Navigating Banking Relationships

The markets are wild and cash rates are dropping quickly at the major banks: Investors of every type need cash. Here's a guide for the investor who wants to be ready for the next opportunity.

Liam Shorte of the Sonas Group joins Associate Editor- Wealth James Kirby in this episode.

-------
In today's episode, we cover:

• Finding the best cash rates 
• Optimising offset accounts
• Reviewing Dividend Reinvestment Plans 
• Sorting your super inheritance (and that does not mean your Will)
  
  

See omnystudio.com/listener for privacy information.