Dylan Pargiter-Green is a Director and Financial Advisor at Bold Wealth. He specialises in helping older Australians prepare for retirement.

While we are still (sadly) a few years (decades) away from retirement, we wanted to ask Dylan the common mistakes he sees in his older clients that we can take steps to avoid today. We also wanted to discuss some of the big life milestones to come - settling down with a partner, having kids, navigating the cost of education, preparing for retirement - and how we can best prepare for them today.

If you would like to speak to Dylan, fill out the form on our website and we'll put you in touch.

Want to get involved?

Have a question? Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group

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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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Ask an Adviser: Dylan Pargiter-Green - When can I retire, is private school worth it & screwing up in your 30s

Equity Mates Investing Podcast

Ask an Adviser: Dylan Pargiter-Green - When can I retire, is private school worth it & screwing up in your 30s