Portfolio Construction

from Dollars and Making Sense · host Ray Trevisan

We welcome a new presenter to the show, Kerry Said from Wealth Creation Advisors. Kerry is a 30 year industry veteran who specialises in SMSFs and working with clients to achieve their financial goals. Constructing a long term investment portfolio can be relatively simply if you follow some basic steps. Six of them in fact! And we're covering them off in today's show, check out the blog for references and Kerry's wise words of wisdom. If you fail to plan, you plan to fail!

Episode metadata supplied by the publisher feed · Published Apr 7, 2025

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Portfolio Construction

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