203 Do you have a financial adviser or a portfolio manager?
Money Over 50

203 Do you have a financial adviser or a portfolio manager?

2021-09-23

The role of a portfolio/fund manager is purely to work money and get the best return. We believe a good financial adviser spends most of their time with clients discussing what is most important to them and personalising strategies based on a client's needs. For all listener questions/feedback or to book a meeting with us to discuss your plans, please contact the team at podcast@mo50.com.au.

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