Investor Types: Recent Episodes
Stefan Angelini
Want to know what Type of Investment is best suited to you? This podcast is designed to help you discover that. Stefan Angelini will explore all different kinds of investments with his guests, who are experts in their fields, to help you find where you might want to next invest your money.
Fans, followers, and friends of the Angel Advisory and Real Wealth with Stefan Angelini podcast. It is our great pleasure to take you on a deep dive into the exciting world of Artificial Intelligence and Digital Payments.
Our guide on this journey is one of the masters behind the Munro Partners investment team, Kieran Moore.
Join Kieran and Tom as they discuss the big players in this arena and map out the landscape ahead for investing in AI.Please remember that this podcast is general information and should not be considered as personal advice. If you would like personal advice, please consult a licensed financial planner.
FinancialPlanning #RealWealth #MunroPartners #AI #SchoolReunion
Looking to invest for Dividends but don't know if Investing Internationally is suitable for this strategy? Stefan chats with a $47 Billion Fund Manager based out of New York, who has AUD $11 billion invested solely to drive income and dividends in international companies.
With utmost generosity, Tom Callahan, Managing Director of Client Portfolio Management at Epoch Investment Partners, graciously shared his wealth of knowledge and experience, guiding us through a deep dive in our new podcast episode.
We have a series of engaging discussions that go even further into income-generating and international investing.
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Why the US market has performed so well at the start of 2023?
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How is the international landscape looking at the moment?
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What is a Value Investment?
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How do you ensure they have the ability to always pay a dividend in a downturn?
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How do you find a good Dividend paying businesses?
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In a high inflationary environment, what business would be best to own?
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What do you prefer, proven businesses or new and exciting businesses?
If you would like further discussions on anything financial, please contact us at hello@angeladvisory.com.au
FinancialPlanning #DividendInvesting #GlobalIncome #InvestmentStrategy #FundManagement
More and more, Ethical Investing is becoming the way of the future. Particularly as the impact that each individual company has is able to be researched, calculated and compared. We found that people within Angel had questions about this changing landscape, including some of the below;
- How does Impact Investing differ from an ESG approach?
- Greenwashing: why do companies do it? How do they attempt to excuse or explain it?
- How can we quantify the impact that Ethical Investing can have?
So rather than carry on wondering, we went straight to the leaders of the pack - Pengana WHEB. They are fortunate enough to boast experts like Claire Jervis, who was willing to share her knowledge and experience with us to address these questions.
Thus, our first international podcast episode was born.
The time difference was significant, the weather was completely different, but the conversation was gripping. So kick back, hit play and enjoy the masterclass Claire is going to take us on.
If you would like further discussions on anything financial, please contact us at hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
ImpactInvesting #sustainability #SixthIndustrialRevolution
Goals should be specific.
"Get rich" is a terrible goal because it is too broad. "Retire by 50" is a measurable, tangible goal because you can picture it now (and if you can't, I'll help you..)
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- Turn 50; have a wicked party,
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- Achieve financial freedom,
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- Stop work altogether OR work to your own schedule; 1-2 days a week,
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- Travel,
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- Dine out,
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- Buy a boat,
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- See Taylor Swift perform live,
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- Do whatever you want because your time is your own and you have the financial freedom to do so.
If you are interested in some or all of the above, please check out this episode that addresses the systems, structures and methods to put into place early - in your 20s and 30s - that will see you shake off the shackles of the grind by age 50.
financialplanning #retirement #goalsetting #swifties
Parents! What's the first thing you think of when you achieve financial freedom for yourself? "How do I ensure my children will one day reach this milestone too..."Same.That's why today, Stefan Angelini and Tom Gleeson have taken an in-depth look at the various options available for investing - with the goal of gifting to your children in the future;
- Savings account
- Share portfolio
- Property
- Investment Bond
Jump into this episode if you'd like to know the considerations and structures that are important at the BEGINNING of this investing process to ensure the best result for you children in the FUTURE.
investing #wealthcreation #intergenerationalwealth #inheritance #earlyinheritance
Stefan Angelini provides a market update on 21.07.2023
Today's topics are: 1. Recession in Aus 2. Easing rentals 3. Sydney’s Housing 4. UK Inflation 5. Self Driving Cars
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au OR Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 20.07.2023
Today's topics are: 1. Economic Data 2. Housing and Build to Rent 3. Offices to Apartments 4. Comm Games 2026 5. Russias economy
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au OR Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 17.07.2023
Today's topics are:
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Asset Class Returns
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ETFs Popularity
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Mortgages Stress
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Crown & the Pokies
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Plastic into Bricks
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
Have you ever Wondered how Artificial Intelligence is impacting the Investment Environment?
