Investor Types

Fans, followers, and friends of the Angel Advisory and Real Wealth with Stefan Angelini podcast. It is our great pleasure to take you on a deep dive into the exciting world of Artificial Intelligence and Digital Payments.  Our guide on this journey is one of the masters behind the Munro Partners investment team, Kieran Moore. Join Kieran and Tom as they discuss the big players in this arena and map out the landscape ahead for investing in AI. Please remember that this podcast is general information and should not be considered as personal advice. If you would like personal advice, please consult a licensed financial planner.  #FinancialPlanning #RealWealth #MunroPartners #AI #SchoolReunion

Looking to invest for Dividends but don't know if Investing Internationally is suitable for this strategy? Stefan chats with a $47 Billion Fund Manager based out of New York, who has AUD $11 billion invested solely to drive income and dividends in international companies. With utmost generosity, Tom Callahan, Managing Director of Client Portfolio Management at Epoch Investment Partners, graciously shared his wealth of knowledge and experience, guiding us through a deep dive in our new podcast episode. We have a series of engaging discussions that go even further into income-generating and international investing. 1. Why the US market has performed so well at the start of 2023? 2. How is the international landscape looking at the moment? 3. What is a Value Investment? 4. How do you ensure they have the ability to always pay a dividend in a downturn? 5. How do you find a good Dividend paying businesses? 6. In a high inflationary environment, what business would be best to own? 7. What do you prefer, proven businesses or new and exciting businesses? If you would like further discussions on anything financial, please contact us at hello@angeladvisory.com.au #FinancialPlanning #DividendInvesting #GlobalIncome #InvestmentStrategy #FundManagement

Looking to invest for Dividends but don't know if Investing Internationally is suitable for this strategy? Stefan chats with a $47 Billion Fund Manager based out of New York, who has AUD $11 billion invested solely to drive income and dividends in international companies. With utmost generosity, Tom Callahan, Managing Director of Client Portfolio Management at Epoch Investment Partners, graciously shared his wealth of knowledge and experience, guiding us through a deep dive in our new podcast episode. We have a series of engaging discussions that go even further into income-generating and international investing that will air in our next episodes. 1. Why the US market has performed so well at the start of 2023? 2. How is the international landscape looking at the moment? 3. What is a Value Investment? 4. How do you ensure they have the ability to always pay a dividend in a downturn? 5. How do you find a good Dividend paying businesses? 6. In a high inflationary environment, what business would be best to own? 7. What do you prefer, proven businesses or new and exciting businesses? So, stay tuned for the next exciting installment as we navigate the details of dividend-focused international investing. Whether you're an experienced investor or just starting on your financial journey, this podcast will provide you with insights, strategies, and expert advice. Get ready for a wealth of knowledge, and remember to stay tuned - there's plenty more to come!

More and more, Ethical Investing is becoming the way of the future. Particularly as the impact that each individual company has is able to be researched, calculated and compared. We found that people within Angel had questions about this changing landscape, including some of the below; How does Impact Investing differ from an ESG approach? Greenwashing: why do companies do it? How do they attempt to excuse or explain it? How can we quantify the impact that Ethical Investing can have? So rather than carry on wondering, we went straight to the leaders of the pack - Pengana WHEB. They are fortunate enough to boast experts like Claire Jervis, who was willing to share her knowledge and experience with us to address these questions. Thus, our first international podcast episode was born. The time difference was significant, the weather was completely different, but the conversation was gripping. So kick back, hit play and enjoy the masterclass Claire is going to take us on. If you would like further discussions on anything financial, please contact us at hello@angeladvisory.com.au OR Click on the link linktr.ee/angeladvisory.aus #ImpactInvesting #sustainability #SixthIndustrialRevolution

Goals should be specific. "Get rich" is a terrible goal because it is too broad. "Retire by 50" is a measurable, tangible goal because you can picture it now (and if you can't, I'll help you..) Turn 50; have a wicked party, Achieve financial freedom, Stop work altogether OR work to your own schedule; 1-2 days a week, Travel, Dine out, Buy a boat, See Taylor Swift perform live, Do whatever you want because your time is your own and you have the financial freedom to do so. If you are interested in some or all of the above, please check out this episode that addresses the systems, structures and methods to put into place early - in your 20s and 30s - that will see you shake off the shackles of the grind by age 50. #financialplanning #retirement #goalsetting #swifties

Parents! What's the first thing you think of when you achieve financial freedom for yourself? "How do I ensure my children will one day reach this milestone too..."Same.That's why today, Stefan Angelini and Tom Gleeson have taken an in-depth look at the various options available for investing - with the goal of gifting to your children in the future; Savings account Share portfolio Property Investment Bond Jump into this episode if you'd like to know the considerations and structures that are important at the BEGINNING of this investing process to ensure the best result for you children in the FUTURE. #investing #wealthcreation #intergenerationalwealth #inheritance #earlyinheritance

