and debts when you pass away✅ How your children are protected (or not) without a guardian appointed✅ The difference between a Will, Enduring Power of Attorney & Medical Treatment Decision Maker✅ Why your spouse CANNOT automatically make decisions for you✅ The risks of online or DIY will kits✅ What to do if you have assets in multiple countries✅ Where to safely store your documents─────────────────────────────💬 REAL CASE SHARED IN THIS EPISODE:─────────────────────────────A wife left behind with a one-year-old, no will, no idea what her husband's estate looked like, and no guidance on how to bring him home. This is what no documentation looks like in real life — financial chaos on top of unbearable grief.─────────────────────────────👤 ABOUT OUR GUEST — PATRICIA GALEA─────────────────────────────Patricia Galea is an experienced solicitor specialising in estate planning, wills, powers of attorney, and probate. She has helped countless families navigate one of life's most difficult and overlooked areas of planning.─────────────────────────────📌 KEY TAKEAWAY:─────────────────────────────"You have no idea what sort of mental peace and clarity you bring to your family when those documents are in place. It's a peace of mind you simply cannot put a price on." — Patricia Galea─────────────────────────────⏱️ TIMESTAMPS:─────────────────────────────00:00 — Introduction & real story00:00 — What is an estate?00:00 — Dying overseas without a will — what the law says00:00 — How intestacy laws distribute your assets00:00 — What happens to your mortgage & debts00:00 — Protecting your children — appointing a guardian00:00 — Will vs Power of Attorney vs Medical Decision Maker00:00 — Can your spouse automatically make decisions for you?00:00 — Risks of DIY will kits00:00 — Assets in multiple countries00:00 — What to do before you travel00:00 — Final thoughts & key action steps─────────────────────────────🔔 SUBSCRIBE & STAY PROTECTED:─────────────────────────────If this episode opened your eyes, share it with someone you love. It could be the most important conversation they never knew they needed.👍 Like | 💬 Comment | 🔔 Subscribe to Level Up with Priyanka Shah#EstatePlanning #Wills #LevelUpWithPriyankShah

Creating content today feels like a full-time job.Brainstorming. Filming. Editing. Posting. Replying. Scheduling. Repeating.In this episode of Level Up with Priyanka, I sit down with Mia Bauer, CEO of Automate Social, to unpack how business owners can reclaim 20+ hours a week using AI and automation — without losing authenticity or creativity.We discuss:✔ How to build your own Custom GPT that writes in your brand voice✔ Why most people are using AI wrong (and adding more work instead of saving time)✔ The 5 AI tools every business owner actually needs✔ How to bulk schedule content without burning out✔ Why procrastination tells you what to delegate✔ The future of cloning, avatars & AI-powered content✔ How to build a predictable lead funnel using automation✔ Real case studies — including businesses generating hundreds of leads through AI systemsOne powerful takeaway:No one cares more about your business than you do.AI won’t replace you — but it will amplify you if used correctly.If you're a founder, content creator, or small business owner trying to grow without drowning in tasks — this episode is for you.🎯 Watch till the end to learn the exact starting point if you only have 30–60 minutes per week.

In this episode of LevelUp with Priyanka Shah, I sit down with Omprakash, founder of Buyers Bag and experienced buyer's advocate, to demystify property investment through self-managed super funds (SMSF). If you've got money sitting in your super and wondering if it could work harder for you, this conversation will change how you think about retirement planning.KEY TOPICS COVERED:⚡ Why leverage beats industry super returns every time⚡ Real case study: $350K super turned into 60% growth in 2 years⚡ The "buy 2 properties not 1" strategy explained⚡ Cheapest entry point: $70K deposit for $320K property⚡ Regional vs capital city investments through SMSF⚡ 25 due diligence checks before buying⚡ Why Melbourne, Regional VIC, NSW & Tasmania are hot right now⚡ Common misconceptions about SMSF complexityTIMESTAMPS:0:00 - Introduction0:01:49 - Why SMSF property investment is booming0:02:54 - The leverage advantage: Super vs Property0:06:23 - Minimum super balance needed (it's less than you think)0:06:47 - Cheapest property bought: $320K with $70K deposit0:08:17 - Residential vs Commercial for SMSF0:11:14 - Real case study: Neeraj's 60% growth in 2 years0:11:14 - The 2-property diversification strategy0:16:14 - Why you need a buyer's advocate0:17:28 - Portfolio across 5 states strategy0:22:21 - Borrowing capacity separate from personal loans0:23:33 - Biggest misconceptions about SMSF0:26:20 - Realistic returns: Double digit growth explained0:27:35 - Where to buy right now (Regional VIC, NSW, TAS, Melbourne)0:28:46 - Red flags to avoid when buying0:29:26 - 25 due diligence checks explained0:30:53 - SMSF in one wordGUEST BIO:Arpat Shah, an experienced buyer's advocate and the founder of BuyersBud. Arpat Shah has helped many clients accelerate their retirement savings by finding suitable properties through a Self-Managed Super Fund (SMSF).KEY INSIGHTS:Leverage multiplier: $300K in industry super at 10% = $30K growth. Same $300K as property deposit + $700K loan at 7% growth = $70K growthCapital gains tax in SMSF: Less than 10% (vs 50% discount in personal name)Two-property strategy: Diversify risk, maximize cashflow, create exit optionsMinimum entry: Can start with as little as $70-80K super balanceCurrent hot markets: Regional Victoria, Regional NSW, Tasmania, select Melbourne areasRESOURCES:🏠 Connect with Buyers Bag: [Add contact details]About Host & LevelUp Ppdcast:Level Up with Priyanka Shah brings you expert insights on financial planning, insurance, and wealth building specifically for Indians living abroad. Subscribe for practical advice on navigating finances across borders!a👍 If you found this valuable, please LIKE, SHARE & SUBSCRIBE!🔔 Turn on notifications for more NRI financial planning content⚖️ DISCLAIMER:This video is for educational purposes only and does not constitute financial advice. Insurance and investment decisions should be made after consulting with licensed professionals in your country of residence. Tax implications vary by jurisdiction. Returns mentioned are historical and not guaranteed for future performance.#SMSFProperty #PropertyInvestment #SelfManagedSuperFund

