“Money frees you from doing things you dislike. Since I dislike doing nearly everything, money is handy.”
I invest in a 100% growth portfolio, across a number of different platforms, predominantly in passive ETFs, with some fun thematic plays.
I rent-vest, because living the Brunswick life is more important to me at this lifestage than owning my own bricks-and-mortar!
And, to me, leverage is key! I don’t intend on acquiring further properties at this point, but I do intend on continuing to draw out the equity and invest additional funds into the market.
Unrealised gains are the ‘profits on paper’ in your portfolio. Here’s why it’s important to understand them, how they affect tax strategy, and the tools that make tracking easier.
Think a financial adviser needs decades of experience to be trusted? This article challenges the myth, showing how a young financial adviser brings fresh skills, transparency and drive to help clients cut through the noise and achieve their goals.
Here are 5 questions to ask your financial adviser, part 3 from financial adviser Tahli Cavagnino.
In Part 2 of our “Questions to Ask Your Financial Advisor” series, we dive into five essential questions to ask during your strategy presentation. From unpacking financial assumptions to understanding hidden fees and trade-offs, these questions will help you take control of your financial journey with clarity and confidence.
Choosing the right financial advisor can make or break your financial future. In Part 1 of this 3-part series, we share 5 essential questions to ask before committing — plus a cautionary tale to help you spot red flags early.
Tahli is our most recent member to Rask Advice. As one of our Senior Financial Advisers, she talks about her journey into finance.
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