We take a little look into what AI is, who it might impact and the types of businesses we believe will be the biggest beneficiaries of this new industry.
AI #artificialintelligence #podcast #investing
Stefan Angelini provides a market update on 11.07.2023
Today's topics are:
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Interest rate expectations
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Robodebt
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Chinas inflation
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Threads
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AI Boom
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 01.05.2023 Today's topics are: 1. First home buyers2. Home prices rise3. Commercial real estate 4. Buckle up! Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.auORClick on the link linktr.ee/angeladvisory.aus#investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 24.04.2023 Today's topics are: 1. Anzac Day2. RBA Changes3. Private creditEvery day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.auORClick on the link linktr.ee/angeladvisory.aus#investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 20.04.2023
Today's topics are:
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Commercial Property
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Bull Market?
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Time to Buy Shares?
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 18.04.2023
Today's topics are:
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Ethical Super Funds
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Unprofitable Stocks
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NDIS Issues
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Electric Vehicles
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Google Loses $55 BN
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
Today, Stefan and Tom discuss the different ways of getting money into super, the limits on these contributions and which is advantageous depending on your financial situation.
The right contribution in the right amount and executed at the right time can maximise your use of superannuation as a savings and investment vehicle. While the wrong contribution can lead to pesky letters form the ATO (booooo!).
If you are interested in exploring this for yourself or just want to confirm your own eligibility to contribute, reach out to us using the contact details below.
If you would like further discussions on anything financial, please contact us at hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
financialplanning #superannuation #CC #NCC
Full video is here
youtu.be/HXydWhfapuI
Stefan Angelini provides a market update on 17.04.2023
Today's topics are:
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Unemployment
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HECS increases
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US inflation
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Driverless Cars
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
June 30 marks the end of the financial year. The end of June always seems a long way off, until it's right on your doorstep.
Luckily, Stefan and Tom have some helpful tips on how to be ready and how to be smart about your taxes at the same time.
If you would like further discussions on anything financial, please contact us at hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
Full video is here
youtu.be/Ajzq-b3eeNw
Stefan Angelini provides a market update on 12.04.2023 Today's topics are: 1. Housing Bottomed?2. Default Risk3. Help for Vic Gov4. Dividends5. China Trade6. Commercial Property Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.auORClick on the link linktr.ee/angeladvisory.aus#investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 05.04.2023 Today's topics are: 1. Rate cuts2. Porter Davis3. CBD office rents4. Billionaires5. Is Trump Guilty?6. Lindeman island sells Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.auORClick on the link linktr.ee/angeladvisory.aus#investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 04.04.2023 Today's topics are: 1. More Taxes?2. Banks Battle3. Commercial Real Estate4. Active in ChinaEvery day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.auORClick on the link linktr.ee/angeladvisory.aus#investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 03.04.2023
Today's topics are:
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House Prices
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Rate Cuts
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Builders Going Bust
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Oil Price
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 30.03.2023
Today's topics are:
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Inflation falls
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More taxes to come?
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Getting $3M into super
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SVB sells
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
Today's topics are: 1. Emerging Markets 2. China 3. Europe 4. IRA Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.auORClick on the link linktr.ee/angeladvisory.aus#investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 28.03.2023 Today's topics are: 1. Who owns the F1?2. How do they make money?3. Can you own the F1?Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.auORClick on the link linktr.ee/angeladvisory.aus#investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 27.03.2023 Today's topics are: 1. Interest Rate Predicitions2. $286B into Money Markets3. Buffets Wage4. Trouble for Block Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.auORClick on the link linktr.ee/angeladvisory.aus#investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 23.03.2023 Today's topics are: 1. Emerging Markets 2. China3. India Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.auORClick on the link linktr.ee/angeladvisory.aus#investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 22.03.2023
Today's topics are:
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Losers from Credit Suisse
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Winners from Credit Suisse
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Bank rates might rise
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How bad is this?
