Tax-Efficient Investing - Part One, Ep 249

Ask me anything, suggest a topic, or a guest!

My guest today was Amanda Martin, a specialist tax adviser and she'll be joining us again for part two. If you'd like to read more of what she puts out there, check out www.taxadvisory.co.nz

Want to check out Sharesight? https://www.sharesight.com/nz/

Performance, risk, and fees:

How well has an investment has performed in the past and will those conditions be present off into the future?

With wild swings in prices, is the timeframe we’re investing for appropriate for our chosen wealth building tools?

Who’s wetting their beak off my hard earned cash – are they adding value?

Sound like some typical questions you have too when you invest? The great news about questions relating to performance risk and fees I think, is that it’s easier than ever before to get the answers. Tax though, is often not in the top three of questions we mull over though.

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