Tax-Efficient Investing - Part Two, Ep 251

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

My guest today is Amanda Martin, a specialist tax adviser and this is part two of 'Tax-Efficient Investing'. If you'd like to read more of what she puts out there, check out ww.taxadvisory.co.nz

Remember not only is this podcast 'not financial advice', this isn't tax advice either.

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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