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Big Short
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
Would you like to know some of the key lessons learnt from spending 5 years in the Army?
More importantly, do you think you can apply on of these skills to your personal Financial Management?
We thought we would try something a little different today and delve into the backstory of one of our associates Tom Gleeson.
You may not know this, but Tom spent 5 years in the Australian Army as part of an Infantry Battalion and joins us today to shed light on the lessons and habits he picked up during his time in the Australian Defence Force that he carries with him today.
Tune into the full episode to see how military training still plays a role in his work with Angel Advisory and in life outside of work.
some of the key focus items are:
- Facing Challenges
- Punctuality
- Preparation
- Improvising
- Hard Work
- Organization
- Being Surrounded by Good People
If you would like further discussions on anything financial, please contact us at hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
Full video is here
https://youtu.be/b-8sQ8fZtPM
Stefan Angelini provides a market update on 20.03.2023
Today's topics are:
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UBS buys Credit Suisse
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CS linked to SVB?
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GFC Ahead?
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CS and Australia
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 17.03.2023
Today's topics are:
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Credit Suisse Issue
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Westpac Economic Update
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 15.03.2023
Today's topics are:
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SVB and Aussie Banks
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House price falls
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Meta cuts jobs
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
The different types of properties.
In this video we go through the different types of properties and give you the understanding of the following:
- Residential Property Investments
- Commercial Property Investments
- Investing in Property Funds
Here, we go into some detail on the above as well as other classes.
If you would like further discussions on anything financial, please contact us at hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
residentialproperty
commercialproperty
propertyfunds
financialplanning
Stefan Angelini provides a market update on 14.03.2023
Today's topics are:
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Aussie rental crisis
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SVB effect on markets
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SVB effect on Rates
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SVB UK sold!
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SVB effect on crypto
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AE sells LLC
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
Recently, The Silicon Valley Bank (SVB) collapsed and now the FDIC has moved in and taken control. Our Director, Stefan Angelini of Angel Advisory, has made a video to give our clients and listeners some information on the event but also to guide you on decision making going into the future.
The key topics covered today are:
• What has happened and who is SVB?
• Was there anything wrong with its assets?
• What is Happening at SVB Now.
• Who are the largest affected companies?
• Should WE be worried?
• What should you do – Investors / Depositors / Business Owners
Please remember that this is General Information and should not be taken as Personal Advice. If you would like Personal Advice, Please go and consult a licensed Financial Advisor
Stefan Angelini provides a market update on 10.03.2023
Today's topics are:
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AMP's Economic Outlook
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Global Equities
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Australian Equities
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Property
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Commodities
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 09.03.2023
Today's topics are:
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Proceed with Caution
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Now v 2009 recovery
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2021 Bubble
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Has the bubble popped?
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 08.03.2023
Today's topics are:
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Why are the RBA Increasing Rates?
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US Rates and the Stock Market
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Who Benefits from Rate Increases?
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Who Suffers from Rate Increases?
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
Do you want to make sure all your finances are sorted in the event you died or became unable to make your own decisions?
We think it is best to make the hard decisions early, rather than to rely on emotional family members to try and make decisions for you.
Here, we unpack wills, powers of attorney, non-estate assets and even give some tips for you to consider to ensure the transfer process is simple and easy.
If you would like further discussions on Estate Planning, please contact us at hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
Stefan Angelini provides a market update on 07.03.2023
Today's topics are:
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What if the RBA don’t raise rates?
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Australian Stocks outperform since 1900
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Sustainable Investing Tips
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 06.03.2023
Today's topics are:
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Value vs Growth Investing
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Emerging Markets
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Why Infrastructure?
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Early Super Access
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
OR
Click on the link linktr.ee/angeladvisory.aus
investing #financialplanning #financialplanner
Insurances
In this episode of the Real Wealth Podcast, Tom Gleeson and Stefan Angelini talk about insurance, the different types, costs, and structure.
