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Wealth And Toil - An Australian Investment Podcast
Luke Laretive
31 episodes
9 months ago

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:


Seneca Financial Solutions

Bold Wealth



Hosted on Acast. See acast.com/privacy for more information.

Show more...
Investing
Education,
Business
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All content for Wealth And Toil - An Australian Investment Podcast is the property of Luke Laretive and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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:


Seneca Financial Solutions

Bold Wealth



Hosted on Acast. See acast.com/privacy for more information.

Show more...
Investing
Education,
Business
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Stock Picks: the next 2 months, 2 years, 20 years
Wealth And Toil - An Australian Investment Podcast
31 minutes 20 seconds
11 months ago
Stock Picks: the next 2 months, 2 years, 20 years

In this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green pick stocks to perform over the short term (two months), medium term (two years), and long term (twenty years).


Short-Term Investment Advice (Two Months):

  • Dylan advises against risky investments for short-term financial needs, recommending a high-interest savings account instead.
  • Luke offers two stock tips for the short term, expecting specific events to potentially increase their value:

-- De Grey Mining, due to a pending mining permit

-- Vulcan Energy Resources, anticipating a financing deal


Medium-Term Investment Strategy (Two Years):

  • The benefits of a diversified portfolio, mentioning a 60/40 split between growth and defensive assets as a prudent approach for two-year investments.
  • The importance of managing risk and aligning investments with personal financial goals and the market environment.


Long-Term Investment Focus (Twenty Years):

  • Advantages of investing in superannuation accounts due to favorable tax treatment and the ability to compound returns over a long period.
  • Dylan discusses New Hope, a coal company, as a long-term investment, arguing that negative sentiments about coal are overstated and present an investment opportunity.


General Investment Philosophy:

  • Aligning investment strategies with personal financial situations, goals, and timelines.
  • Diversification and cautious investment approaches, especially for short and medium-term strategies.


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.

Wealth And Toil - An Australian Investment Podcast

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:


Seneca Financial Solutions

Bold Wealth



Hosted on Acast. See acast.com/privacy for more information.