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:
ππΎ what do financial advisers actually do?
ππΏ what's the process of getting advice?
ππ» who should see an adviser and when?
π is there anything you need to do to prepare for the first meeting?
ππΌ what questions are worth asking an adviser?
ππ½ is there a difference between a financial planner and financial adviser?
ππΎ how do product recommendations work?
ππΏ what do advisers wish all their clients knew?
ππ» do financial advisers need their own financial advisers?
π 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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