Australian Finance Podcast, Personal Finance, Podcasts

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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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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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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General Financial Advice warning

The information on this website 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) and Target Market Determination before making a decision to acquire any 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.

“Rask Invest” is considered a financial product and has a Product Disclosure Statement (PDS) and Target Market Determination (TMD), issued by InvestSMART. These documents can be accessed on the Rask Invest website. Please seek professional advice before making any investment decision with respect to Rask Invest.