A rough Q1, behind the scenes with Bryce and his adviser & cost-of-living election

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Apr 2, 2025

Matt Ingram, a financial advisor from Northhaven Financial Management, joins Bryce to discuss the journey of obtaining personal financial advice. They dive into Bryce's new superannuation portfolio and share insights on recent market shifts. The duo analyzes rising costs in Australia, highlighting the political impact ahead of elections. They also cover the importance of setting financial goals and effective portfolio diversification strategies. Their conversation sheds light on personalized investment tactics and the value of active portfolio management.

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INSIGHT

Q1 2025 Market Trends

The first quarter of 2025 has seen unexpected market trends.
Traditionally strong markets like the US and Japan declined, while lagging markets like the UK and Europe performed well.

ADVICE

Global Diversification

Maintain a globally diversified portfolio to mitigate risk.
Consider region-specific ETFs to keep weightings even across different markets.

ANECDOTE

Bitcoin vs. Gold

Bitcoin experienced an 11.5% decline in the first quarter of 2025.
Meanwhile, gold saw a significant increase, rising nearly 16% in AUD.

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Bryce has gone through the process of getting personal financial advice, and on today's podcast we speak to him and his adviser Matt Ingram from Northhaven Financial Management, about the process and the outcomes.

We then dive deep into his superannuation and look at the new portfolio he has set up with Matt's help.

That's not all we cover in another big episode of Equity Mates:

We go around the grounds for the first 3 months of 2025 - which markets were up, which were down?
A look at some other key asset classes - how did they start the year?
A look at how costs have moved over the past 3 years

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