Episode description
Episode description
Mark Lamonica is the Director of Personal Finance at Morningstar Australia.
Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.
In today's conversation with Mark, we're unpacking:
- What opportunities Mark is seeing in the current market
- How Mark has very clearly defined his investing goals
- Investing for income and how Mark funds his lifestyle with his investments
- Setting up an investment portfolio for the next 30 years
- How Mark continues to upskill and learn as an investor
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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.
With $2.5 billion under management, Viola Private Wealth provides tailored solutions for high-net-worth investors. Their boutique firm specialises in helping individuals and families navigate the complexities of wealth management with clarity and confidence.
To speak to the team at Viola Private Wealth, complete the contact form on their website.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates 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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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.
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