In this Australian Finance Podcast episode, Owen Rask is joined by financial adviser and Everest Wealth co-founder Alex Luck to break down seven practical money tips to kick off the new financial year.
Whether you’re new to managing your money or ready to level up, this episode covers:
– Education, advice, and the value of financial planning
– Creating clear goals and a realistic budget
– Dealing with debt and cash flow
– Investing with confidence and starting now
Alex shares insights from years of working with clients at all stages of life and helps unpack what’s really important when it comes to building wealth sustainably.
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You can follow Rask on Instagram and TikTok for quick financial tips.
Topics Covered
– Why a financial fresh start in July matters
– How to set achievable money goals
– The role of education vs. advice
– Dealing with analysis paralysis
– Credit card, buy now pay later, and debt payoff strategy
– How to talk money with your partner
– Aligning your spending to your values
– How to make your first investment today
– What Everest Wealth does for clients across Australia
– Why personal finance is a series of small wins
Resources for this episode 📄 Learn more about Everest Wealth and book a free chat: 👉 https://everestwealthgroup.com.au/
🧮 Free course: How to plan your financial goals – https://education.rask.com.au
~~ Show partner resources ~~
💰 Join Pearler using code “RASK” for $15 of Pearler Credit - https://bit.ly/Pearler
📊 Get 50% off your first two months using PocketSmith - https://bit.ly/R-PocketSmith
📈 View Betashares full range of funds - https://bit.ly/beta-25
~~ Rask resources ~~
🔗 Explore all Rask services - https://bit.ly/R-services
📋 Learn about Rask Financial Planning - https://bit.ly/R-plan
📈 Start investing with Rask - https://bit.ly/R-invest
📜 Access Show Notes - https://bit.ly/R-notes
❓ Ask a question - just select the Finance Podcast - https://bit.ly/R-quest
📲 Follow us on social media: Instagram: @rask.invest – https://www.instagram.com/rask.invest/ TikTok: @rask.invest – https://www.tiktok.com/@rask.invest
DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it.
If you’re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.
The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) – https://www.rask.com.au/fsg
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