Every Tuesday at 10 AM, we’ll tackle 3 key questions in under 10 minutes, covering everything from superannuation, investing, and financial strategies ranging from retirement planning to estate strategies and wealth protection. Our goal? To not only answer your questions but also break down why they matter, what to consider, and how to take the next step using real life scenarios and questions from you!
In Episode 4, we’ll discuss the nuances around portfolio construction and investing and why this is valuable during this volatile time.
This week, we’re diving into:
- Understanding index funds and how they fit into a retiree’s portfolio.
- Should I be considering Small Cap stocks for a retirement portfolio?
- The benefits of a Self-Managed Superannuation and buying property.
Please note that anything discussed in this video is General Advice only and does not consider your circumstances. Should you wish to discuss your options, follow the link below and book a complimentary financial strategy consultation with one of our Wealth Advisors.
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