More so, how to calculate the level of insurance that you may require depending on your situation.
Please remember that all information here is General Information and not Personal Advice. If you have any questions or would like Personal Advice, feel free to contact us or reach out to a licensed financial planner.
If you would like to know more about the best Insurances that may be best for you, reach us on hello@angeladvisory.com.au
Insurances #Lifeinsurance #TPDinsurance #traumainsurances #IPinsurance #financialplanning
Stefan Angelini provides a market update on 03.03.2023
Today's topics are:
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Australia’s GDP
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Interest Rate Hikes
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Mortgage Applications
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Commercial Property Issues
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A Swing to Private Credit
-
China’s Recovery
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 02.03.2023
Today's topics are:
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What if rate increases stop?
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Government stops Chinese investment
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Buffet and EVs
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 01.03.2023
Today's topics are:
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$3m Super Cap (Proposed)
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Tax Free Super
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How to Contribute to Super
-
How Much can you Contribute?
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 28.02.2023
Today's topics are:
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Is the housing crash done?
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Housing crisis in Perth
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Zombie companies
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Renewable energy
-
Lithium prices
-
Personal finance in schools
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 24.02.2023
Today's topics are:
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Wage Growth
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Iron Ore and China
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Traveller News
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F45 Closures
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Artificial Intelligence
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Russia's Economy
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Family and Domestic Violence Payments
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 22.02.2023
Today's topics are:
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Bhp
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Housing data
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US business activity
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Dead cat bounce?
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Bnpl crackdown in UK
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failed FHSS
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 21.02.2023
Today's topics are:
Today's topics are:
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Super for home deposits
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Cheap ETF's
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The commodity cycle
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Gold Returns
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Another Super Merger
Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au
investing #financialplanning #financialplanner
Buying a Property in your Super
In this episode of the Real Wealth Podcast, Tom Gleeson and Stefan Angelini talk about how you can buy a property in your superannuation. More so, how you can buy a property within a Self-Managed Superannuation Fund (SMSF). The different rules that need to be followed to make sure that your SMSF is compliant.
Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner.
If you are looking to or would like to know more about SMSF reach out to us on hello@angeladvisory.com.au
SMSF #property #propertyinvestment #financialplanning
Stefan Angelini provides a market update on 20.02.2023
Todays topics are:
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2023 Returns
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Investment Themes
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Bank Margins
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Resources and Green Energy
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Potential super changes
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Crypto crackdown
Every day we are trying to inform you of some of the key economic data indicators that have effected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner
marketupdate #investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 17.02.2023
Todays topics are:
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WFH tax changes
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Why ASX rises
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Dividends
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Soft landing
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House prices
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Gold 7. China v USA
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Returns on $100k
Every day we are trying to inform you of some of the key economic data indicators that have effected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate
investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 16.02.2023 discussing some of the key economic data indicators that have effected and may affect markets and your investment portfolio.
Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner.
marketupdate #investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 15.02.2023 discussing some of the key economic data indicators that have effected and may affect markets and your investment portfolio.
Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner.
marketupdate #investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 14.02.2023 discussing some of the key economic data indicators that have effected and may affect markets and your investment portfolio.
Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner.
marketupdate #investing #financialplanning #financialplanner
Could this be the best investment class for 2023?
In this episode, Tom Gleeson and Stefan Angelini talk Private Credit. A somewhat secure income stream with great returns now that the RBA have increased the cash rate. With a stormy and unsure outlook for property and equity markets, there has been a huge demand for this investment class.
In this market update on 13.02.2023, Stefan Angelini updates us on Inflation, Australian's Financial Stress, The effect of China re-opening and how the Superbowl can relate to investors.
Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner.
marketupdate #investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 10.02.2023 discussing some of the key economic data indicators that have effected and may affect markets and your investment portfolio.
Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner.
marketupdate #investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 09.02.2023 discussing some of the key economic data indicators that have effected and may affect markets and your investment portfolio.
Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner.
marketupdate #investing #financialplanning #financialplanner
Stefan Angelini provides a market update on 08.02.2023 discussing some of the key economic data indicators that have effected and may affect markets and your investment portfolio.
Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner.
marketupdate #investing #financialplanning #financialplanner
What structures should I use to minimise my tax when investing?
In this episode, Tom Gleeson and Stefan Angelini unpack 6 different structures and explain how they might be useful to different people with different circumstances.
Stefan Angelini gives a market update on 07.02.2023 discussing some of the key economic data indicators that have affected and may affect markets and your investment portfolio.
marketupdate #investing #financialplanning #financialplanner
Stefan Angelini gives a market update on 06.02.2023 discussing some of the key economic data indicators that have effected and may affect markets and your investment portfolio.
Should I be investing in Property or Shares?
Here we un-pack the key considerations of each investment to allow you to determine what is best for your situation.
Do you know how much you spend? If you're spending more than you're earning, there is a high likelihood you're going backward!
Here we unpack an easy way to understand how much you're spending as well as a more in-depth way to get down into the details.
Salary Sacrificing into Super - What are the benefits and considerations?
Below is a link to a shortish video that will help explain the key considerations around taxes, cash flow and the effects this could have on your super.
The most important way to build wealth is to invest into yourself, to grow your income and then invest. Join us as we unpack how many business owners and entrepreneurs invest in themselves, followed by an analysis of what to invest in and when. Stefan Angelini is joined by Kyle Traynor, host of Start-Up Diaries Podcast to assist in the conversation
What are the different characteristics between investing in Residential and Commercial Property? Stefan Angelini discusses the intricacies of investing in Commercial Property with Guy Naselli from NSL Property Group.
Are you thinking of a Small or Large Home Renovation, Knocking Down your house or Just selling and moving onto a bigger and better house.
The biggest considerations in making this decision are the construction costs and what planning is involved.
Stefan Angelini sits down with his brother and Builder, Tristan Angelini, to go through the current construction environment and explain why construction costs have escalated so much.
What's better... Cash or Cash Flow?
When investing in property and even focusing on development, generating cash flow becomes an ideal strategy to chase.
In this episode, Stefan Angelini sits down with his brother and builder, Tristan Angelini, to talk about their experiences in Rooming Houses and Disability Houses. The revenue is very attractive, but comes with its own risks.
Investor Types Episode 26 - ASX Stock Trading Education - Vaneck - ETF Specialists - Podcast
Stefan Angelini is Joined by George Latham from WHEB Asset Management to discuss Sustainable Investing. Some of the topics covered are:- Sustainable Investing Themes- Profiting from the Pandemic- Are Companies more Sustainable?- Is Sustainability the Next Revolution?- Investor Type - Sustainable Investments
Want to improve your trading and ultimately improve your wealth? Join Australia's Largest ASX Stock Discussion Facebook Group as we Interview some of the industries best investment professionals.These Education Sessions are designed to uncover how the best Investors in Australia search for and Find Stocks on the Australian Stock Exchange.In this Webinar we interview Adrian Rowley, Head of Equity Strategies from Watershed Funds Management. As a business, Watershed manage over $700 Million.What is Featured in this Presentation:- Who is Watershed- What is happening in the Market Right now- What is Watershed's Investment Philosophy- 3 High Conviction Stocks Watershed have right now- You'll also have an opportunity to ask questions of your feature speaker. Ask yourself, will taking 1 hour out of your day to learn how one of the best funds in Australia investment money, be of benefit to your trading and your long term net wealth? Special Thanks to our Sponsors:- McDonald Legal- Angel Advisory- The Referral Group
Stefan Angelini's sits down with Daniel McDonald, director of McDonald Legal, to find out why he started his law firm and how he went from a sole practitioner to a practice with 6 lawyers in just 2 years with effective marketing campaigns.This is a great episode for anyone who is running or wanting to start a professional services business.
