MEET OUR GUEST: Roger Montgomery has more than three decades of experience in funds management, equities analysis, trading, and stockbroking. He is the founder of Montgomery Investment Management, a boutique Australian investment firm catering to individuals, families, and their advisors. Roger is also the author of "Value.Able," a guidebook for the stock market aimed at successful investing for the next generation. Beyond his professional endeavors, Roger regularly appears on ABC Radio, ABC TV, The Australian and AusBiz.

Key Takeaways:


Alternative investments, like private credit, can provide attractive returns with manageable risks when thoroughly researched.


Understanding your risk tolerance and diversifying investments can lead to financial growth while minimising stress.


Private credit is emerging as a new asset class that could complement traditional investments in providing consistent income, especially for retirees.


Informed decision-making, aided by expert guidance and due diligence, is crucial in navigating the realm of alternative investments.

Notable Quotes:
"I do believe that our conscience is God's voice and that will ultimately determine the choices that you make." - Roger Montgomery


"Not to be scared. Seek advice if you don't know enough or do a lot of due diligence." - Roger Montgomery

Resources:
More about Roger Montgomery: rogermontgomery.com
Montgomery Investment Management: montinvest.com
Roger's book: Value.Able (A guide for stock market investment)

 

Join the Money: Faith and Finance Group on Facebook here!

We love your questions. Contact the Money: Faith and Finance team and we will aim to get back to you in a future episode. 

Pete Burrows is an accountant for small business and individuals with Lower Russell and Farr in Penrith, Western Sydney, Australia.

Ben McEachen hosts Hope Mornings on Hope 103.2FM in Sydney, Australia.

MEET OUR GUEST: Roger Montgomery has more than three decades of experience in funds management, equities analysis, trading, and stockbroking. He is the founder of&nbsp;<a href="https://www.montinvest.com/">Montgomery Investment Management</a>, a boutique Australian investment firm catering to individuals, families, and their advisors. Roger is also the author of "<a href="https://rogermontgomery.com/valueable-book/">Value.Able</a>," a guidebook for the stock market aimed at successful investing for the next generation. Beyond his professional endeavors, Roger regularly appears on ABC Radio, ABC TV, The Australian and AusBiz.
Key Takeaways:
<ul>
<li>
Alternative investments, like private credit, can provide attractive returns with manageable risks when thoroughly researched.
</li>
<li>
Understanding your risk tolerance and diversifying investments can lead to financial growth while minimising stress.
</li>
<li>
Private credit is emerging as a new asset class that could complement traditional investments in providing consistent income, especially for retirees.
</li>
<li>
Informed decision-making, aided by expert guidance and due diligence, is crucial in navigating the realm of alternative investments.
</li>
</ul>
Notable Quotes:
<ol>
<li>"I do believe that our conscience is God's voice and that will ultimately determine the choices that you make." -&nbsp;Roger Montgomery</li>
<li>
"Not to be scared. Seek advice if you don't know enough or do a lot of due diligence." -&nbsp;Roger Montgomery
</li>
</ol>
Resources:
<ul>
<li>More about Roger Montgomery:&nbsp;<a href="https://rogermontgomery.com/">rogermontgomery.com</a></li>
<li>Montgomery Investment Management: <a href="https://montinvest.com/">montinvest.com</a></li>
<li>Roger's book:&nbsp;<a href="https://rogermontgomery.com/valueable-book/">Value.Able</a>&nbsp;(A guide for stock market investment)</li>
</ul>
&nbsp;
Join the <a href="https://www.facebook.com/groups/moneyfaithandfinance">Money: Faith and Finance Group on Facebook here!</a> We love your questions. Contact the Money: Faith and Finance team and we will aim to get back to you in a future episode.&nbsp;
Pete Burrows is an accountant for small business and individuals with <a href="https://www.lrf.com.au/">Lower Russell and Farr</a> in Penrith, Western Sydney, Australia. Ben McEachen hosts <a href="https://hope1032.com.au/programs/hope-mornings/">Hope Mornings on Hope 103.2FM</a> in Sydney, Australia.

Money: Faith & Finance explores the profound and practical of everyday finances. In every episode, we explore the real-life impact of everything from superannuation to stewardship, the World Bank to your wallet – and what does God have to say about money?

Welcome to the profit, loss and real balance sheet of wherever money intersects with you.

Pete Burrows is an accountant for small business and individuals with Lower Russell and Farr in Penrith, Western Sydney, Australia.

Ben McEachen hosts Hope Mornings on Hope 103.2FM in Sydney, Australia.

Money: Faith &amp; Finance explores the profound and practical of everyday finances. In every episode, we explore the real-life impact of everything from superannuation to stewardship, the World Bank to your wallet – and what does God have to say about money? Welcome to the profit, loss and real balance sheet of wherever money intersects with you.
Pete Burrows is an accountant for small business and individuals with <a href="https://www.lrf.com.au/">Lower Russell and Farr</a> in Penrith, Western Sydney, Australia. Ben McEachen hosts <a href="https://hope1032.com.au/programs/hope-mornings/">Hope Mornings on Hope 103.2FM</a> in Sydney, Australia.

Money: Faith & Finance

Listen to more from our Hope Podcasts collection at hopepodcasts.com.au. And send the team a message via Hope 103.2’s app, Facebook or Instagram.

This podcast is not offering financial or investment advice. It's always best to do your own research and to consult a professional financial or investment advisor before making any financial or investment decisions.

Listen to more from our Hope Podcasts collection at <a href="http://www.hopepodcasts.com.au/">hopepodcasts.com.au</a>. And send the team a message via <a href="https://hope1032.com.au/listen/#apps">Hope 103.2’s app</a>, <a href="https://www.facebook.com/Hope103.2">Facebook</a> or <a href="https://www.instagram.com/sydneyshope1032/">Instagram</a>. This podcast is not offering financial or investment advice. It's always best to do your own research and to consult a professional financial or investment advisor before making any financial or investment decisions.