Australian Finance Podcast

7 expert money tips to start the new financial year

7 snips
Jul 28, 2025
Guest
Alex Luck
In this episode, Alex Luck, financial advisor and co-founder of Everest Wealth, shares invaluable insights on money management. He emphasizes the importance of setting achievable financial goals and the balance between education and advice. Listeners learn strategies for dealing with debt and cash flow, aligning spending with personal values, and making that crucial first investment. Alex also addresses common pitfalls like analysis paralysis. His practical tips provide a solid foundation for anyone looking to kickstart their financial year with confidence.
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INSIGHT

Start With Focused Education

  • Continuing your financial education is crucial for long-term success.
  • Focus on one trusted source initially to avoid information overload and build a solid foundation.
ADVICE

Get Financial Advice Early

  • Book a free initial meeting with a financial advisor to clarify your goals and understand the advice process.
  • This meeting can validate your plan or guide you if you feel stuck or lack time to learn yourself.
ADVICE

Beat Debt With Dominos Strategy

  • Attack high-interest debts first, like credit cards, before moving to lower interest debts like buy now pay later.
  • Paying off debts in sequence provides psychological momentum and financial relief.
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