Matthew Cassidy of Partners Wealth Group tops the Barron's 150 adviser's list

Matthew Cassidy of Partners Wealth Group has just taken the top spot in this year's  Barron's Top 150 Advisers List.

Matthew Cassidy of Partners Wealth Group has just taken the top spot in this year's  Barron's Top 150 Advisers List. He offers a unique perspective on what you need to know about advice, and how to deal with an investment market that is clearly at the top of the cycle.

Matthew Cassidy of Partners Wealth Group joins Associate Editor - Wealth, James Kirby in this episode.

In today's show, we cover:
What you should expect from a top financial adviser 
How to prepare for a sharemarket downturn
Sequential risk  - The biggest financial threat to the pre-retiree
Taking profits off the table 

Matthew Cassidy of Partners Wealth Group has just taken the top spot in this year's&nbsp; Barron's Top 150 Advisers List. He offers a unique perspective on what you need to know about advice, and how to deal with an investment market that is clearly at the top of the cycle.
Matthew Cassidy of Partners Wealth Group joins Associate Editor - Wealth, James Kirby in this episode.
In today's show, we cover:
<ul>
<li>What you should expect from a top financial adviser&nbsp;</li>
<li>How to prepare for a sharemarket downturn</li>
<li>Sequential risk&nbsp; - The biggest financial threat to the pre-retiree</li>
<li>Taking profits off the table&nbsp;</li>
</ul>

Every week, The Australian's James Kirby delivers two power-packed episodes featuring in-depth analysis of property markets and smart money-making strategies.

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au. 

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at <a href="mailto:themoneypuzzle@theaustralian.com.au">themoneypuzzle@theaustralian.com.au</a>.&nbsp;

The Australian’s Money Puzzle covers all important finance and property topics.

The Money Puzzle

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au.

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at themoneypuzzle@theaustralian.com.au.

Special Edition - Australia's Top Financial Adviser tells all 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/32a36769-037a-4c65-b150-b39b0062cd01/transcript

Advertisement