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Ep 42 – Aligning Your Portfolio with Your Life Goals: A Practical Guide

In this episode of the Evalesco Healthy, Wealthy and Happy podcast, CIO Marshall Brentnall and Senior Financial Adviser Blake Cullen explore why successful investing is about alignment, not just performance. They discuss how portfolios should reflect real goals, timeframes and life priorities, the role of disciplined behaviours and diversification, and why strategy comes before chasing returns. A practical conversation about aligning your money with the life you want to live.

Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before acting on any of the information included in this article you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Any references to past investment performance are not an indication of future investment returns. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a disclosure document relating to the product and consider the content before making any decision about whether to acquire the product.

Prepared by Evalesco Financial Services Pty Ltd Corporate Authorised Representative No. 325313, ABN 23 962 645 633 of The Principal Edge Pty Ltd AFS Licence 225029, ABN 82 003 710 263

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