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In this episode of the Westpac Wealth Investment podcast, Joe DeLisi discusses the evolving mindset of investors, particularly high net worth individuals, who transition from fearing they won't have enough to worrying about whether they are doing enough with their investments. He emphasizes that complexity in portfolio management is often unnecessary and advocates for a straightforward approach to investing, focusing on equities and bonds without getting caught up in complicated strategies.
By Westpac Wealth Partners5
88 ratings
In this episode of the Westpac Wealth Investment podcast, Joe DeLisi discusses the evolving mindset of investors, particularly high net worth individuals, who transition from fearing they won't have enough to worrying about whether they are doing enough with their investments. He emphasizes that complexity in portfolio management is often unnecessary and advocates for a straightforward approach to investing, focusing on equities and bonds without getting caught up in complicated strategies.

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