The Sum Of It

Bonus: Victoria Devine on ETF's, fee's & rebalancing your portfolio


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In the final of our bonus episodes, Brendan (Sharesies’ AU Country Manager) spoke to Victoria Devine (She’s on the Money) about ETF's or exchange traded funds, rebalancing your portfolio including when to pull out of an investment, and how fees can actually be a good thing.

This conversation took place in our first webinar of 2023 - watch the whole thing here. From what to think about when reviewing your Portfolio, how to weigh up all the different ETF options out there, and how budgeting plays a role in your financial plans—the webinar covered a range of topics to grow your confidence on your investment journey.

Victoria also shared some sweet tips from her latest books—Investing with She’s On the Money and the She’s On The Money Budget Journal.

Investing involves risk. This event is brought to you by Sharesies AU Pty Limited (Sharesies), as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). We don’t provide personalised advice or recommendations. Victoria Devine is not a representative of Sharesies, its associated entities. The views expressed by Victoria Devine are their own views and do not represent the views of Sharesies. Any information we provide is general only and current at the time of the event. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.


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The Sum Of ItBy Sharesies AU