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How much did we invest in FY24 | Financial Check-up
Manage episode 422913048 series 2973166
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Welcome to the first episode of our 4-part series where we do a health check on our personal finances as we approach the end of the financial year! All will be revealed!
In this episode we check:
- How much did we contribute to our investing and savings goals this year?
- Is our emergency fund adequate - is it actually 3 to 6 months of living expenses
- How are we progressing towards our goals?
- Our asset allocation - does it align with our goals?
- Consider how we rebalance
Thanks to Superhero for proudly supporting this series.
Superhero is Australia’s best-value online share trading platform as awarded by Money Magazine three
years running. They’re feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero.
$2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au. Superhero does not provide financial advice and you should consider whether the product is right for you.
Have a money or investing question? Ask via our website.
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Have an investing question?
- Ask via our website and we'll answer it on the podcast.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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