Alex Luck

In this insightful discussion, financial planner Alex Luck, co-founder of Everest Wealth, shares valuable lessons for young professionals and families. He emphasizes the importance of building an emergency fund, highlighting that three months of expenses is just the start. Alex explains the magic of early investment and compounding returns, plus why property is still a smart long-term move. He also dives into the benefits of smart tax structuring and encourages listeners to remain open-minded in their financial journeys. A treasure trove of practical advice!

Join financial planner Alex Luck from Everest Wealth Group as he tackles listener questions about money management. Discover if paying off HECS debt early is wise, and explore the differences between managed funds and ETFs. Alex dives into insurance premiums, breaking down stepped versus level options. He also sheds light on renting out your home without triggering capital gains tax and discusses the potential impact of the proposed $3 million super tax on young Australians. Tune in for essential money insights!

Host Kate Campbell chats with Alex Luck, a financial advisor from Everest Wealth, about crafting a financial plan for first-time homebuyers. They delve into the significant role of financial advisors in navigating the complexities of homeownership. Alex breaks down practical government incentives and smart strategies, like leveraging superannuation for deposits. He emphasizes the importance of realistic budgeting and long-term planning to handle unforeseen costs. Listeners gain invaluable insights to boost their home-buying journey with confidence.

In this episode, Alex Luck, financial advisor and co-founder of Everest Wealth, shares invaluable insights on money management. He emphasizes the importance of setting achievable financial goals and the balance between education and advice. Listeners learn strategies for dealing with debt and cash flow, aligning spending with personal values, and making that crucial first investment. Alex also addresses common pitfalls like analysis paralysis. His practical tips provide a solid foundation for anyone looking to kickstart their financial year with confidence.

Join Alex Luck, founder of Everest Wealth Group and savvy financial adviser, as he shares insights on personal finance and investments. He reveals his diverse portfolio, including shares, ETFs, property, and crypto. Tackling listener questions, he discusses whether a 19-year-old should invest in property or wait for first-home grants, the pros and cons of salary sacrificing shares, and strategies for students investing $100 a month. Alex also dives into estate planning for singles and how to balance quick investments with long-term goals.

Financial advisor Alex Luck and Owen Rask discuss financial planning for starting a family, covering topics like buying a family home, managing cash flow during parental leave, and dealing with significant expenses. They emphasize the importance of budgeting, creating an emergency fund, and taking advantage of employer benefits and government entitlements. The podcast explores strategies for managing childcare expenses, choosing between public and private healthcare, and highlights the need for personalized financial advice.

Financial advisers Alex Luck & Daisy Magor discuss money in your 30s, super balances and comparison traps. They cover topics such as leveraging debt, seeking financial advice early, managing finances as a couple, and navigating financial matters in relationships and parenthood.

Financial advisers Alex Luck and Daisy Magor from Everest Wealth discuss superannuation basics, investing inside vs outside of super, using super calculators, comparing super funds, the value of financial advice, and more. They emphasize the importance of aligning investment decisions with personal goals, caution against relying solely on projected superannuation amounts for retirement planning, and provide strategies for growing super balances.

Financial adviser Alex Luck and Owen Rask discuss HECS debts, car loans, ethical investing, super contributions, investment properties, and more. They emphasize the impact of financial decisions, ethical investing with ESG filters, maximizing super contributions for tax benefits, navigating business advice, property ownership, and effective saving strategies.

Financial adviser Alex Luck joins the hosts to discuss the cost of private schools and the financial implications. They compare private vs. public schooling costs in Australia, explore tax structures for investing, and stress the importance of early financial planning for children's education.