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Q&A: picking a broker, cash ETFs vs term deposits and getting out of the rental market [BONUS]

In this episode, Owen Rask chats with qualified financial adviser Alex Luck from Everest Wealth to answer YOUR money and investing questions.

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About this episode

Want to talk to a financial adviser?

In this episode, Owen Rask chats with qualified financial adviser Alex Luck from Everest Wealth to answer YOUR questions.

The duo discuss topics including:

  • Reducing your taxable income through tax deductions
  • Getting out of the rental market
  • Government property incentives for first-home buyers (e.g. FHSS)
  • What to look at when comparing share brokers (e.g. fees, automation tools, HINs, investment entities)
  • Cash ETFs vs term deposits: what to do with cash?
  • Using redraw and offset accounts
  • How to get good personal finance advice in Australia
  • Using equity in a property to invest

This conversation was recorded on 6th February 2024.

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