Changes are happening - please bear with us while we update our site.

Changes are happening - please bear with us while we update our site. Click here to give us your advice and feedback.

New investor checklist by Kate Campbell & Owen Rask | Free podcast and Google Doc download

Get our new investor checklist! Australian Finance Podcast hosts Kate Campbell and Owen Rask share their free Google Doc for investors.

Listen to the podcast now

New investor? Want to take the plunge and buy shares or ETFs but a little… scared?

You’re definitely not alone! That’s why, analyst Owen Rask and educator Kate Campbell, hosts of the super-popular Australian Finance Podcast, have just released a brand-new episode (and free Google Doc) to help you break away from the nerves and invest sensibly.

Listen to this finance podcast for new investors because:

  1. You know investing is good for you but you’re nervous.
  2. Everyone tells you ‘the share market is like gambling’ but you know that doesn’t make sense.
  3. You’re stuck on ‘what you need to pack’ (a brokerage account, steps to pick one, etc.)
  4. A simple ‘pre-flight’ checklist for getting yourself sorted sounds good.
  5. You want to learn from two of Australia’s best financial educators, and
  6. Growing wealthy sounds pretty good to you!

 

Podcast resources

  • New investor Google Doc
    • To edit, click:
      • “File”
      • “Download as”
      • “Microsoft Doc”
    • Use it on your Computer (as a Doc file)
    • Upload to your own Google Drive

Don't look down for great deals 👇

📱 Pearler, the broker for long-term investors.

Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit and learn more about Pearler Rewards here.

🌏 Betashares ETFs

Discover the broadest range of Exchange-Traded Funds (ETFs) in Australia on betashares.com.au.

💸 PocketSmith, a productivity booster for your money.

PocketSmith is not just a budgeting app, it’s an advanced tool that connects to nearly every bank worldwide. Basically, it’s a productivity booster for your money. With PocketSmith, you can organise your money your way and even collaborate with your household and advisors.

Ready to manage your money like a pro? PocketSmith has a special deal for Australian Finance Podcast listeners. Click here to get 50% off your first two months of PocketSmith’s Foundation plan.

The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

Share this episode:

Search by ticker code:
Generic filters

Stocks mentioned:

Like our podcast? Get Owen & Kate's weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start? We can help. Join 44,000+ Australian investors getting our newsletter and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every weekend. Grab a coffee and let Owen, Kate, Mel, Monique and the team bring you the best investment insights every week.

Skip to content