Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series.
In this episode we're revealing what's in our personal portfolios. We unpack:
Who's portfolio comes out on top? Tune in to find out.
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Thanks to GYG for helping us to keep it real and sponsoring this Real Talk series.
Head to Guzman y Gomez to find out more or download the GYG App.
Support from partners like GYG helps us keep all of our content free.
—------
Want to get involved in the podcast? Record a voice note or send us a message
Or come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter.
—------
Looking for some of our favourite research tools?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series.
In this episode we're unpacking how you can take control of your money at any age. From your 20's to your 60's, there's plenty you can do.
In this episode we unpack it all.
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Thanks to GYG for helping us to keep it real and sponsoring this Real Talk series.
Head to Guzman y Gomez to find out more or download the GYG App.
Support from partners like GYG helps us keep all of our content free.
—------
Want to get involved in the podcast? Record a voice note or send us a message
Or come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter.
—------
Looking for some of our favourite research tools?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series.
In this first episode we're discussing how we got started. From losing all of our money to hitting on our first 10-bagger we share how we got started (and how we would get started if we were starting today).
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Thanks to GYG for helping us to keep it real and sponsoring this Real Talk series.
Head to Guzman y Gomez to find out more or download the GYG App.
Support from partners like GYG helps us keep all of our content free.
—------
Want to get involved in the podcast? Record a voice note or send us a message
Or come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter.
—------
Looking for some of our favourite research tools?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
Private equity has enjoyed two decades of outperformance as it outpaces public markets and attracts more and more capital. As we've learned more about it here at Equity Mates, we want to understand what has powered these gains and what we can learn from it.
To take us through it, today we're speaking to Zac Midalia, Managing Director of Private Equity at Alceon Group.
Links: Our interview with Mark Carnegie
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—
Want more Equity Mates? However you want to learn about investing we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Check out our latest show: Basis Points
—
Looking for some of our favourite research tools?
—
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
As earnings season continues in the US, we've seen some big companies reported some bumper results, including Amazon, Apple, Reddit, Nintendo, and Roblox. We cover them all.
We're also looking at:
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
—------
Looking for some of our favourite research tools?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
Want more buying power in today’s property market? Our mortgage broker Chris Bates joins us to share strategies for boosting your deposit, and what you can borrow.
We also cover:
If you'd like to chat to Chris, simply complete this form.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter.
We’re particularly excited to share our latest show: Basis Points
—------
Looking for some of our favourite research tools?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
From big tech smashing expectations, to Novo Nordisk wiping $70 billion in a single day, and the car industry being slammed with billions in tariffs, we’re unpacking it all.
We also cover:
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
—------
Looking for some of our favourite research tools?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
What makes a great growth company? Jared Pohl from ECP Asset Management joins us to break down the key traits he looks for, how he manages conviction, and why selling is just as important as buying.
In this episode:
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Thanks to ECP Asset Management for supporting Equity Mates. You can find out more about ECP's funds and LIC (ASX: ECP) at https://ecpam.com/
Note for clarification: in the section discussing Pro Medicus, Jared is talking about Pro Medicus (ASX:PME) not the unlisted exposure he mentions elsewhere in the discussion.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Looking for some of our favourite research tools?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
Tariffs are back in the headlines with the EU-US trade deal, China and the US continuing to talk and Australia facing 15-20% tariffs.
We unpack it all on today's episode of Equity Mates.
We also cover:
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
—------
Looking for some of our favourite research tools?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
In Australia, over the next 30 years about $5 trillion will be passed from generation-to-generation. And we're not prepared for it.
In today's episode we sit down with Dylan Pargiter-Green, financial adviser and partner at Bold Wealth, to understand how we can better navigate these inheritance conversations.
Download Dylan's case studies:
Interested in speaking to Dylan or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.
—------
Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Looking for some of our favourite research tools?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
10 years ago, none of Australia’s car imports came from China. Today it is 17%. By 2035, it is estimated to be 43%. Tune in as we unpack the Chinese EV boom.
That's not all we cover in another big episode:
Have a question you want us to answer? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
Earnings season is off to a strong start, Aussie miners are bouncing back, and we each bring a stock that's on our watch list. Plus, we unpack a community question: should you tweak your investing strategy if a recession is coming or stick to dollar-cost averaging?
Have a question you want us to answer? Record a voice note or send us a message
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
———
Looking for some of our favourite research tools?
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
———
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
For long-time consumers of Australian financial content, you are likely familiar with today's guest.
Ally Selby is a financial journalist who has previously worked for LiveWire, Financial Standard, Pedestrian Group, Your Money, Sky Business and Sky News. Today, Ally is Head of Marketing & Distribution at Minotaur Capital.
Between us, we've done over a thousand interviews with expert investors. So in today's episode we share what we've learned.
Have a question you want us to answer? Record a voice note or send us a message
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
Luke Laretive is back for another edition of Pimp my Portfolio. What will he have to say about community member Keiran's portfolio? Tune in to find out.
That's not all we cover in another big episode:
Have a question you want us to answer? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
Warren Buffett's may be history's greatest investor, but that doesn't mean he gets everything right. Tune in to hear about one of his biggest mistakes of the past decade.
That's not all we cover in another big episode:
Have a question you want us to answer? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
The biggest financial decision you'll ever make is who you spend the rest of your life with.
Today we're joined by Glen Hare, financial adviser and cofounder of Fox & Hare, to unpack everything money and love.
If you've ever wondered when is the right time to merge accounts, how couples can optimise tax, financial red flags or anything else about managing money as a couple - well rest assured, at Fox & Hare, Glen has seen it all. In this episode he shares everything we need to know and gives us some real-life examples of the good (and the not-so-good!)
Interested in speaking to Glen or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.
—------
Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? However you want to learn about investing - we’ve got you covered.
We’re particularly excited to share our latest show: Basis Points
—------
Looking for some of our favourite research tools?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
Nvidia has topped $4 trillion and isn't showing signs of slowing, Matt Ingram returns for Pimp my Portfolio & we unpack SpaceX's record valuation.
Have a question you want us to answer? Record a voice note or send us a message
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Interested in trying Good Day Multivitamins?
Head to BeGoodHealth.com.au and save 10% (or 20% for a subscription) using the code: equitymates
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
Tax planning is a 12-month process. That's a key lesson we've learned speaking to financial advisers over the past few years.
So in today's episode, we speak to Peter Nevill, financial adviser at Viola Private Wealth, to understand how he works with clients to achieve the most effective tax outcomes.
Turns out scrambling to get your tax sorted in the final days of the financial year isn't optimal. Who would've thought?
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Thank you to Sharesight for sponsoring this episode and helping us keep all of our content free.
Get ahead of tax time with Sharesight - save 4 months on an annual premium plan: https://www.sharesight.com/equitymates
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
Markets were pricing in a 96% change of a rate cut and then the RBA decided to hold. We unpack the fallout from the surprising rate decision.
That's not all we discuss in another big episode:
Have a question you want us to answer? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
We've reached the end of financial year and everyone's minds turn to tax.
In this episode we've summarised our 7-step EOFY checklist.
We also speak to Peter Nevill, financial adviser at Viola Private Wealth, to unpack how he manages this time of year for clients.
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Thank you to Sharesight for sponsoring this episode and helping us keep all of our content free.
Get ahead of tax time with Sharesight - save 4 months on an annual premium plan: https://www.sharesight.com/equitymates
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
