Peter Nevill is a former Australian test cricketer and financial adviser at Viola Private Wealth.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Peter, we're unpacking:

Peter's transition from professional cricket to financial advice
How Peter is helping clients manage the opportunity of this moment while managing the volatility and risk
What makes a good fund manager across different philosophies and asset classes
Some of the biggest money challenges Peter sees with his clients
How Peter is setting up client portfolios for the next 30 years

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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Viola Private Wealth manages over $2.5 billion for high-net-worth investors ($750k+). Their expert team provides tailored strategies to make your financial decisions clear, empowering, and aligned with your long-term goals.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

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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.

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96. Social Media Update June 2023