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Do you need financial advice + AustralianSuper

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth debate whether everyone needs financial advice, tackle catch-up concessional contributions strategies, and compare AustralianSuper's performance against industry fund peers.

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About this episode

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O’Reilly, from Northeast Wealth debate whether everyone needs financial advice, tackle catch-up concessional contributions strategies, and compare AustralianSuper’s performance against industry fund peers. Plus, Oasis vs Disney cruise decisions and learning to say ‘no’!

Topics covered today:

  • Oasis concert vs Disney cruise decisions and not asking for the bill before the end
  • Is CBA overvalued?
  • Boomer Briefing: Do you actually need financial advice? (47 and 53-year-old case study)
  • Direction, strategy, and accountability – when advice becomes about optimization
  • AustralianSuper ‘Balanced’ fund performance over 3-5 years vs industry peers
  • To switch or not to switch: fund suitability, control, and transparency

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