Ask an Adviser: Mortgage vs. Investing, Super Mistakes & Advice Tips - Glen Hare
Автор: Equity Mates
Загружено: 2025-01-29
Просмотров: 16803
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Ask an Advisor is back for 2025. This is the series where we put your money and investing questions to some of Australia’s best financial advisers.
Today we’re joined in the studio by Glen Hare, cofounder & financial adviser at Fox & Hare. In this episode he answers questions on:
The most common client goals for 2025
How we can all do a ‘financial health check’
Planning to buy property
Managing retirement without owning a property
When someone is advice ready
And so much more!
00:00 Introduction
01:58 Setting Financial Goals and Defining Financial Freedom
06:21 Financial Health Check Tips for 2025
09:02 Fixed Expenses: Should You Follow the 50% Rule?
10:31 Investing vs. Saving for a Property Purchase
14:12 Risks of Not Buying Property Before Retirement
21:34 Using Superannuation to Buy Property
26:16 Superannuation Tips for Australians Moving Overseas
29:20 The Cost of Not Seeking Financial Advice
34:02 Case Study: Building Wealth and Achieving Financial Milestones
34:33 When Is the Right Time to See a Financial Adviser?
40:44 How to Choose the Right Financial Adviser
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
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