Basis Points
Basis Points
Podcast Description
Small improvements, compounded. That is the power of basis points. From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes. Hosted on Acast. See acast.com/privacy for more information.
Podcast Insights
Content Themes
The podcast covers a range of financial topics including portfolio construction, investment philosophies, emerging asset classes, and the dynamics of the financial advice industry. For example, episodes discuss missteps in diversification, trends in ETFs, as well as best practices for guiding clients through financial decisions.
Small improvements, compounded. That is the power of basis points.
From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let’s find small improvements that compound into big outcomes.
Hosted on Acast. See acast.com/privacy for more information.
Grant Hackett has now spent more time working in finance than he did in the pool, but he’s still best known for being one of, if not the greatest, distance swimmers Australia has ever produced.
Hackett hung up his goggles in 2008 and is now the group CEO of ASX-listed Generation Development Group.
In this episode of Basis Points, he takes advisers through the highs and lows of his Olympic career, his early days in business, as well as the significant shifts he believes are coming for the industry.
He also shares his views on what some of the Government’s policy changes (super, capital gains tax, negative gearing and trusts) mean for advisers and their clients.
Chapters:
00:00 Meet Grant Hackett
01:47 From Olympic Gold to Finance
06:20 Olympic Lessons for Leadership
10:44 Inside Generation Development Group
13:44 How GDG Finds Growth
19:28 The Future of Financial Advice
21:05 Investment Bonds and Tax
27:04 What Advisors Are Worried About
29:32 Life After Olympic Swimming
📈 Stocks and ETFs Mentioned:
Generation Development Group (ASX: GDG)
Apple Inc. (NASDAQ: AAPL)
Westpac Banking Corporation (ASX: WBC)
Register for your ticket to FinFest Industry Day here!
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Generic Knowledge (0.25 hour), Managed Investments (0.25 hour)
Legislated CPD Area: Technical Competence (0.25 hour), General (0.25 hour)
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Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
Disclaimer
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