Hosted by Australian financial and investment advisers, Dylan Pargiter-Green & Luke Laretive, Wealth & Toil helps Australians navigate the global financial markets, optimise their finances, and strategise to get the most out of their businesses. We'll share some of our client's case studies, investment tips and a few of the lessons we've learned running financial advice and investment management companies.
General Advice Warning: This podcast is intended and contains general information on financial strategies, investments, and products only. Whilst Luke and Dylan are both licenced Financial Advisors, we don’t know your personal circumstances, goals or objectives. We highly recommend that you reach out to your Financial Advisor or investment professional to discuss any of the topics we have covered today before taking action.
Our full disclosure, copies of our financial services guides and additional information about Seneca Financial Solutions and Bold Wealth can be found below:
Hosted on Acast. See acast.com/privacy for more information.
Hosted by Australian financial and investment advisers, Dylan Pargiter-Green & Luke Laretive, Wealth & Toil helps Australians navigate the global financial markets, optimise their finances, and strategise to get the most out of their businesses. We'll share some of our client's case studies, investment tips and a few of the lessons we've learned running financial advice and investment management companies.
General Advice Warning: This podcast is intended and contains general information on financial strategies, investments, and products only. Whilst Luke and Dylan are both licenced Financial Advisors, we don’t know your personal circumstances, goals or objectives. We highly recommend that you reach out to your Financial Advisor or investment professional to discuss any of the topics we have covered today before taking action.
Our full disclosure, copies of our financial services guides and additional information about Seneca Financial Solutions and Bold Wealth can be found below:
Hosted on Acast. See acast.com/privacy for more information.
In this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss financial investment philosophies, built on the a foundation of risk profiles, future planning and common misconceptions around investing.
Insights into Financial Planning and Investment:
- The practicalities of communicating investment philosophies to clients and tailoring investment strategies to individual needs.
- The importance of understanding clients' risk profiles and behaviours rather than just relying on traditional risk profiling tools.
Deep Dive into Client Interactions and Strategies:
- The importance of understanding clients' backgrounds and financial experiences to build tailored investment strategies that align with clients' long-term goals.
- Building a financial foundation and preparing clients for various market conditions, the COVID-19 market impact as a historical example.
Market Perceptions and Client Expectations:
- Common misconceptions and biases in investment, such as the overemphasis on past market performance.
- The practical challenges of asset allocation and the importance of having a diversified investment portfolio.
- The importance of confidence and conviction in investment decisions.
Our full disclosure, copies of our financial services guides and additional information about Seneca Financial Solutions and Bold Wealth can be found below:
https://senecafs.com.au/
https://www.boldwealth.com.au
Hosted on Acast. See acast.com/privacy for more information.
