My guest today was Amanda Martin, a specialist tax adviser and she’ll be joining us again for part two. If you’d like to read more of what she puts out there, check out www.taxadvisory.co.nz
Want to check out Sharesight? https://www.sharesight.com/nz/
Performance, risk, and fees:
How well has an investment has performed in the past and will those conditions be present off into the future?
With wild swings in prices, is the timeframe we’re investing for appropriate for our chosen wealth building tools?
Who’s wetting their beak off my hard earned cash – are they adding value?
Sound like some typical questions you have too when you invest? The great news about questions relating to performance risk and fees I think, is that it’s easier than ever before to get the answers. Tax though, is often not in the top three of questions we mull over though.
Hey! Like what you’ve heard today?
I’m on a mission to help improve levels of wealth for everyday Kiwi’s. After all, it’s good to build wealth…right?
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Use the following referral/affiliate links
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Please ensure that you act independently from any of the content provided in these episodes – it should not be considered personalised financial advice for you. This means, you should either do your own research, taking on board a broad range of opinions, or ideally, consult and engage a financial adviser to provide guidance around your specific goals and objectives.
If you would like to enquire around working with Darcy (financial adviser), you can schedule in a free 15 min conversation just click on this link