Ep 28 - Lifting the Veil on Financial Advice

2024-07-26

𝐴𝑟𝑒 𝑦𝑜𝑢 𝑙𝑜𝑜𝑘𝑖𝑛𝑔 𝑡𝑜 𝑒𝑛𝑔𝑎𝑔𝑒 𝑎 𝐹𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝐴𝑑𝑣𝑖𝑠𝑒𝑟? 𝑊𝑒𝑙𝑙, 𝑡ℎ𝑖𝑠 𝑖𝑠 𝑡ℎ𝑒 𝑒𝑝𝑖𝑠𝑜𝑑𝑒 𝑓𝑜𝑟 𝑦𝑜𝑢. In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Teneale and Kelsey dive into a listener question and lift the veil on financial advice. Did you know that only 1 in 10 Australians seek advice on their financial matters? Engaging an adviser is a long-term relationship, so making sure you are comfortable with the individual, their qualifications and skills, and the firm is crucial. The ladies disc...

𝐴𝑟𝑒 𝑦𝑜𝑢 𝑙𝑜𝑜𝑘𝑖𝑛𝑔 𝑡𝑜 𝑒𝑛𝑔𝑎𝑔𝑒 𝑎 𝐹𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝐴𝑑𝑣𝑖𝑠𝑒𝑟? 𝑊𝑒𝑙𝑙, 𝑡ℎ𝑖𝑠 𝑖𝑠 𝑡ℎ𝑒 𝑒𝑝𝑖𝑠𝑜𝑑𝑒 𝑓𝑜𝑟 𝑦𝑜𝑢.

In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Teneale and Kelsey dive into a listener question and lift the veil on financial advice.

Did you know that only 1 in 10 Australians seek advice on their financial matters? Engaging an adviser is a long-term relationship, so making sure you are comfortable with the individual, their qualifications and skills, and the firm is crucial.

The ladies discuss what you need to consider when looking at engaging an adviser, what that adviser will need from you to provide advice, and what to expect in your meetings and the process more generally.

All firms are slightly different so be sure to research your options.

Alman Partners is CEFEX Accredited.

Wealth Experience: Podcast - Alman Partners

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