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  • Investing in Children's Digital Safety | Interview with Founder Tim Levy from Qoria
    General

    Investing in Children's Digital Safety | Interview with Founder Tim Levy from Qoria

    In this week's episode Candice and Felicity speak with Tim Levy who is the Founder and Managing director of Qoria (formerly known as Family Zone Cyber security)

    26 April

  • An investment gift for growing children
    General

    An investment gift for growing children

    6th Mar, 2023

    Source: Vanguard

  • Ask an Adviser: Charlie Viola on investing for kids & portfolio construction
    General

    Ask an Adviser: Charlie Viola on investing for kids & portfolio construction

    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.

    2 March

  • Preparing children for financial success
    General

    Preparing children for financial success

    Teaching kids to establish sound money management skills and strong financial acumen is important, regardless of wealth level.

    9th Sep, 2022

    Source: Vanguard

  • Need to Know | How you can invest for children or retirement (or both!)
    General

    Need to Know | How you can invest for children or retirement (or both!)

    In this Need to Know episode, Felicity and Candice answer some of the big questions they’re asked all the time - how can I retire young? Is it even possible? What is the best way to invest on behalf of my children or grandchildren? They’re going to talk about using Investment Bonds, which they love as they provide an alternative set and forget investment option when you have a long term horizon on your side. In this episode they explain how they work, a couple of options you can explore, and the brilliant tax benefits.

    11 February

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