🇮🇳 Indian Insurance & Investment Options for NRIs Living Abroad 🇦🇺Are you an NRI in Australia, the US, Canada, or anywhere in the world, wondering about investment options in India? This detailed podcast reveals everything you need to know about Indian insurance policies that combine life coverage with tax-free investment returns! 🎯 What We Cover in This Video:✅ Why LIC-style products aren't available in Australia✅ Endowment, Whole Life & ULIP plans explained for NRIs✅ Real returns: 7-15% compounding annually (TAX-FREE!)✅ How to secure your parents' future from abroad✅ Legacy planning for your children✅ Claim settlement process (500+ claims, 0 rejections!)✅ NRI eligibility and application process✅ Taxation for NRIs in India vs Australia💰 FEATURED PRODUCTS DISCUSSED:1️⃣ Whole Life Plans - Flexible withdrawal + lifelong coverage2️⃣ Endowment Plans - Guaranteed returns after a fixed term3️⃣ Money Back Plans - Periodic payouts during policy term4️⃣ ULIP Plans - Market-linked returns (30% in the last 3 years!)5️⃣ Immediate Annuity - Guaranteed monthly income for parents📊 REAL EXAMPLES FROM THE VIDEO:- ₹8 Lakhs invested → ₹20 Lakhs received (21 years)- ₹10 Lakhs policy → ₹1 Crore maturity (30 years, 8% CAGR)- ₹3.5 Lakhs/year for 20 years → ₹4.8 Lakhs/year FOREVER- ₹10 Lakhs one-time → ₹5,200/month for parents' lifetime🎙️ ABOUT OUR GUEST:Tejas Shah - Insurance Adviser with 25+ years of experience- Second-generation insurance professional (50 years of family experience)- Specialises in NRI insurance and investment planning- Clients across Australia, the US, Canada, New Zealand, and Europe- 500+ death claims settled with 100% success rate👩‍💼HOSTED BY:Priyanka Shah - Insurance Adviser in Australia.- Helps Indians settled in Australia with insurance needs- Expert in comparing Indian vs Australian insurance products- Focus on NRI financial planning and wealth building⏰ TIMESTAMPS:00:00 - Introduction02:49 - Dual-purpose insurance plans explained07:01 - Top products for NRIs12:30 - ULIP vs Traditional plans15:28 - Insurance in Australia vs India18:41 - Real-life case study: Family of 4 with mortgage25:33 - Claim settlement process28:00 - Logistics for NRIs30:51 - Advice for NRIs on the fence34:20 - Immediate annuity plans for parents37:45 - Real client success story🎁 KEY BENEFITS FOR NRIs:✓ Same products available to NRIs as Indian residents✓ No need to be a tax-paying citizen of India✓ Can apply from abroad (but better to visit India)✓ NRO/NRE bank account required✓ GST benefits: Lower tax for NRIs (4.5% first year, 2.25% after)✓ Tax-free maturity under Section 10(10D)✓ Central Government of India guarantee (for traditional plans)📱 CONNECT WITH Tejas Shah:LinkedIn: https://www.linkedin.com/in/tejas-shah-b7b03328About Us:Level Up with Priyanka Shah brings you expert insights on financial planning, insurance, and wealth building, specifically for Indians living abroad. Subscribe for practical advice on navigating finances across borders! 👍 If you found this valuable, please LIKE, SHARE & SUBSCRIBE!🔔 Turn on notifications for more NRI financial planning content---⚖️ DISCLAIMER: This video is for educational purposes only and does not constitute financial advice. Insurance and investment decisions should be made after consulting with licensed professionals in your country of residence. Tax implications vary by jurisdiction. Returns mentioned are historical and not guaranteed to be repeated in the future.#NRIInvestment #IndianInsurance #NRIFinance #AustralianNRI

