How to Choose a Financial Adviser

2018-10-03

Trust in financial advisers is at an all-time low, and yet good quality financial advice can be the difference between a secure future and constant struggle. ----more---- In the latest episode of Your Wealth, host Gemma Dale speaks with SMSF guru Meg Heffron about the challenges of finding good quality advice and how to set yourself up for success. Neither Meg nor Gemma is a financial adviser, and they’ve had a wide variety of experiences. This frank discussion covers: What areas of their finances they s...

Trust in financial advisers is at an all-time low, and yet good quality financial advice can be the difference between a secure future and constant struggle.

----more----

In the latest episode of Your Wealth, host Gemma Dale speaks with SMSF guru Meg Heffron about the challenges of finding good quality advice and how to set yourself up for success. Neither Meg nor Gemma is a financial adviser, and they’ve had a wide variety of experiences. This frank discussion covers:

What areas of their finances they seek advice for, and which bits they do themselves,
Why Meg believes independence can be a myth,
How Gemma spotted poor advice and you can learn to do the same, and
What Meg values most from her adviser (hint: it’s not the return on her portfolio).

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean or at nabtrade.com.au/yourwealth.

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