Want to improve your trading and ultimately improve your wealth?These Education Sessions are designed to uncover how the best Investors in Australia search for and Find Stocks on the Australian Stock Exchange.In this Webinar we interview James Holt, Investment Specialist from Perpetual Funds Management. As a business, Perpetual manage over $17.4 Billion. This Webinar will focus on their conviction to the ASX 200 with a particular focus on Consumer Discretionary, Financial and the Materials Sectors.What is Featured in this Presentation:* Who is Perpetual * What is happening in the Market Right now * What is Perpetual's Investment Philosophy * 3 High Conviction Stocks Perpetual have right now
Ask yourself, will taking 1 hour out of your day to learn how one of the best funds in Australia investment money, be of benefit to your trading and your long term net wealth? Special Thanks to our Sponsors:* McDonald Legal * Angel Advisory
Stefan Angelini is Joined by Ben Ivy to discuss how you can become the ultimate business owner or Entrepreneur. It's easy to be a creative, idealistic and vision orientated business owner, but it's also easy to suffer from burnout. Some of the topics we cover:> What is an Entrepreneur> How Business Owners Beat Burn-Out> How to Procrastinate Less> How to be a Better Entrepreneur
Stefan Angelini is Joined by Cate Bakos to discuss investing into Regional Investment Properties. If you're looking for a cash flow property or investment property and have limited deposit funds or a limited amount of borrowing available to you, then this will probably be a strategy you'll be looking at. Some of the topics we cover:> Cate's experience in buying property.> What is the difference between the marketing and sales/auction process between regional and metro property sales?> The case for regional vs metro property.> How important is cash flow when buying property?> Any tips for those looking for an investment property.> How important is land size?> What kind of client normally buys regional investment properties
Stefan Angelini takes a deep dive into the Superannuation industry to help you decide where you could be investing your superannuation fund.This includes looking into Industry Funds, Retail funds and even Self Managed Super Funds (SMSFs). You'll also find out how you can contribute, or getting money into, superannuation as well as the tax rates within Superannuation. Some of the topics we cover:> Getting Money into Superannuation> Industry Funds Summary> Retail Superannuation Fund Summary> What is an SMSF?
Stefan Angelini is Joined by Matt Williams of Airlie Funds Management to discuss investing into Australian Shares / Stocks. Matt has over 20 years industry experience, he entered investment management in 1993 when he joined Perpetual Investments as an equities dealer. From there Matt progressed to be an equities analyst and portfolio manager. From 2011 to 2015, Matt was Head of Equities at Perpetual. Since joining Airlie in July 2016 Matt has managed Australian share strategies for institutional clients. Some of the topics we cover:> Timing the Market in Stocks> Australian Stock Update during Covid-19> Investor lessons from past Recessions> Biggest Stocks to Benefit from Covid-19> What Stocks should I Buy?> Dividend vs Growth Stocks?> Investor Type - Australian Stocks
Stefan Angelini is Joined by Mike Mortlock from the Geared for Growth Podcast, a man who also runs MCG Quantity Surveryors, to discuss investing your time and money into a podcast while running a business. Some topics we cover:> Why did you start your podcast?> How hard was it to start it?> Has it driven any business?> Do you like to talk about your work or promote your business?> What's more exciting to run, the business or your podcast?> If a business owner wants to start a podcast, what are some tips?
Stefan Angelini is Joined by Justin Dunne from Independent Property Brokers to discuss investing into Inner City Townhouse Properties. This kind of property investment is one that he believes has great capital growth and as well as great rental income returns. Through buying older stock that is build well and finding great tenants, a property investor can build a great portfolio. Some of the things we cover:> How much should I spend on an investment property> Property - Buying old v new> Tenants of inner city townhouses> Warnings when buying inner city townhouses> How to get started as a buyers advocate> Key Lessons when buying property> How to find the ideal property> Tips to buying your investment property
Stefan Angelini is Joined by Santo Surace to discuss day-trading stocks and foreign exchange. Santo used to be an electrician but focuses full time on day-trading into equities and currency. He doesn't necessarily like to look at th fundamentals, but focuses on patterns and trends to make his trades. Some of the things we cover:> What is day trading stocks?> What is day trading forex?> What is pattern/trend trading> How tradies invest> How do you day trade forex?> How do you day trade stocks?> Risks in day trading> Investor type for day trading
