EVENT SPECIAL: 5 Things I Wish I Knew About Finance & Investing
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What are the five things I wish I knew about finance and investing?
Property investors often talk about using debt to build wealth. In the share market, that's called gearing. With the BetaShares WealthBuilder range, investors can access moderate gearing into shares, and with the newly launched GG-BL, That means exposure to a diversified portfolio of around 1,300 global companies excluding Australia, all with no loan applications, credit checks, or margin calls. Gearing magnifies both gains and losses, so it's only suitable for investors with a very high tolerance for risk. You can learn more about the WealthBuilder range of ETFs at the BetaShares website. And don't forget to read the PDS and TMD to decide if it's right for you. BetaShares Capital Limited is the issuer.
Here's something worth knowing if you've been meaning to make the switch to a better broker. To celebrate their fifth birthday, Perla are offering three free trades a month for five months if you transfer your portfolio across with a minimum of $1,000. For anyone investing regularly, that's meaningful savings on brokerage that can stay invested instead. Perla is chess-sponsored, built specifically for long-term investors, and now has over $3 billion invested on the platform. If you've been with a platform that doesn't quite fit your strategy anymore, it might be time to take a look. You'll find all of the details at perla.com slash lp slash rask. That's perla.com slash lp slash rask.
Welcome to the Australian Finance Podcast, a podcast for people who want to learn more about their personal finances and get the most from their money. This series is hosted by Kate Campbell from How To Money and Owen Rascovitch from Rask Finance.
The Australian Finance Podcast is provided for educational purposes only. The information is general in nature and does not take into account your needs, goals or objectives. What that means is the information does not apply to you specifically. So consider getting the advice of a licensed and trusted professional before acting on the information. Welcome to this very special episode of the Australian Finance Podcast. I'm Owen Raskovich. This episode is special. Why? Because two reasons. One, I'm by myself. There is no Kate here with me, no Kate from HowToMoney. It is just little old me, so you're stuck with me for the next few minutes. And the second reason this is a special episode is that Kate and I have something exciting to announce.
We are hosting the very first Australian Finance Podcast event. The event is in Melbourne later this month, and it's going to be a cracker. We've got some great panelists and guests lined up, and it's free. So how good is that? I'm also led to believe that there will be some wine and some beer available as long as the fridges don't run out too fast from everyone having a great night. But I can tell you what, if you're looking to really get on top of your financial goals this year, maybe you have some goals for investing, for budgeting, maybe you just want to get out of debt and you need to talk to people who have done that. This is the event for you. This is the event I would want to come to if I want to meet people who have lots of positive energy and are happy to share some of their wisdom.
You'll also get to hear and meet me and Kate and a few of our expert panelists. I'm sorry to anyone who is not in Melbourne, which is where Kate and I both reside. We will attempt to record the events and put them online, hopefully within a day. I'd like to think that, but I don't want to be the Elon Musk of making promises for finance events. Hopefully we can release the footage from the event within a day, maybe two of the event taking place, so later this month in January. So anyone that is outside of Victoria can take part. But for those who are here in Melbourne with us, I highly encourage you to come along to this free event.
How can gearing impact my investment strategy?
Again, I'm just emphasizing the free because we're here talking about budgets, finance and investing. Who doesn't love something for free? Especially if there's beer and wine involved. I mean, come on.
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Sounds like good money advice... But is it?