In this powerful conversation, Todd Duncan shares the inspiring story behind Fuel—a revolutionary learning platform born from a COVID-era livestream that reached 44,000 devices across 13 countries. Unlike traditional learning platforms that stop at content delivery, Fuel takes it a step further with interactive exercises, AI-powered coaching, and performance tracking that turn knowledge into real results.KEY TOPICS COVERED:⚡ The 1% daily improvement formula ⚡ Why micro-learning beats traditional education⚡ How Fuel combines learning + performance⚡ AI coaching available 24/7 in 100 languages⚡ Real transformation stories: weight loss, marriage healing, career growth⚡ From "smart books" to animated content for kids ⚡ Why happy employees create 21% higher profit marginsTIMESTAMPS:0:00 - Introduction0:01:13 - Who is Todd Duncan?0:02:32 - The birth of Fuel during COVID0:05:07 - Why micro-learning changes everything0:06:27 - Performance over content: What makes Fuel different0:11:19 - AI integration & 24/7 coaching0:14:13 - Smart books & the future of learning0:17:03 - Fuel for kids: Teaching the next generation0:19:08 - A father's text: Real impact stories0:20:24 - Transformations: Marriages, health, happiness0:23:06 - Using technology mindfullyGUEST BIO:Todd Duncan is a New York Times bestselling author with 22 books, world-renowned speaker, and founder of Fuel—a micro-learning platform reaching 53 countries. With over 30 years transforming 5+ million lives through relationship selling and personal development, Todd pioneered the concept of making learning accessible anywhere, anytime, on any device.RESOURCES:🔗 Try Fuel: myfuel.ioLinkedIn: Instagram: Don't Miss Out: If you're interested in real estate investment or looking to level up your financial game, this episode is a must-watch!Subscribe to our channel for more expert discussions and insights into real estate, finance, and personal growth.Listen to Our Podcast on Other Platforms:Spotify: https://open.spotify.com/show/1Q0NY5cMTErWqrc9aPbuy1Apple Podcasts: https://podcasts.apple.com/us/podcast/level-up-podcast/id1753974441Amazon Music: https://music.amazon.com/podcasts/35c5ff26-b285-45cb-8121-de2673d81846/level-up-podcastiHeart: https://www.iheart.com/podcast/269-level-up-podcast-189059703/Join Our Fastest-Growing Social Media Community:Instagram: https://www.instagram.com/finsolinsurancesTikTok: https://www.tiktok.com/@priyanka.finsolinsurancesLinkedIn: https://www.linkedin.com/company/finsol-pty-ltd/YouTube: https://www.youtube.com/@finsol.insuranceJoin the Conversation: Leave your thoughts and questions in the comments below. We'd love to hear from you!General Advice Warning:The information provided in this communication is general in nature and does not take into account your personal objectives, financial situation or needs. Before acting on any information, you should consider whether it is appropriate for your circumstances and seek professional advice.#LevelUpWithPriyankaShah

In this LevelUp Podcast Episode, Priyanka Shah sits down with the brilliant brand designer, Milenda. We delve into the emotional journey of creating a brand that's more than just a logo.In this interview, you’ll discover:The essential elements of a strong brand, from business cards to social media.How can even a small business afford to invest in a professional brand?The most common mistakes that make a brand look "poorly done".Why a brand is not a one-off project but an evolving journey.This is more than just a design conversation; it's a masterclass in building a business with purpose and impact.About the Guest:Milenda is a seasoned brand designer with over 22 years of experience. Her journey into the world of design began at a very young age—she knew she wanted to be a graphic designer and own her own business since she was 13 years old. Her passion for design is so deeply ingrained that she describes her work as intuitive, caring, and emotional, rather than just a strategic process. Milenda believes in creating a brand that gives clients a sense of belonging and makes them feel proud. She specialises in creating holistic brands, extending far beyond a simple logo to include every touchpoint and visual element. According to Milenda, the goal of a great brand is to make people want to be a part of your business, your process, or your product.Connect With MilendaLinkedIn:Instagram:Website:Don't Miss Out: If you're interested in real estate investment or looking to level up your financial game, this episode is a must-watch!Subscribe to our channel for more expert discussions and insights into real estate, finance, and personal growth.Listen to Our Podcast on Other Platforms:Spotify: https://open.spotify.com/show/1Q0NY5cMTErWqrc9aPbuy1Apple Podcasts: https://podcasts.apple.com/us/podcast/level-up-podcast/id1753974441Amazon Music: https://music.amazon.com/podcasts/35c5ff26-b285-45cb-8121-de2673d81846/level-up-podcastiHeart: https://www.iheart.com/podcast/269-level-up-podcast-189059703/Join Our Fastest-Growing Social Media Community:Instagram: https://www.instagram.com/finsolinsurancesTikTok: https://www.tiktok.com/@priyanka.finsolinsurancesLinkedIn: https://www.linkedin.com/company/finsol-pty-ltd/YouTube: https://www.youtube.com/@finsol.insuranceJoin the Conversation: Leave your thoughts and questions in the comments below. We'd love to hear from you!General Advice Warning:The information provided in this communication is general in nature and does not take into account your personal objectives, financial situation or needs. Before acting on any information, you should consider whether it is appropriate for your circumstances and seek professional advice.#LevelUpWithPriyankaShah

