The last few years has seen an explosion of investment vehicles, choices, and options for the first time (and long-time) investor.
From Micro Investment apps, Exchanged Traded Funds (ETF’s), Listed Investment Companies (LIC’s) to more traditional Managed Funds, Shares and Property; there is an asset class and an investment platform for everyone.
The challenge is working out what’s suitable for each individual, as we all have different risk tolerances and goals.
Today’s episode focuses on explaining the differences between investment classes and platforms, the natural progression from one to another over time and avoiding emotional investing in favour of goals based investing.
In this episode recorded on 5th November 2021 Jay and Ben discuss below article from the Sydney Morning Herald “Young People Becoming More Motivated to Invest”.
Jay and Ben discuss their first ever investments and the importance of building a base of education and understanding as you build your portfolio of investments and seek advice.
If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676
You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP
PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.
Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.
