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:
๐๐พ what do financial advisers actually do?
๐๐ฟ what's the process of getting advice?
๐๐ป who should see an adviser and when?
๐ is there anything you need to do to prepare for the first meeting?
๐๐ผ what questions are worth asking an adviser?
๐๐ฝ is there a difference between a financial planner and financial adviser?
๐๐พ how do product recommendations work?
๐๐ฟ what do advisers wish all their clients knew?
๐๐ป do financial advisers need their own financial advisers?
๐ 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.
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