Stefan Angelini provides a market update on 21.07.2023 Today's topics are: 1. Recession in Aus 2. Easing rentals 3. Sydney’s Housing 4. UK Inflation 5. Self Driving Cars Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au OR Click on the link linktr.ee/angeladvisory.aus #investing #financialplanning #financialplanner

Stefan Angelini provides a market update on 20.07.2023 Today's topics are: 1. Economic Data 2. Housing and Build to Rent 3. Offices to Apartments 4. Comm Games 2026 5. Russias economy Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au OR Click on the link linktr.ee/angeladvisory.aus #investing #financialplanning #financialplanner

Stefan Angelini provides a market update on 17.07.2023 Today's topics are: 1. Asset Class Returns 2. ETFs Popularity 3. Mortgages Stress 4. Crown & the Pokies 5. Plastic into Bricks Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au OR Click on the link linktr.ee/angeladvisory.aus #investing #financialplanning #financialplanner

Have you ever Wondered how Artificial Intelligence is impacting the Investment Environment? We take a little look into what AI is, who it might impact and the types of businesses we believe will be the biggest beneficiaries of this new industry. #AI #artificialintelligence #podcast #investing

Stefan Angelini provides a market update on 11.07.2023 Today's topics are: 1. Interest rate expectations 2. Robodebt 3. Chinas inflation 4. Threads 5. AI Boom Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au OR Click on the link linktr.ee/angeladvisory.aus #investing #financialplanning #financialplanner

Stefan Angelini provides a market update on 01.05.2023 Today's topics are: 1. First home buyers 2. Home prices rise 3. Commercial real estate  4. Buckle up! Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au OR Click on the link linktr.ee/angeladvisory.aus #investing #financialplanning #financialplanner

Stefan Angelini provides a market update on 24.04.2023 Today's topics are: 1. Anzac Day 2. RBA Changes 3. Private credit Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au OR Click on the link linktr.ee/angeladvisory.aus #investing #financialplanning #financialplanner

Stefan Angelini provides a market update on 20.04.2023 Today's topics are: 1. Commercial Property 2. Bull Market? 3. Time to Buy Shares? Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au OR Click on the link linktr.ee/angeladvisory.aus #investing #financialplanning #financialplanner

Stefan Angelini provides a market update on 18.04.2023 Today's topics are: 1. Ethical Super Funds 2. Unprofitable Stocks 3. NDIS Issues 4. Electric Vehicles 5. Google Loses $55 BN Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au OR Click on the link linktr.ee/angeladvisory.aus #investing #financialplanning #financialplanner

Today, Stefan and Tom discuss the different ways of getting money into super, the limits on these contributions and which is advantageous depending on your financial situation. The right contribution in the right amount and executed at the right time can maximise your use of superannuation as a savings and investment vehicle. While the wrong contribution can lead to pesky letters form the ATO (booooo!). If you are interested in exploring this for yourself or just want to confirm your own eligibility to contribute, reach out to us using the contact details below. If you would like further discussions on anything financial, please contact us at hello@angeladvisory.com.au OR Click on the link linktr.ee/angeladvisory.aus #financialplanning #superannuation #CC #NCC Full video is here youtu.be/HXydWhfapuI

Stefan Angelini provides a market update on 17.04.2023 Today's topics are: 1. Unemployment 2. HECS increases 3. US inflation 4. Driverless Cars Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au OR Click on the link linktr.ee/angeladvisory.aus #investing #financialplanning #financialplanner

June 30 marks the end of the financial year. The end of June always seems a long way off, until it's right on your doorstep. Luckily, Stefan and Tom have some helpful tips on how to be ready and how to be smart about your taxes at the same time. If you would like further discussions on anything financial, please contact us at hello@angeladvisory.com.au OR Click on the link linktr.ee/angeladvisory.aus Full video is here youtu.be/Ajzq-b3eeNw

Stefan Angelini provides a market update on 12.04.2023 Today's topics are: 1. Housing Bottomed? 2. Default Risk 3. Help for Vic Gov 4. Dividends 5. China Trade 6. Commercial Property Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au OR Click on the link linktr.ee/angeladvisory.aus #investing #financialplanning #financialplanner

Stefan Angelini provides a market update on 05.04.2023 Today's topics are: 1. Rate cuts 2. Porter Davis 3. CBD office rents 4. Billionaires 5. Is Trump Guilty? 6. Lindeman island sells Every day we are trying to inform you of some of the key economic data indicators that have affected and may affect markets and your investment portfolio. Please remember that all information here is General Information and not Personal Advice. If you would like Personal Advice, please reach out to a licensed financial planner #marketupdate If you are looking to reassess your investment portfolio reach out to us on hello@angeladvisory.com.au OR Click on the link linktr.ee/angeladvisory.aus #investing #financialplanning #financialplanner