
what $2.5m+ investors are doing differently (and how you can copy it)
About this episode
In this bonus episode Glen is joined by Fraser Allan, Head of Premium Client Management at CMC Invest for a chat around all things investing. Fraser looks after clients with $2.5M+ in holdings and sees what the most successful investors actually do. They touch on:
ππΌ what makes a successful investor
ππ½ the core and satellite investing approach
ππΎ the most highly-traded US and Aussie stocks
ππΏ what's the landscape for bitcoin & crypto?
ππ» what factors to consider when choosing an investment platform
π how to choose which ETF to buy as a first timer
ππΌ high yield ETFs vs high growth ETFs
ππ½ is there still value in LICs?
ππΎ factors to consider when investing for kids
ππΏ diversification and how many stocks are high-net worth clients holding
ππ» what happens if a brokerage goes under?
π features of the CMC Invest platform
This bonus investing episode is brought to you by CMC Invest. Access shares, ETFs and crypto - all in the one award winning app. Invest better today. Visit cmcinvest.com General advice only. Crypto is unregulated and high risk. T&Cs apply.
money money money is proudly supported by Sphere Home Loans and Skye Wealth.
Need a mortgage broker? Check out https://www.spherehomeloans.com.au
Need to review your personal insurances? Head to https://skye.com.au
π‘ Join our Facebook community: https://bit.ly/m3fbgroup
Watch us on Youtube: https://www.youtube.com/@m3.podcast
Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes
This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.
Hosted on Acast. See acast.com/privacy for more information.
Get every episode summarized
Each time money money money publishes, we email you a written briefing from the transcript β the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from money money money

936b cash out 3% super, bond yields, geared ETFs, retirement, financial advice +...
money money money

936 paying off parent's debt, DHHF vs VGS, goal setting, career change into real...
money money money

935b wwgd: Ellie is stuck in analysis paralysis, but why?
money money money

935 super september: calculators, fees, fund selection & SMSF with financial jou...
money money money