Money Stories

BONUS EP: ” What should I have in place before I start investing?” - Money Questions

Before you jump into property, shares or building wealth, there are 3 essential pillars you need to get right, and financial planner Dan Walsh is here to break them down.In this bonus episode of Money Stories, Money Questions, Dan shares the practical foundations every investor needs:✔️ A strong financial structure✔️ The right protections in place✔️ Clear control over your superannuationThink of it as your money safety net , so you can invest with confidence, not chaos.Disclaimer:This episode contains general advice only and does not take into account your personal objectives, financial situation, or needs.

Dan Walsh: Just get started!

In this episode of Money Stories, we sit down with Dan Walsh, a financial planner whose journey through business ownership and career transformation is full of valuable insights. Dan founded and built his own financial planning business, Tailored Wealth, before making the decision to sell and step into a new role as Head of Wealth Protection at Invest Blue.Dan opens up about the realities of business ownership, what drove him to start, the challenges he faced along the way, and the big decision to exit. He shares how his relationship with money and wealth building has evolved as his life goals have shifted — from growing a business to now focusing on family, lifestyle, and protecting what matters most.As a financial planner, Dan also shares powerful tips on building long-term wealth, covering the most common mistakes people make, what to prioritise early on, and how to set yourself up for a secure and meaningful retirement. His advice is practical, personal, and filled with clarity.If you're ready to take control of your finances or start investing, hit play — and let Dan’s story inspire your next move.

Amy Harris: The power of saying yes

In this episode of Money Stories, we chat with Amy Harris, our usual co-host of the Money Stories podcast, a property investor, and a key part of the family behind the business In Financial Services. At just 29, Amy has achieved incredible property success—but it all started as a university student with no real savings and big dreams.
Amy shares how embracing the power of saying yes to opportunities and accepting help from others opened the door to her property investment journey. With a little nudge from her mum (Janine Harris—Ep. 2) and the support of government grants, Amy was able to purchase her first property during the pandemic. From there, she discovered the rewards of taking calculated risks and saying yes to opportunities, turning her parents' initial support into over $700,000 in wealth in just three years.
Throughout this episode, Amy reflects on the mindset shifts that helped her succeed, the lessons she learned from buying, renovating, and investing, and why reaching out for help can make all the difference. She also talks about the importance of focusing on your own goals—ignoring the noise of what others might think—and just doing what you need to do to move forward. Most importantly, she reminds us all to have fun along the way and not take things too seriously, because enjoying the process is just as important as achieving the outcome.
Whether you’re just starting out or looking for inspiration, Amy’s story is proof that property investing is more achievable than it seems when you’re willing to learn, take risks, and say yes to the possibilities ahead.

Janine Harris: If it is to be, it’s up to me

In this episode of Money Stories, we are joined by Janine Harris, founder of In Financial Services, mortgage broker with over 25 years of experience, and property investor who has owned more than 30 investment properties throughout her life.
Janine opens up about growing up in a family of savers, knowing she wanted more than just a secure nest egg—she wanted a life she could enjoy while building wealth. Starting at 19 with her first property, Janine figured out property investing the hard way, back when it wasn’t a topic people talked about. That determination led her to a career in mortgage brokering and a lifetime of financial success.
Throughout the episode, Janine shares practical insights on starting your property investment journey, what she wishes she’d done differently, and her biggest lessons learned. Plus, we tackle some of the biggest myths about finance and property that might be holding you back.
If you’ve ever wondered whether property investing is within your reach, this episode will prove that it’s not only possible—it’s easier than you think when you have the right mindset.

Pat Mears: Delaying Gratification

In our first episode of Money Stories, we’re joined by Pat Mears, a seasoned property manager and owner of the successful Rubix Realty. Pat shares his inspiring journey from starting in real estate as a teen to building a portfolio of investment properties that’s setting him up to achieve his financial dream: retiring on the Gold Coast.
Pat dives into the lessons he learned early on about saving and budgeting from his parents and property investment books, and how those principles shaped his approach to building wealth. He emphasises the power of delayed gratification, saving, and planning for the future rather than chasing instant rewards.