Drew Meredith
CFP and co-host of the Australian Investors Podcast, offering financial planning expertise and insights.
Top 3 podcasts with Drew Meredith
Ranked by the Snipd community
Apr 5, 2024 • 1h 1min
4 ASX ETFs for fast growth, property v shares + how to boost Super by $300,000
Financial adviser Drew Meredith and Chief Investment Officer Owen Rask discuss boosting super before retirement, 4 ETFs for compounding, property v shares, catch-up contributions, land tax, and the booming stock market in 2024.
Aug 20, 2024 • 38min
Enhancing Your Technology, Business & Client Experience #4
Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, Director at Wattle Partners, discuss optimizing technology in financial advisory firms. They emphasize the need for streamlined workflows and collaboration to enhance client experiences. They explore the role of AI and automation in improving efficiency while addressing ethical considerations and transparency in client relationships. The conversation highlights the cultural shifts needed for successful tech integration and the importance of tailored approaches for diverse demographics.
May 17, 2024 • 41min
Warren Buffett's 5 biggest stock holdings
Financial experts Owen Rask & Drew Meredith discuss Warren Buffett's stock holdings, including why he sold Apple. They cover market omens, forecasts, Buffett's strategies, and caution against blindly following famous investors. The podcast explores the importance of understanding the context of investment decisions and making independent choices.
