In this episode Dev has a chat with Balaji Gopal from the Head of Distribution & Financial Adviser Services at Vanguard Australia. Dev and Balaji discuss:

👉🏾 the Vanguard Personal Investor platform

👉🏿 the cost of Australian funds vs US funds

👉🏻 is Vanguard chess-sponsored and if not, why?

👉 does it cost money to hold money in the cash account?

👉🏼 the auto-invest feature

👉🏽 why is there a lag between direct debt of money and landing into investments?

👉🏾 is a parallel auto invest feature possible?

👉🏻 dividend re-investment

👉 will managed funds shut down if new ETFs are cheaper?

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Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.

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Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. The host of this podcast is an authorised representative of Money Sherpa PTY LTD, which holds financial services license 451289. To download the financial services guide, please visit: https://moneymoneymoney.squarespace.com/s/FSG-Dev-Raga-Personal-Finance-August-2025.pdf

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