Series: Ask An Adviser

In this recording of our Sydney live show, we opened up our Ask an Advisor format and gave you the chance to ask your most pressing financial questions.

We all know it’s important, but in this episode Phil Thompson from Skye Wealth takes us through how we can approach it.

We're back with our last Ask an Advisor for 2023! You've loved this series, so it'll be back for sure in 2024. Today we're joined by Jelena Koncar, a Senior Private Wealth Adviser at Shaw and Partners.

At Seneca, Luke is the portfolio manager for the Seneca Australian Shares SMA and Australian Small Companies Fund.

This Ask An Advisor, we're joined by Ellie Fordham, to answer the questions you've been talking about in our Equity Mates Discussion Group and sending through to ask@equitymates.com.

Today we're joined by Patrick Malcolm who's Senior Partner and Certified Financial Planner® at GFM Wealth Advisory.

We're joined by Glen Hare from Fox and Hare for another episode of Ask An Advisor!

Dominic Alafaci is the founder of Collins House Private Wealth and is a financial advisor with more than 40 years experience in the industry. No one better to help answer some questions from the Equity Mates community.

Ben Wauchope joins us on the podcast today for our Ask an Advisor episode, and to talk about your financial wellbeing.

We're back with our Ask An Advisor series - this time joined by Andrew Wilson, Managing Director at Wilson CA. He chats to us about finding those deductions and offsets you could be eligible for this EOF - helping us ensure we claim everything we're legitimately entitled to (especially for anyone working from home!)

Today we chat to Jacob McCudden - Certified Financial Planner - friend of Bryce’s from Wagga Wagga! We play this or that with Jacob - property or shares, debt or invest, and invest in super inside or outside? And then we chat about some of the question you put to us - like, should I pay off my HECs faster?

Ren and Bryce also dive deeper with Charlie on topics such as constructing portfolios in a high inflation, high interest rate environment, savings accounts, types of assets, frequency of cash deployment, and when to keep cash on the side.