192. How a finance CEO invests and thinks about ethical investing
Description
Pearler has just achieved a massive milestone, hitting $2.5 billion invested. In this episode, Tash sits down with co-founder Nick, to unpack what young Australians are actually investing in, why ETFs dominate, and what trends are shaping portfolios right now.
From the top 10 investments on Pearler, to unpacking ethical ETFs (spoiler: ESG doesn’t always mean what you think), this episode is packed with insights for anyone looking to strengthen their investing knowledge and journey.
Whether you’re just starting out or refining your strategy, you’ll be glad you listened.
Timecodes:
(00:00 ) Welcome & Pearler hitting $2.5B invested
(01:07 ) Money wins
(02:00 ) How young Australians are investing: ETFs vs single stocks
(04:00 ) Transparency and gender split in Pearler’s community
(06:00 ) The top 10 Pearler investments revealed (#10 to #1)
(09:00 ) Ethical ETFs, ESG screens & Nick’s take
(15:00 ) Overlap explained
(20:00 ) DHHF, VDHG, and the most popular growth ETFs
(23:00 ) US exposure
(27:00 ) Wrapping up
Disclaimer
Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.
Natasha Etschmann is an Authorised Representative #1299881 of Guideway Financial Services Pty Ltd AFSL#420367. Read the FSG available from https://tashinvests.com/links
Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guide
If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.
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