In this episode of Pizz-Spectives, Rob Pizzichetta from Mont Wealth is joined by real estate professionals Jane Skinner, Adam Vocale, and John Morello to discuss the current trends and insights within the property market. Jane shares her experiences in Sydney Road, Brunswick's competitive real estate landscape, including the impact of the Vic Home Buying Scheme on first home buyers. Adam provides an in-depth look at demand patterns in the Mornington Peninsula, especially among transitional buyers and first home owners, while John discusses the nuances of the northwest Melbourne market, focusing on properties in North Melbourne, West Melbourne, Kensington, Essendon, and surrounding areas. The conversation covers important topics like market demand, property pricing, investment trends, and the challenges posed by land tax and maintenance costs for landlords. Tune in to get valuable tips and stay updated on the real estate market dynamics!

00:00 Introduction and General Advice Disclaimer

00:12 Jane Skinner's Market Insights

05:07 Adam Vocale on Mornington Peninsula Market

07:19 John Morello on Northwest Melbourne Market

24:09 Landlord Challenges and Market Trends

28:56 Conclusion and Contact Information

John Morello — Director & Auctioneer, Jellis Craig (Inner North/Inner NW)

P: 9379 2000 | M: 0412 088 757

JohnMorello@jelliscraig.com.au

Adam Vocale — Partner & Licensed Estate Agent, Jellis Craig Sorrento & Rye (Southern Peninsula)

P: 5984 0999 | M: 0418 113 070

AdamVocale@jelliscraig.com.au

Jane Skinner — Sales & Auctioneer, Licensed Estate Agent, Walshe & Whitelock (Brunswick/Coburg/Pascoe Vale)

M: 0438 530 080 | T: 9384 1400

Jane@walshewhitelock.com.au

walshewhitelock.com.au

Welcome to Pizz-Spectives | Managed Accounts Explained + Exciting Award News!

In this episode of Pizz-Spectives, Rob Pizzichetta, Founder of Mont Wealth, shares some exciting news—Mont Wealth has been named a finalist for the 2025 IMAP Boutique Licensee of the Year! 🎉

But what exactly is a managed account—and how can it benefit both investors and financial advisers?

In this deep-dive video, Rob explains:

✅ What a managed account is

✅ How it differs from traditional managed funds

✅ The structure and players involved (Investor, Adviser, Portfolio Manager, Platform Provider)

✅ Key benefits like transparency, tax efficiency, and real-time execution

✅ Mont Wealth’s Strategic Growth and Income portfolios

✅ How managed accounts support personalised, goals-based investing

✅ Adviser advantages including efficiency, fairness, and scalability

🔎 Learn how Mont Wealth’s wholesale MDA on the HUB24 platform combines institutional-grade discipline with personalised advice.

We also walk through how Mont Wealth’s investment philosophy—backed by research from Greenwood & Co. and Foresight Analytics—delivers risk-adjusted returns across cycles.

🎯 Whether you're an accumulator seeking long-term growth or a retiree seeking stable income, this video will help you understand how managed accounts can be tailored to meet your financial goals.

👇 Want to know more or explore how managed accounts fit into your financial strategy?

📧 Contact Rob directly: rob@montwealth.com.au

🌐 Visit: www.montwealth.com.au

🔔 Don't forget to like, subscribe, and turn on notifications for more insights on strategic investing, portfolio construction, and economic outlooks from the Mont Wealth team.

🎉 Wish us luck at the awards on August 21st—and thank you for your ongoing support!

#MontWealth #ManagedAccounts #InvestmentStrategy #FinancialPlanning #PizzSpectives #BoutiqueLicensee #IMAP #StrategicGrowth #RetirementIncome #WealthManagement #Transparency #Hub24 #IFAExcellenceAwards

Pizz-Spectives: Mont Wealth Investment Strategy & Performance Review FY 2025

**GENERAL ADVICE ONLY**

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, reviews the FY25 performance of Mont Wealth Managed Accounts and discusses the outlook for various asset classes. He highlights the performance of the multi-asset strategic growth and income portfolios, the role of the investment committee, and the five-step investment process. Rob also examines macroeconomic trends, the impact of inflation, and future drivers of growth, including AI and infrastructure. Additionally, the episode covers the IMF's projections for global GDP, asset allocation strategies, and the importance of active management in achieving stable and optimal returns.

00:00 Introduction to Pizz-Spectives

00:14 FY 25 Performance Overview

01:01 Investment Committee Insights

01:31 Five-Step Investment Process

03:26 Historical Market Trends and Future Outlook

06:57 Mont Wealth FY 25 Performance Comparison

11:54 Asset Allocation Strategy

22:41 Superannuation Updates and Final Thoughts