Australia's top financial advisor tells all

Financial Advice

01-12-2025

Australia's top financial advisor tells all

In this special episode of 'The Money Puzzle', Mathew Cassidy joins James Kirby Associate Editor Wealth at The Australian to offer a unique perspective on what you need to know about advice, and how to deal with an investment market that is clearly at the top of the cycle.

In this episode, Matt and James discuss:

•    What you should expect from a top financial advisor.
•    How to prepare for a sharemarket downturn.
•    Sequential risk - the biggest financial threat to the pre-retiree.
•    Taking profits off the table.

Listen to the podcast here