Ready to escape the 9-5 grind and build a business that works for you?In this episode, host Priyanka Shah and business broker Vaibhav Grover break down everything you need to know about becoming a successful business owner without quitting your day job.He reveals how to find and buy a business for as little as $150,000 and why some franchises, like Subway, are a "set it and forget it" goldmine.Time Stamps:00:00 - Podcast Highlights and Introduction01:11 - The surprising number of IT professionals looking to buy a business.02:10 - What a "passive income business" actually means.03:45 - How you can run a business with just one to two hours of commitment per day.04:24 - The investment you need to start a passive income business.05:04 - Why buying a business is not as easy as buying a house.09:45 - The most in-demand businesses right now, including laundromats and automated car washes.18:16 - The big question: Should you invest in a business or a property?.26:31 - The most common mistake people make when buying a business.28:56 - The key mindset shift from employee to business owner.31:39 - Vaibhav's take on the future of the Melbourne real estate market.🔗 Connect with Vaibhav Grover:LinkedIn:Instagram:Don't Miss Out: If you're interested in real estate investment or looking to level up your financial game, this episode is a must-watch!Subscribe to our channel for more expert discussions and insights into real estate, finance, and personal growth.Listen to Our Podcast on Other Platforms:Spotify: https://open.spotify.com/show/1Q0NY5cMTErWqrc9aPbuy1Apple Podcasts: https://podcasts.apple.com/us/podcast/level-up-podcast/id1753974441Amazon Music: https://music.amazon.com/podcasts/35c5ff26-b285-45cb-8121-de2673d81846/level-up-podcastiHeart: https://www.iheart.com/podcast/269-level-up-podcast-189059703/Join Our Fastest-Growing Social Media Community:Instagram: https://www.instagram.com/finsolinsurancesTikTok: https://www.tiktok.com/@priyanka.finsolinsurancesLinkedIn: https://www.linkedin.com/company/finsol-pty-ltd/YouTube: https://www.youtube.com/@finsol.insuranceJoin the Conversation: Leave your thoughts and questions in the comments below. We'd love to hear from you!General Advice Warning:The information provided in this communication is general in nature and does not take into account your personal objectives, financial situation or needs. Before acting on any information, you should consider whether it is appropriate for your circumstances and seek professional advice.

Is your marketing budget disappearing with nothing to show for it? Are you tired of "best practices" that don't deliver results? I sat down with Kunal, a seasoned digital marketing agency founder, to uncover the truth about what's really working for businesses in 2025.In this deep-dive conversation, Kunal breaks down why he believes most companies are wasting their money on ads and reveals the single most powerful strategy to generate leads and sales organically. We also discuss the #1 mistake that kills 99% of businesses and the massive shift from SEO to "Generative Engine Optimization" (GEO) that will define the next decade of digital marketing.This episode is a masterclass for any entrepreneur, marketer, or business owner who wants to build a sustainable growth engine.🔥 In this episode, we cover:► Why content is king (and how to do it right).► The single biggest mistake businesses make when marketing.► The death of traditional SEO and the rise of GEO.► How to choose the right social media platform for YOUR business (B2B vs. B2C).► Actionable advice for creating a marketing strategy that actually works.Connect with our guest, Kunal:LinkedIn: Timestamps00:00 - Intro02:15 - Meet Kunal: The Journey from Employee to Agency Founder05:40 - Content vs. Paid Ads: An Expert's Verdict09:12 - The #1 Mistake Killing 99% of Businesses14:55 - Case Study: How a Small Business Doubled Leads in 90 Days18:30 - SEO is Dead. Welcome to the Era of GEO.23:05 - B2B vs. B2C: The Right Platform Strategy27:40 - LinkedIn Deep Dive (for B2B)31:15 - Instagram & YouTube Strategy (for B2C)35:50 - The "Value Bomb" Content Framework40:10 - Final Advice & Key Takeaways

