The US advice model vs Australia: here’s what we do better

Send us Fan MailThe US insider takeaways every Aussie investor should knowBilly’s just back from a whirlwind trip through Harvard, MIT, New York and LA, meeting with some of the biggest fund managers in the world. In this episode, Josh and Billy unpack what he learned and what it means for Australian investors.They dive into the rise of private assets like private equity, credit and infrastructure, and why the best companies are no longer going public. You'll hear why this is a game-changer for everyday investors, what the real risks and rewards are, and how to actually get access.They also break down the differences between the US and Australian advice models, the impact of mega-stocks dominating markets, and why relying on the nightly news is the worst way to stay informed.This one's a mix of insider intel, investment trends and plenty of laughs, including a very sweaty elevator story from a New York boardroom. If you’ve ever wondered what the wealthy are doing that you're not, or how to take your portfolio beyond just shares and property, this episode is for you.----Want to find an Adviser that suits your financial needs:https://www.linkwealth.com.au/Get in touch with Josh: https://www.linkwealth.com.au/josh-lee-link Get in touch with Billy:https://www.linkwealth.com.au/billy-norman-linkJosh's TikTok:  https://www.tiktok.com/@joshleefinadv Billy's TikTok:  https://www.tiktok.com/@billynormanfp    Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified   Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide ----    General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.