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Host (Sharesies)

👤 Speaker
12 total appearances

Appearances Over Time

Podcast Appearances

Shared Lunch
Bite: Half of us still don’t have a will

Half of us don't have a will.

Shared Lunch
Bite: Half of us still don’t have a will

And that's the kind of legal limbo that saw someone recently hand 700 grand to the government when they passed away without all the paperwork in order.

Shared Lunch
Bite: Half of us still don’t have a will

It's time for some grown-up admin.

Shared Lunch
Bite: Half of us still don’t have a will

I'm joined here in the studio by Tammy McLeod from Davenport's Law and also Naomi Gary from Sharesies.

Shared Lunch
Bite: Half of us still don’t have a will

How on earth do only half the people around the place have a will, Tammy?

Shared Lunch
Bite: Half of us still don’t have a will

So this is really affecting people?

Shared Lunch
Bite: Half of us still don’t have a will

So you really have to protect yourself.

Shared Lunch
Bite: Half of us still don’t have a will

What is like the number one piece of advice?

Shared Lunch
Bite: Half of us still don’t have a will

Investing involves risk.

Shared Lunch
Bite: Half of us still don’t have a will

You might lose the money you start with.

Shared Lunch
Bite: Half of us still don’t have a will

We recommend talking to a licensed financial advisor.

Shared Lunch
Bite: Half of us still don’t have a will

We also recommend reading product disclosure documents before deciding to invest.