Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 31 July 2026 with 2CC’s Leon Delaney. The topic is: What is a conservative investor? In this episode Luke takes a deep dive into the type of investor you might be.
Thank you for joining us live on 2CC, YouTube, Spotify or your favourite podcast streaming service for ‘The Strategy Stacker – Luke Talks Money’.
Key topics covered include:
- What type of investor are you?
- Luke gives an example using a recent client experience about the kind of investor they thought they were.
- What is a conservative investor?
- Your belief system you have will influence the kind of investor you are.
- The movement in an investment portfolio will have an impact on most people and the investment decisions they make.
- Diversifcation is still important.
- What types of assets are less risky?
- How does the label of conservative investor sit with you?
- Should I become more conservative if I’m approaching retirement or getting older?
- Luke shares his key points to consider if you’re a conservative investor.
Our podcast is also available on Apple Podcasts, Spotify and YouTube – ‘The Strategy Stacker – Luke Talks Money’
Have you thought about the kind of investor you are an what’s in your investment portfolio or super?
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement (including transition to retirement). Simply make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your own goals and situation.
Luke will return to 2CC to talk about other ‘Money Matters’ next week, we hope you can join us. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.
We look forward to your company again. Luke’s book Smart Money Strategy is out now. 
