Ask an Adviser: Tax strategies, leveraged investments, anxiety around super - Dylan Pargiter-Green

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Jul 15, 2024

Dylan Pargiter-Green from Bold Wealth gives advice on joint finances, tax strategies, leveraging investments, and retirement planning. Topics include managing finances as a couple, saving for children's education, leveraging in property vs. stock market, and retirement income strategies.

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Intro

00:00 • 3min

Financial advisor introduction and advice on managing joint finances as a couple

02:43 • 4min

Navigating Finances in a Relationship and Planning for Children's Education

06:43 • 11min

Strategic Tax Planning and Leveraged Investments

18:12 • 7min

Comparing Leverage in Property vs. Stock Market

25:07 • 10min

Retirement Planning and Income Generation Strategies with a Financial Planner

34:55 • 1min

Navigating Retirement Planning and Realistic Savings Figures

36:21 • 5min

Wrapping Up Tax Advice and Encouraging Professional Guidance

40:59 • 3min

We're back with our latest Ask an Adviser episode, this time with Dylan Pargiter-Green, Director & Advisor at Bold Wealth.

Ask an Adviser is your chance to put your questions to some of Australia's top financial advisers. We know the cost of advice is out of control and we want to help bring advisers closer to Australians who cannot afford them. If you have a question ask via our website and we'll feature it in a future episode.

Here's what we cover it this episode:

Setting up your finances as a couple
Investing for a child's education
When's the right time to pursue different tax strategies?
Investing using leverage
Managing your super and ensuring you have enough for retirement

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