Whether you're working for a salary, managing your own business, or planning for retirement, inflation is having an impact on your finances. You need to understand that impact to make sure you adjust your financial strategy in the right direction.

Special guest David Berthon-Jones joins us to discuss the impact of inflation as well as strategies for managing finances and investments in a high-inflation economy.

If you’re feeling the pinch of rising prices and wondering how to safeguard your financial future, tune in now.

📌Timestamps:

0:00 Intro

02:09 Generating profits through inflation

03:27 How does inflation impact the composition and allocation of investment portfolios?

06:22 Thoughts on the RBA lifting interest rates to control inflation

09:25 Finding the balance between risk and reward when adjusting portfolios for inflation

13:26 How much do investors change strategies during inflation?

15:24 What is a good, sustainable rate of return for a long-term investment?

18:22 What is the benefit of having a fund manager?

21:38 When is a good time to start building your wealth through investing?

24:37 What is the material value of getting financial advice?

About David:

David Berthon-Jones CFA is a founding partner and Joint Chief Investment Officer at Aequitas Investment Partners. With a stellar career as a professional asset consultant and a portfolio manager overseeing a $3bn portfolio, David brings a wealth of knowledge and experience. David is responsible for macro-economic analysis and dynamic asset allocation processes across a range of reliable multi-asset and direct equity portfolios. He was also one of the expert contributors for our thinkBIG report – the SME guide to inflation and interest rate rises.

Please note: the information shared on this podcast is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Before making an investment or trading decision you should consult with your financial adviser & consider how appropriate the advice (if any) is to your objectives, financial situation and needs.

For expert financial advice tailored to your personal situation, please reach out to one of our wealth management specialists.

Text us your questions!

Thanks for listening! Visit the RSM Australia website to ask the hosts a question.