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Finance Q&A: My shares are down 90% WWYD, best time to invest, finding IPOs, W-8BEN forms & moving from a robo-adviser

Kate Campbell, Owen Rask and financial adviser Drew Meredith answer your questions, from the best time to invest to accessing Initial Public Offerings (IPOs).

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About this episode

It’s time for another listener Q&A episode!

Today, Kate Campbell, Owen Rask and financial adviser Drew Meredith answer your questions. Topics in this episode include:

– When is the best time to invest

– What are Initial Public Offerings (IPOs) and where to find them

– Moving from a robo-adviser to a DIY broker

– Buying US shares

– Managing investment losses

– A reminder to protect your data

Remember to send your questions our way for our next Q&A session

Contact Drew: Financial Planning | Rask + Wattle Partners

📚 Enjoyed this episode? You’ll love Kate’s upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon

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🎟️ We’re going on the road from September – October 2023; get your tickets here!

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At the time of publishing, the author of this article does not have a financial or commercial interest in any of the companies mentioned.

Information warning: The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

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