Charlie Viola is the founder of Viola Private Wealth and is a regular at the top of the lists of Australia's best financial advisers.

Today on the podcast, we wanted to unpack the process he walks through with every client at Viola Private Wealth.

From understanding who the client is, to getting the right money in the right places, to making good long-term investing decisions, this episode was our effort to better understand Charlie's process so we could add to our own.

If you'd like to chat to Charlie or another of our hand-picked financial advisers, fill out this form and we'll match you with an adviser that suits your needs.

—------

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

Keep up with the news moving markets with our daily newsletter.

We’re particularly excited to share our latest show: Basis Points

• Watch or listen to the show (Apple | Spotify | YouTube)
• Read the monthly email

—------

Looking for some of our favourite research tools?

• Download our free Basics of ETF handbook
• Or our free 4-step stock checklist
• Find company information on TIKR
• Track your portfolio with Sharesight

—------

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. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

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. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.