Tahli Cavagnino
speaker
599 appearances
2 recordings
1 series
first heard May 2026
last heard 17 Sep
Tahli Cavagnino’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.
Appearances
Uh and again, that is going to gradually funnel down into those lower buckets.
So within industry funds, um, it's a little bit different.
Most clients that we work with honestly end up with uh just a single investment option in their industry fund, but they might move away from say a growth option to a balanced or even a conservative option.
I typically like don't go that far.
Yep.
Um, but we know that within that, like you've got a good portion of money that's indefensive.
Assets and a good portion in growth.
You might also then um create that first bucket for yourself outside of super.
Other times, for example, if we're using a platform and we're creating the portfolio, we're a bit more uh intentional with how we structure it.
So we will have a cash bucket inside the super account.
Making sure that at a minimum we've got six months worth of pension payments in there.
then we have our defensive assets and we're consistently making sure that they represent a a particular portion of your total super.
And then we've got the growth stuff.
And typically um we're doing a rebalance on a regular cadence to make sure everything
consistently is weighted how we want it to be.
Yes.
Definitely.
Uh and it can play a really big role and it's um uh one of those things that for a lot of clients we work with, they don't assume or expect to ever be entitled to an age pension.
Um but then we do the modeling and we say, you know, at this point in time, you're going to be most likely eligible for a partial pension.
And we really encourage people to actually go ahead with applying for it because if we
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