MEET OUR GUEST: Roger Montgomery has more than three decades of experience in funds management, equities analysis, trading, and stockbroking. He is the founder of Montgomery Investment Management, a boutique Australian investment firm catering to individuals, families, and their advisors. Roger is also the author of "Value.Able," a guidebook for the stock market aimed at successful investing for the next generation. Beyond his professional endeavors, Roger regularly appears on ABC Radio, ABC TV, The Australian and AusBiz.

Key Takeaways:

• Alternative investments, like private credit, can provide attractive returns with manageable risks when thoroughly researched.

• Understanding your risk tolerance and diversifying investments can lead to financial growth while minimising stress.

• Private credit is emerging as a new asset class that could complement traditional investments in providing consistent income, especially for retirees.

• Informed decision-making, aided by expert guidance and due diligence, is crucial in navigating the realm of alternative investments.

Notable Quotes:

1. "I do believe that our conscience is God's voice and that will ultimately determine the choices that you make." - Roger Montgomery

2. "Not to be scared. Seek advice if you don't know enough or do a lot of due diligence." - Roger Montgomery

Resources:

• More about Roger Montgomery: rogermontgomery.com
• Montgomery Investment Management: montinvest.com
• Roger's book: Value.Able (A guide for stock market investment)

 

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Pete Burrows is an accountant for small business and individuals with Lower Russell and Farr in Penrith, Western Sydney, Australia.

Ben McEachen hosts Hope Mornings on Hope 103.2FM in Sydney, Australia.

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