Are you struggling with digital addiction? Constantly checking your phone during dinner? This eye-opening conversation with Thao Vanessa Tran from Detox explores the critical intersection of technology and mental health.🎯 What You'll Learn:- ~ The difference between digital wellness and digital detox~ How "interest media" is replacing traditional social media metrics ~ Why unused creativity leads to depression and anxiety~ Practical strategies to help children navigate social media safely- How to create meaningful content without burning out⏰ TIMESTAMPS:00:00 - Introduction: The Digital Addiction Crisis01:47 - What is Digital Wellness?04:12 - Personal Digital Habit Management Strategies06:31 - Digital Wellness Assessment Process08:39 - Signs of Digital Wellness Struggles11:48 - Social Media's Impact on Mental Health15:09 - From Social Media to "Interest Media"18:41 - Working with Families and Children24:10 - Mindful Content Creation for Brands29:42 - Building Personal Brand Without Burnout32:19 - The Power of Creative Expression34:42 - Music, Storytelling & Digital Wellness39:15 - Digital Future for Next Generation42:02 - Final Wisdom: "Done Not Perfect"🔗 Connect with Vanessa:LinkedIn: https://www.linkedin.com/in/thaovanessatranInstagram: https://www.instagram.com/tha0ieDon't Miss Out: If you're interested in real estate investment or looking to level up your financial game, this episode is a must-watch!Follow us for more expert discussions and insights into real estate, finance, and personal growth.Join Our Fastest-Growing Social Media Community:Instagram: https://www.instagram.com/finsolinsurancesTikTok: https://www.tiktok.com/@priyanka.finsolinsurancesLinkedIn: https://www.linkedin.com/company/finsol-pty-ltd/YouTube: https://www.youtube.com/@finsol.insurance

In this comprehensive guide, we break down the most effective tax planning strategies for the 2024-25 financial year. Whether you're a high-income earner, business owner, or looking to optimise your superannuation, this video covers everything you need to know before June 30.🔥 KEY STRATEGIES COVERED:✅ Superannuation contribution limits and carry-forward rules✅ How one client saved $220,000 using family trust structures✅ Stage 3 tax cuts impact on different income brackets✅ Negative gearing strategies for property investors✅ Small business instant asset write-offs ($20,000 limit)✅ Self-managed super fund considerations✅ Trust structures for income splittingTimestamps:⚠️ DISCLAIMER: This is general advice only. Always consult with a qualified accountant or financial advisor for your specific circumstances.

Welcome to our latest Level Up Podcast Episode, where we explore today why AIA Health & Life Insurance is a smart choice for securing your future. Your host Priyanka Shah is joined by John Giannikos, an expert in insurance and financial planning, to break down the benefits and features of AIA’s health and life insurance plans.Key Topics Discussed:~ What makes AIA Health & Life Insurance stand out from competitors~ Comprehensive coverage options that cater to diverse needs~ How AIA’s policies ensure long-term financial security for you and your family~ Flexible health and life insurance plans to fit different life stages~ Insights into how AIA supports customers with a personalized approachAbout Our Guest: John Giannikos is a seasoned insurance expert with years of experience in helping individuals and families make informed decisions about their health and life coverage.LinkedIn: https://www.linkedin.com/in/john-giannikosDon't Miss Out: If you're interested in real estate investment or looking to level up your financial game, this episode is a must-watch!Subscribe to our channel for more expert discussions and insights into real estate, finance, and personal growth.Listen to Our Podcast on Other Platforms:Spotify: https://open.spotify.com/show/1Q0NY5cMTErWqrc9aPbuy1Apple Podcasts: https://podcasts.apple.com/us/podcast/level-up-podcast/id1753974441Amazon Music: https://music.amazon.com/podcasts/35c5ff26-b285-45cb-8121-de2673d81846/level-up-podcastiHeart: https://www.iheart.com/podcast/269-level-up-podcast-189059703/Join Our Fastest Growing Social Media Community:Instagram: https://www.instagram.com/finsolinsurancesTikTok: https://www.tiktok.com/@priyanka.finsolinsurancesLinkedIn: https://www.linkedin.com/company/finsol-pty-ltd/YouTube: https://www.youtube.com/@finsol.insuranceJoin the Conversation: Leave your thoughts and questions in the comments below. We'd love to hear from you!

