Mark Lamonica is the Director of Personal Finance at Morningstar Australia.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Mark, we're unpacking:

What opportunities Mark is seeing in the current market
How Mark has very clearly defined his investing goals
Investing for income and how Mark funds his lifestyle with his investments
Setting up an investment portfolio for the next 30 years
How Mark continues to upskill and learn as an investor

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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

With $2.5 billion under management, Viola Private Wealth provides tailored solutions for high-net-worth investors. Their boutique firm specialises in helping individuals and families navigate the complexities of wealth management with clarity and confidence.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

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Looking to start 2025 on the right foot?

Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

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Mark Lamonica - Investing for income to live the life you want today | Summer Series

Equity Mates Investing Podcast

Mark Lamonica - Investing for income to live the life you want today | Summer Series