• Ask an Adviser: Tax strategies, leveraged investments, anxiety around super - Dylan Pargiter-Green

  • Jul 15 2024
  • Length: 41 mins
  • Podcast

Ask an Adviser: Tax strategies, leveraged investments, anxiety around super - Dylan Pargiter-Green  By  cover art

Ask an Adviser: Tax strategies, leveraged investments, anxiety around super - Dylan Pargiter-Green

  • Summary

  • We're back with our latest Ask an Adviser episode, this time with Dylan Pargiter-Green, Director & Advisor at Bold Wealth.


    Ask an Adviser is your chance to put your questions to some of Australia's top financial advisers. We know the cost of advice is out of control and we want to help bring advisers closer to Australians who cannot afford them. If you have a question ask via our website and we'll feature it in a future episode.


    Here's what we cover it this episode:

    • Setting up your finances as a couple
    • Investing for a child's education
    • When's the right time to pursue different tax strategies?
    • Investing using leverage
    • Managing your super and ensuring you have enough for retirement


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    Have an investing question?

    • Ask via our website and we'll answer it on the podcast.
    • Join the conversation in the Facebook Discussion Group
    • Or get put in touch with a professional financial advisor by filling out this form


    Want more Equity Mates?

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    • Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
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    • Pick up our books: Get Started Investing and Don’t Stress, Just Invest
    • Follow us on social media: Instagram, TikTok, and LinkedIn


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    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.


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    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.


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