🌏 Wondering where to invest next? Gurjan Singh, a savvy investor and industry expert, shares why Australian farmland might be your golden ticket.📈 In this episode of Levelup with Priyanka Shah, we dive into Gurjan’s inspiring journey—from his first investment to realizing the unmatched value of agricultural real estate in Australia.What you'll discover:~ Why I paid $2.5M for a farm the same day I saw it~ The hidden costs that destroy most land deals~ How farmers made millions during COVID while others lost everything~ Minimum 10% deposit strategy (2-3 year settlement)~ Water rights mistakes that cost thousands~ Why Werribee South beats other investment areas~ Real farming income: $28,000 lettuce from 1 acre in 3 months~ How to avoid the $200K mistakes most investors make💬 Like, comment, and subscribe for more inspiring investment strategies.Timestamps:0:00 - $2.5M same-day farm purchase story4:30 - Why 87% of land investors fail8:15 - Hidden water rights trap12:20 - Real farming income numbers16:45 - Minimum investment requirements20:10 - Best areas to avoid vs investSubscribe to our channel for more expert discussions and insights into real estate, finance, and personal growth.Listen to Our Podcast on Other Platforms:Spotify: https://open.spotify.com/show/1Q0NY5cMTErWqrc9aPbuy1Apple Podcasts: https://podcasts.apple.com/us/podcast/level-up-podcast/id1753974441Amazon Music: https://music.amazon.com/podcasts/35c5ff26-b285-45cb-8121-de2673d81846/level-up-podcastiHeart: https://www.iheart.com/podcast/269-level-up-podcast-189059703/Join Our Fastest-Growing Social Media Community:Instagram: https://www.instagram.com/finsolinsurancesTikTok: https://www.tiktok.com/@priyanka.finsolinsurancesLinkedIn: https://www.linkedin.com/in/priyankashahadviserYouTube: https://www.youtube.com/@finsol.insuranceJoin the Conversations by leaving your thoughts and questions in the comments below. We'd love to hear from you!⚠️ DISCLAIMER: This is NOT financial advice. Our guests are sharing their personal experiences and losses. Always do your own research and consult professionals before investing.#Investment #AustralianFarmland #LevelUpWithPriyanka

In this episode of Level Up with Priyanka Shah, we sit down with Jonathan Williams, an intellectual property lawyer from Art and Commerce Lawyers and Trademark Attorneys, to unpack everything business owners need to know about trademarks.Jonathan breaks down the essential information about protecting your business brand, including:What exactly is a trademark and why it's crucial for your businessCommon misconceptions about trademarks vs. business namesThe difference between trademarks, copyright, and patentsWhen is the right time to register your trademarkThe step-by-step process of registering a trademarkWhat to do if someone copies your brandCommon mistakes business owners make with trademarksHow to protect your brand internationallyWhether you're just starting a business or looking to protect your established brand, this episode provides valuable insights into the legal aspects of trademark protection that could save you thousands of dollars and prevent the headache of having to rebrand.Connect with Jonathan Williams:Website: www.artcomlaw.au

💼 Are you ignoring your superannuation? You could be leaving tens of thousands on the table.In this eye-opening episode of LevelUp Podcast with Priyanka Shah, we dive deep with financial expert Michael Sauer into:✅ The basics and benefits of superannuation✅ Common mistakes most Australians make✅ How to choose the right super fund✅ Salary sacrificing, concessional & non-concessional contributions✅ Super strategies to minimise tax and retire rich✅ Insurance inside vs outside super explainedWhether you're in your 20s or 50s, it's time to take control of your financial future.👤 Connect with Michael:https://www.linkedin.com/in/michael-sauer/Timestamps:00:00 - Introduction to Superannuation00:38 - What Is Superannuation & Why It’s Powerful01:15 - The Tax Benefits of Super02:00 - Why Most Aussies Ignore Their Super03:15 - Common Mistakes: Forgotten Funds & Incorrect Details04:50 - Boosting Your Super with Contributions05:45 - Concessional vs. Non-Concessional Explained07:00 - Salary Sacrifice Example ($120K Income)08:10 - Contribution Caps & Carry-Forward Rule09:45 - Personal Deductible Contributions10:25 - How Much Should You Contribute? (Cash Flow Tips)11:15 - Small Contributions + Compounding = Big Impact12:05 - Super Investment Strategies: Growth vs Balanced vs Conservative13:45 - Choosing the Right Investment Option by Age15:05 - Risks, Fees & Retirement Bonus in Super Funds16:45 - Should You Switch Super Funds?18:05 - Retail vs Industry vs SMSF — What’s Right for You?19:30 - ATO’s Super Fund Comparison Tool20:35 - Insurance Inside Super: What You Didn’t Know22:35 - Why Retail Insurance Might Be Cheaper (Myth Busted)24:00 - The Danger of Relying Solely on Super Insurance25:30 - Key Things to Review in Your Super Statement26:25 - Beneficiaries in Super: Are You Doing It Right?28:00 - What Age Should You Start Taking Super Seriously?29:15 - Accessing Super in Retirement (TTR vs Pension Phase)31:00 - Lump Sum vs Monthly Pension: What’s Best?32:10 - Consolidating Super: What to Check First33:05 - Why Multiple Funds = Higher Fees & Complexity34:10 - How to Avoid Outliving Your Super35:15 - Strategic Retirement Planning with an Advisor36:30 - Final Tips: Don’t Wait to Take Control of Your Super!

