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Global: Key factors to consider when investing overseas

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We’ve talked about the ‘why’, and we’ve talked about the ‘how’, but in this episode we’re going to talk about all the factors you need to consider before hitting the ‘order’ button! Alec and Bryce talk about currency risk (including the dreaded, to hedge or not to hedge question!?), where to find the information you need, and how to think about …

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Global: How do I *actually* invest overseas?

In by Sascha KellyLeave a Comment

Last episode, we talked about the importance of investing with a global mindset, and why spreading your money all across the globe (metaphorically at least) is a great idea. Since then, it’s been fortuitous timing as Superhero has announced they’ll be trading US Shares, Stake has announced they’ll be adding the ability to trade Australian shares, and Sharesies are offering …

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Global: Why investors today need to think beyond Australia

In by Sascha KellyLeave a Comment

We’re going Global! Well, Equity Mates is already available everywhere, but this episode is all about why you should set your sights (and put your dollars) into investments beyond Australia’s shores. In today’s chapter we focus on the importance and reasons… why you should get excited about the global opportunities, and the scale of the companies operating overseas! Oh, and …

Community: Lucinda Price (Froomes) on trying to make $1m in a year

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Today we open our guest mic and welcome a true icon to the Get Started Investing studio – it’s Lucinda Prices, who’s otherwise known (especially on instagram) as Frooomes. Lucinda is super busy, working as a comedian, and busy as the CEO of FROOMESWORLD, an international one-woman business specialising in scripting, producing, presenting and editing original content. For those who …

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Community: Adam from Comedian v Economist on his biggest mistakes

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Adam is one half of the smash hit economics podcast, Comedian v Economist. Adam is a stand up comedian, having played shows around Australia and is responsible for the famous Port Adelaide v The Bye YouTube video that we remember watching back at uni. Adam joins Bryce and Alec, and shares a lot about his investment journey, including how he …

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Mistakes: Our worst mistakes and how you can avoid them

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Scared of investing because you don’t want to stuff it up? Well, this is the right place to look. We’ve all made mistakes, and WILL make more mistakes as we learn to invest. That’s part of the course! Don’t let the fear of making one stop you from getting started, and if you’re wondering what other mistakes might be lurking …

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Assets: How To Build A Portfolio

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In the third chapter of our Asset class(es), Bryce and Alec talk about how they think of different assets in their own portfolios. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to …

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Assets: Why Would I Buy Different Assets?

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In our second Asset class, Bryce and Alec break down the need for different assets, and how your choice might reflect the stage of investing you’re at. They define the terms, look at some examples, and explore the risks, and then play a game of ‘Who am I’, to help better understand the appeal of different assets for different investors. …

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Assets: Welcome to Asset Class!

In by Sascha KellyLeave a Comment

We continue our chapter series with a deep dive into all your questions about assets! An asset is any resource that can be owned or controlled and has economic value. Everything from your house or your car, to a business’ intellectual property, are assets. Alec and Bryce talk about elements that beginner investors should think about when making investment decisions around …

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Community Investor: Alisha Aitken-Radburn

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In this episode, Bryce and Alec are joined by one of our community members – Alisha Aitken-Radburn. Maybe recognised by some of you as a former contestant on some of our favourite reality television shows (we’re looking at you Bachelor and Bachelor in Paradise) Alisha also has a background working in politics, and is a stake holder engagement and strategic …

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Investing Styles: How Equity Mates Invest

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In the third of our GSI chapters, we start putting the elements together. We’ve spoken about passive and active investing styles, and you can probably identify what kind of investor you are now. We’ve gone through characteristics that define the different styles of active investing, and now we want to pull it all together, to lay out some practical steps …

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Investing Styles: Who Am I? Find what works for you

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This is the second of our three part series on Investing Styles! In Part 1 – we covered what we mean when we discuss ‘investing styles’, and what to weigh up when deciding between active v passive. What we discovered, is that decision is easy – buy and hold market indexes, managed funds or broad thematic ETFs. If you’ve decided …

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Investing Styles: Are You Passive Or Are You Active?

In by Sascha KellyLeave a Comment

We loved the narrative arc of our original 12 part series, so we’re going to try and bring that back with GSI. This is the first of our new chapters series, where we’ll be doing chapters of multiple episodes unpacking one key concept. So, the first chapter, is the #1 topic for the Get Started Investing community: what are investing …

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Melissa Browne – How to Unf*ck Your Finances

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Melissa Browne is not only an accountant, ex-financial advisor and entrepreneur, but also a financial wellness advocate, financial coach and occasional therapist, alongside finding work as an educator, speaker, advisor and an owner of multiple businesses. She’s been a multi-award winning serial entrepreneur: as co-founder of The Money Barre, a financial planning firm for Gen X and Y; the co-founder & …

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Can You Invest While In Debt?

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One question we get asked all the time at Equity Mates is, should I be investing if I have a lot of other financial commitments, including debt? In short, our answer is yes. Why and how? We answer that in this podcast. We cover all the questions you should be asking yourself – including the conundrum between paying off debt …

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Crypto Week: Understanding Crypto 101

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It’s crypto week here at Equity Mates! So we’re swapping equities for blockchain, and breaking down all your questions about the crypto climate. There’s a lot to understand and get your head around – so we’re just unpacking the basics in this episode – the goal is you’ll be able to have a conversation in the pub, break it down …

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Rohan’s Back! The Millennial Journey Continues…

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Rohan’s back! And he sits down with Alec and Bryce to talk about how his investing journey has progressed since he first opened his CommSec Pocket app all those months ago. He answers all the pressing questions: Is he still using CommSec pocket? Has he found any resources to be particularly helpful? Has it changed his mind about investing? Does he have …

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GSI meets Tash Invests: unpacking how she plans to be financially independent by 35…

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Bryce and Alec sit down with Natasha Etschmann – who documents her investing journey on Instagram and TikTok under the handle @tashinvests. At just 23 years old, Tash has built a sizeable portfolio, and wants to prove you don’t need to work in finance to be good with your personal finance! Tash talks about her million dollar investing goal, investing …

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Broker Basics w/ Superhero

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The most common question we are asked is ‘what broker should I use?“ So, we’ve teamed up with Superhero to help answer this question, once and for all! Broker Basics with Superhero is a 3-part series, with questions crowdsourced from the Equity Mates Community. We’ll be covering:  Fundamentals of Brokers Choosing the right broker for you Making a trade and …

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The Journey Of A Millennial Getting Into The Markets – Part 1

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Over the next three episodes, we’re going to track the journey of a millennial, who has never invested before, but knows it’s the right thing to do. We’re going to cover the basics, what he can invest in, answers all of his questions, and then watch as he finally pulls the trigger on something more meaningful than a 60-inch 4K …