The Importance of Defining Sufficient Funds

When should you consider meeting with a financial adviser and what can you expect when you do? Friend of the show Cara Williams is a financial adviser at Sufficient Funds and she joins us on the show to help answer all your burning questions such as:

👉🏾 what do financial advisers actually do?

👉🏿 what's the process of getting advice?

👉🏻 who should see an adviser and when?

👉 is there anything you need to do to prepare for the first meeting?

👉🏼 what questions are worth asking an adviser?

👉🏽 is there a difference between a financial planner and financial adviser?

👉🏾 how do product recommendations work?

👉🏿 what do advisers wish all their clients knew?

👉🏻 do financial advisers need their own financial advisers?

👉 do you have to see an adviser ongoing or can you see them just once off?

Head to https://sufficientfunds.com.au to book a 15 min chat with the Sufficient Funds team.

Big thanks to our Thursday show partner Global X ETFs! Click here to learn more about their range of ETFs.

🛑 Please read our disclaimer + warnings before listening to this episode

🏡 Join the mmm facebook group

💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resources

my millennial money is produced by SYMO interactive

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