Welcome to the Level Up Podcast! In this episode, your host Priyanka Shah is joined by Lisa Pettit, an insurance & Policy expert, to help you unlock the full potential of your insurance policy. Whether you're new to insurance or looking to maximize your current coverage, this conversation will provide you with actionable insights to make informed decisions.Connect with GuestLinkedIn: https://www.linkedin.com/in/lisa-pettit-50...Don't Miss Out: If you're interested in real estate investment or looking to level up your financial game, this episode is a must-watch!Subscribe to our channel for more expert discussions and insights into real estate, finance, and personal growth.Listen to Our Podcast on Other Platforms:Spotify: https://open.spotify.com/show/1Q0NY5cMTErWqrc9aPbuy1Apple Podcasts: https://podcasts.apple.com/us/podcast/level-up-podcast/id1753974441Amazon Music: https://music.amazon.com/podcasts/35c5ff26-b285-45cb-8121-de2673d81846/level-up-podcastiHeart: https://www.iheart.com/podcast/269-level-up-podcast-189059703/Join Our Fastest Growing Social Media Community:Instagram: https://www.instagram.com/finsolinsurancesTikTok: https://www.tiktok.com/@priyanka.finsolinsurancesLinkedIn: https://www.linkedin.com/company/finsol-pty-ltd/YouTube: https://www.youtube.com/@finsol.insuranceJoin the Conversation: Leave your thoughts and questions in the comments below. We'd love to hear from you!

In this podcast episode, we sit down with Ben Mitchell, an expert buyer’s advocate, to uncover the biggest mistakes buyers make and how to confidently navigate the property market. Whether you’re a first-time homebuyer or a seasoned investor, this episode is packed with insights to help you avoid costly mistakes and make smarter real estate decisions.📌 What you'll learn in this episode:✔️ The biggest misconceptions about buying property 🏡✔️ How to spot red flags before purchasing 🚨✔️ The do’s and don’ts of property investment 💰✔️ Smart negotiation strategies to save money 📝✔️ How to ensure you're not overpaying for a home 🔎💡 Don’t make a costly real estate mistake! Watch till the end for expert tips that could save you thousands.Timestamps:00:00 – Introduction: The biggest real estate misconceptions00:26 – Meet Ben Mitchell: Expert Buyer’s Advocate00:58 – Tips for first-time buyers02:33 – Investment vs. home buying – key differences04:31 – What makes a property “good” or “bad”?06:02 – Real-life case study: Avoiding a $100K mistake08:38 – Why people struggle with buying property10:37 – Market research: Finding the right home14:39 – Red flags to watch out for18:11 – The power of speed in negotiations22:19 – Trends in the property market for 202424:40 – Final thoughts & expert adviceGuest Resources:Don't Miss Out: If you're interested in real estate investment or looking to level up your financial game, this episode is a must-watch!Subscribe to our channel for more expert discussions and insights into real estate, finance, and personal growth.Listen to Our Podcast on Other Platforms:Spotify: https://open.spotify.com/show/1Q0NY5cMTErWqrc9aPbuy1Apple Podcasts: https://podcasts.apple.com/us/podcast/level-up-podcast/id1753974441Amazon Music: https://music.amazon.com/podcasts/35c5ff26-b285-45cb-8121-de2673d81846/level-up-podcastiHeart: https://www.iheart.com/podcast/269-level-up-podcast-189059703/Join Our Fastest Growing Social Media Community:Instagram: https://www.instagram.com/finsolinsurancesTikTok: https://www.tiktok.com/@priyanka.finsolinsurancesLinkedIn: https://www.linkedin.com/in/priyankashahadviserYouTube: https://www.youtube.com/@finsol.insuranceJoin the Conversation by Leaving your thoughts and questions in the comments below. We'd love to hear from you!#levelupwithpriyanka #estateplanning #estateexperts

