This time, we’re tackling crucial topics that can shape your financial future: investments, retirement, and aged care planning.
Join host Kris Tatt as he chats with Daniel Nalder, Senior Associate at Strategem, to explore:
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Building a balanced investment strategy that aligns with your goals
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The benefits and challenges of managed accounts in today’s market
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Key considerations for retirement planning and maximising your superannuation
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Navigating the complexities of aged care financial decisions
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Practical advice for protecting and growing your wealth over the long term
Whether you’re planning for retirement, looking to optimise your investment portfolio, or supporting an ageing loved one, this episode provides valuable insights and strategies to help you take control of your financial future.
Tune in now, and take the next step towards enriched wealth! TRANSCRIPT & SHOW NOTES | www.strategem.com.au/podcast/episode-3 ADDITIONAL RESOURCES: - Instant Calculator | How much Super will you have to fund your retirement? www.strategem.com.au/retirement-calculator - Tax Planning Guide | www.strategem.com.au/tax-planning-guide - Personal Budget Spreadsheet | www.strategem.com.au/personal-budget-spreadsheet - DIY Business Audit | www.strategem.com.au/strategem-business-audit
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