Sorting out your investing admin can be a bit like eating your greens. It isn’t always exciting, but you ignore it at your peril, and benefit when you do it. That’s why Natasha Etschmann (Tash Invests) and Ana Kresina (Head of Product & Community at Pearler) have made it the theme of this episode.
In this session of the Get Rich Slow Club, Tash and Ana provide a handy investing admin checklist. They also cover how to manage your share register, sort your ongoing paperwork, and track your portfolio. Get ready to become an investing admin guru!
@tashinvests
@anakresina
@getrichslowclub
@pearlerhq
Get Rich Slow Club
Pearler
YouTube
Disclaimer
Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.
Natasha Etschmann is an Authorised Representative 1299881 of Guideway Financial Services Pty Ltd AFSL 420367. Read the FSG available from https://tashinvests.com/links
Pearler is an Authorised Representative 1281540 of Sanlam Private Wealth Pty Ltd AFSL 337927. Read the FSG available from https://pearler.com/financial-services-guide
If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.
Hosted on Acast. See acast.com/privacy for more information.