Australian Investors Podcast

📈 Your investing questions answered | Rask Invest mini series 4/4

20 snips
May 30, 2024
In this engaging session, the hosts tackle a variety of investment strategies, emphasizing ETFs and personalization in financial advice. They introduce new portfolios like Terra, Martian, and Jupiter, showcasing their unique characteristics. The discussion dives into the complexities of investment fees, automation in managing accounts, and the shift towards simpler strategies. Listeners benefit from a live Q&A, gaining insights into navigating the investment landscape while staying informed and transparent in their financial decisions.
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INSIGHT

Why Rask Invest Was Launched

  • Rask Invest exists to help people who know investing is important but prefer hands-off solutions.
  • The service packages Rask's research into managed ETF portfolios to scale support beyond education.
ADVICE

Reduce The Behaviour Gap

  • Avoid behavioural mistakes that cause investors to buy high and sell low.
  • Use a managed service to keep you invested and reduce the 'behaviour gap' that undercuts returns.
INSIGHT

Transparent HIN-Based Accounts

  • Rask Invest dashboard shows full transparency: holdings, transactions, distributions, and fees.
  • Clients own the ETF units (HIN) while Rask manages allocations and reporting.
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