Bryce has gone through the process of getting personal financial advice, and on today's podcast we speak to him and his adviser Matt Ingram from Northhaven Financial Management, about the process and the outcomes.
We then dive deep into his superannuation and look at the new portfolio he has set up with Matt's help.
That's not all we cover in another big episode of Equity Mates:
- We go around the grounds for the first 3 months of 2025 - which markets were up, which were down?
- A look at some other key asset classes - how did they start the year?
- A look at how costs have moved over the past 3 years
—------
Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.
—------
Keep up with the news moving markets with the Equity Mates daily email and podcast:
- Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning
- Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify
—------
Want more Equity Mates?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
