
BQ3: How do I get advice if I'm not rich?
The Meaningful Money Personal Finance Podcast
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The Differences Between Simplified Money and the Average Financial Advice Practice
I hesitate to call anything the sort of average financial advice practice, but clearly you saw that something needed to be done differently. So what is the difference then between simplified money and theaverage financial advice practice? Well, I would like to suggest that actually in terms of the outcome for the people that we speak to, the difference is very small. They walk away with a financial plan, a target, an objective, an understanding of what they need to do, and a portfolio that is aligned to what they need. We have technology that does all the risk profiling for us, does the basics of the suitability reporting. And then obviously we haven't had the same proportion, I think, as
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