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219 the value of a financial adviser

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Conteúdo fornecido por this is money and This is money. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por this is money and This is money ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

A question we often get in our community is whether or not financial advice is worth its cost, so in today's episode our guest Neil Rogan from Russell Investments joins Martin on the show to unpack the full value of an adviser’s services including:


👉 appropriate asset allocation

👉🏼 behavioural coaching

👉🏽 navigating choices and trade-offs

👉🏾 expertise

👉🏿 and tax-savvy planning and investing


If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright


To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

33 episódios

Artwork
iconCompartilhar
 
Manage episode 425813600 series 3530837
Conteúdo fornecido por this is money and This is money. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por this is money and This is money ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

A question we often get in our community is whether or not financial advice is worth its cost, so in today's episode our guest Neil Rogan from Russell Investments joins Martin on the show to unpack the full value of an adviser’s services including:


👉 appropriate asset allocation

👉🏼 behavioural coaching

👉🏽 navigating choices and trade-offs

👉🏾 expertise

👉🏿 and tax-savvy planning and investing


If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright


To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

33 episódios

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