Your portfolio should be changing with your life.

For many, that may be an obvious statement. The harder part is understanding how it should be changing over our lives.

That is what we wanted to unpack with Matt Ingram, financial adviser and partner at Northhaven Financial Management.

Today, Bryce and Matt work through 3 personas and build portfolios for their stage of life. Tune in to hear portfolios for:

• The young accumulator
• The pre-retiree
• The inheritance receiver

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

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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.

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

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

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

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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

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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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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.

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