Ask an Adviser: Tax Tips, Leveraged ETFs, and Superannuation Advice

We’re back with our latest Ask an Adviser episode, we sit down with Dylan Pargiter-Green, director and adviser at Bold Wealth, to answer your burning questions on tax strategies, leveraged investments, and superannuation. Whether you're planning for retirement, looking to maximise your investments, or seeking clarity on tax-effective strategies, this episode has got you covered.
Ask an Adviser is your chance to put your questions to some of Australia’s top financial advisers. We know the cost of advice is out of control and we want to help bring advisers closer to Australians who cannot afford them. If you have a question ask via our website (equitymates.co...) and we’ll feature it in a future episode.
Here’s what we cover it this episode:
Setting up your finances as a couple
Investing for a child’s education
When’s the right time to pursue different tax strategies?
Investing using leverage
Managing your super and ensuring you have enough for retirement
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