Similar Posts
What to expect: First appointment with a Financial Adviser
In this episode, Rob & Amy walk you through what to expect during your first visit to a financial adviser. From understanding your financial goals to discussing strategies for your…
Investing: Strategies for age 55+ investors
In the second episode of our 55+ series, we dive into the world of investing tailored specifically for those aged 55 and above. Whether you’re nearing retirement, already enjoying your…
Riding the Market Roller Coaster: What History Teaches Us About
Markets rise and fall — but how should you respond? In this episode, Rob and Rachael explore the emotional side of investing and why staying invested often delivers the best…
Borrowing to Invest
Dive into the strategies of borrowing for investment in our latest episode! From margin loans to leveraging home equity, we explore the benefits and risks, emphasising smart financial decisions over…