In this episode, Simon Dale, an experienced real estate agent and auctioneer from Melbourne, shares actionable tips to confidently navigate the real estate market. Timestamps: 00:00 - Introduction: Welcome to the podcast! 01:15 - Meet Simon Dale: Real estate expert and auctioneer 03:10 - Current state of the 2025 real estate market 05:30 - When is the best time to sell your property? 10:20 - Preparing your property: Decluttering, styling, and presentation tips 14:45 - Off-market vs. on-market strategies explained 19:50 - How to choose the right real estate agent 22:30 - The role of emotions and professionalism in property negotiations 25:15 - Using technology: Virtual tours and their impact on buyers 28:40 - What to do if your property doesn’t sell as planned 31:20 - Simon’s #1 piece of advice for anyone looking to sell 33:10 - Closing thoughts: Why expertise and strategy matter in real estate Don't Miss Out: If you're interested in real estate investment or looking to level up your financial game, this episode is a must-watch! Subscribe to our channel for more expert discussions and insights into real estate, finance, and personal growth. Listen to Our Podcast on Other Platforms: Spotify: https://open.spotify.com/show/1Q0NY5cMTErWqrc9aPbuy1 Apple Podcasts: https://podcasts.apple.com/us/podcast/level-up-podcast/id1753974441 Amazon Music: https://music.amazon.com/podcasts/35c5ff26-b285-45cb-8121-de2673d81846/level-up-podcast iHeart: https://www.iheart.com/podcast/269-level-up-podcast-189059703/ Join Our Fastest Growing Social Media Community: Instagram: https://www.instagram.com/finsolinsurances TikTok: https://www.tiktok.com/@priyanka.finsolinsurances LinkedIn: https://www.linkedin.com/company/finsol-pty-ltd/ YouTube: https://www.youtube.com/@finsol.insurance

In this episode of the LevelUp Podcast, we’re joined by Patricia Galea, Principal Solicitor at Galea and First Solicitors in Melbourne. Patricia walks us through the crucial elements of estate planning, including wills, trusts, powers of attorney, and how to avoid costly mistakes. Timestamps 00:00:00 - Introduction: Why estate planning matters. 00:00:23 - Meet Patricia Galea: Your estate planning expert. 00:01:11 - What is estate planning? Wills, trusts, and beyond. 00:02:34 - Testamentary trusts: Protecting assets from marital breakdowns. 00:06:25 - Powers of attorney: Financial and medical decisions explained. 00:09:09 - The risks of dying without a will (intestacy issues). 00:17:05 - Why DIY wills can cause costly disputes. 00:26:13 - Protecting your children: Appointing guardians and trusts. 00:30:21 - Binding vs. non-binding nominations in superannuation. 00:34:44 - Final thoughts: Takeaways from Patricia Galea. Don't Miss Out: If you're interested in real estate investment or looking to level up your financial game, this episode is a must-watch! Subscribe to our channel for more expert discussions and insights into real estate, finance, and personal growth. Listen to Our Podcast on Other Platforms: Spotify: https://open.spotify.com/show/1Q0NY5cMTErWqrc9aPbuy1 Apple Podcasts: https://podcasts.apple.com/us/podcast/level-up-podcast/id1753974441 Amazon Music: https://music.amazon.com/podcasts/35c5ff26-b285-45cb-8121-de2673d81846/level-up-podcast iHeart: https://www.iheart.com/podcast/269-level-up-podcast-189059703/ Join Our Fastest Growing Social Media Community: Instagram: https://www.instagram.com/finsolinsurances TikTok: https://www.tiktok.com/@priyanka.finsolinsurances LinkedIn: https://www.linkedin.com/company/finsol-pty-ltd/ YouTube: https://www.youtube.com/@finsol.insurance Join the Conversation by Leaving your thoughts and questions in the comments below. We'd love to hear from you! #levelupwithpriyanka #estateplanning #estateexperts

Welcome to the very first episode of the Level Up Podcast! In this episode, your host Priyanka Shah sits down with Hardik Shah, a seasoned real estate investor and entrepreneur, to unlock the secrets to successful real estate investment. Key Topics Discussed: ~ Fundamental strategies for real estate investment ~ How to identify lucrative property opportunities ~ The importance of market research in real estate ~ Tips on managing risk and maximizing returns ~ Hardik Shah’s personal journey and insights into the real estate market About Our Guest: Hardik Shah is a leading expert in real estate investment with years of experience in identifying and capitalizing on profitable property opportunities. His practical advice and insider tips will give you the tools you need to succeed in the real estate market. Don't Miss Out: If you're interested in real estate investment or looking to level up your financial game, this episode is a must-watch! Subscribe to our channel for more expert discussions and insights into real estate, finance, and personal growth. Listen to Our Podcast on Other Platforms: Spotify: https://open.spotify.com/show/1Q0NY5cMTErWqrc9aPbuy1 Apple Podcasts: https://podcasts.apple.com/us/podcast/level-up-podcast/id1753974441 Amazon Music: https://music.amazon.com/podcasts/35c5ff26-b285-45cb-8121-de2673d81846/level-up-podcast iHeart: https://www.iheart.com/podcast/269-level-up-podcast-189059703/ Join Our Fastest Growing Social Media Community: Instagram: https://www.instagram.com/finsolinsurances TikTok: https://www.tiktok.com/@priyanka.finsolinsurances LinkedIn: https://www.linkedin.com/company/finsol-pty-ltd/ YouTube: https://www.youtube.com/@finsol.insurance Join the Conversation: Leave your thoughts and questions in the comments below. We'd love to hear from you!

In this episodes, Priyanka Shah, interviewed Lisa Pettit senior business development manager at Zurich and Onepath