Welcome to Riches Talk! I’m your host, Jeffrey Liu. Today, we have the pleasure of speaking with Roger Perrett from Freshwater Wealth. With over 25 years of experience in financial advising, Roger is recognized as a Top50 Advisor by Financial Standard and has been quoted in leading publications like the Financial Review and Money Management. He’s based in Sydney and specializes in creating wealth for high-net-worth professionals aiming for a great retirement lifestyle.
Roger’s insights into the complexities of investing, government rules, and tax minimization will be invaluable today. Let’s dive into our conversation.
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Author Profile: Jeffrey Liu, JP, is the founder and principal adviser of Hippo Insurance (aka: Hippo Wealth), with a deep expertise in wealth protection. His extensive experience includes roles in the wealth management divisions of Westpac, ANZ, and a local multi-family office. As the host of “Riches Talk,” a podcast dedicated to cultivating personal and business growth, Jeffrey has established himself as a thought leader in developing life riches. His insights have been featured on SBS, The Australian, and Channel 7. Notably, he was a semi-finalist on Australia’s Got Talent in 2010. Learn more at http://www.hippoinsurance.com.au