Stefan Angelini is Joined by Nathan Free of BELL Securities to discuss how you can start a share portfolio using NO CASH.Not only this, but a strategy that ensures you lose no money from your stock and equity investments.This is an investment strategy normally reserved for executives, high income earners and those who want a stock portfolio with a little less risk than normal. Some titles we visit in this series:> How to buy stocks with no cash> The risks of a no cash - stock strategy> The Running costs of a no-cash strategy> Tax Deduction for investing in stocks> Executive investment strategy> High Income Earner Investment Strategy
Would you lend your money to Business Owners, SMSFs and even some Developers? OR Maybe you're interested in dabbling in a bit of Peer to Peer Lending???In this episode, Stefan Angelini is Joined by Chris Andrews, the Chief Investment Officer at LaTrobe Financial, to discuss investing into Fixed Income Credit Investments. Where you can pool your fund together with other people, to lend out for a fixed term and achieve a stable income return better than what you're getting as a Term Deposit. Some of the videos from this chat:> How to become Chief Investment Officer of LaTrobe> Who does LaTrobe Manage money for?> If I borrow from Latrobe, whose money do I use?> A great alternative source of income - a non-bank> Who does your Fixed Income Investment go to?> What is peer-to-peer lending> Investor Type for Fixed Income Credit
loans #lending #credit #creditinvestment #termdeposits #investing #latrobe #investortypes #financialplanning
Stefan Angelini is Joined by Sean Soole to discuss investing into Private Businesses. If you've seen those up and coming businesses that operate close by or that a friend runs and you've been thinking of getting involved, this is for you!We focus on investing into the person, as opposed to the business and ensure you understand that this doesnt always work out and relationships here don't always last Here are some topics we cover:> People v Vision of a business> Private Businesses Dividends or Growth?> The Importance of an Exit Strategy> Sean Soole's Story> Going from Business Owner to Investor> Outsource what you don't know> The importance of Mentors> Strategy when Buying Private Businesses> Investor Type - Private Businesses
Stefan Angelini is Joined by Chris Wheldon to discuss investing into International Stocks. Companies like Apple, Amazon, Facebook or Alphabet. Chris is the co-lead portfolio manager with Hamish Douglas on the international high-conviction strategy. They focus on finding the best 8-12 companies in the world for their investors. Join us was we discuss how he finds the best companies, his view on Exchange Rates in International Investing and even as he compares Tesla and Facebook. Here are some topics we cover:> Businesses to Invest in Overseas> How to find a good overseas stock> Value v Growth when investing overseas> 1 factor when valuing an overseas business> Tesla v Facebook. Which is better?> Active v Index International Investment> Difference between Australia & International Investment> Currency Effect when Investing Overseas> Managing $90 Billion> Portfolio Position at the start of Covid-19> Best Sectors post Covid-19> International Investor - Investor Type
Stefan Angelini had the pleasure of sitting down with Mike Mortlock from MCG Quantity Surveyors on his Geared for Growth Podcast to talk about my Property Development Journey, Experiences and Learning. We talk about how I got started in property, why financial advisers normally HATE property, what returns you can expect from property development as well as the costs and steps in getting a project from an idea into a delivered product. If you're keen on property development, jump on my podcast or visit the Geared for Growth Podcast. Some things you'll hear about:Buying Land direct from the developerWhy do Financial Advisors HATE Property?Strategies to Retire EarlyLessons in buying an off-the-plan apartmentCosts of developing - Start to FinishReturns from Property DevelopmentWhat is the Investor Types Podcast?Wealth Creation StrategiesWhat do investors always get wrong?
Stefan Angelini takes a deep-dive into bitcoin and other cryptocurrencies with his guest. Exploring it from the roots of what it is and going into some real depth for the more sophisticated investors out there.
Stefan Angelini is Joined by Damien Roylance to discuss investing into his Business.It is common for Business Owners to get to a point where they need to decide to either grow by reinvesting profits back into the business, or if they're happy with the current state of things and want to pull their money out.Join us as we explore the values of empowering your team, building a good culture and just focusing on growing. Some things you'll hear about:In Tough Times... Business Owners Eat lastInvestor Type: Being a Business OwnerAre Business Owners Killing it! Financially?Investing Money into Company CultureRunning a Business & a Start-UpBuying out your business partnersFinancial Strategies to grow your businessHow important is a business plan?Taking your business from 2 to 16 employeesHow to Create your Business NameHow This Broker Started his businessHow do Business Owners Manage their financesBuilding a Vertically Integrated Business