If you’ve seen, heard, or read any financial content, you’ve probably stumbled across this phrase: “speak to a financial adviser.” Usually, it comes from content creators who don’t want to mislead their audience, or appear to provide recommendations. While one of our co-hosts is licensed to give financial advice, you’ll hear it plenty on this show as well. The reasons behind it are understandable – generalised content doesn’t account for specific circumstances, and shouldn’t be construed as advice.

But, real talk: do most people need a financial adviser? Do they offer genuine value to would-be and current investors? Or do content creators simply mention them to cover themselves?

To answer this question, Natasha Etschmann (Tash Invests) and Ana Kresina (Head of Product & Community at Pearler) sit down with Deline Jacovides, the founder of financial advisory group Mazi Wealth. In this episode, Deline, Tash, and Ana discuss when to seek a financial adviser, and how to find one. They also explore how to ensure your financial adviser is qualified, and what questions to ask for the best results.

@tashinvests
@anakresina
@getrichslowclub
@pearlerhq
Get Rich Slow Club
Pearler
YouTube

Disclaimer
Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.

Natasha Etschmann is an Authorised Representative 1299881 of Guideway Financial Services Pty Ltd AFSL 420367. Read the FSG available from https://tashinvests.com/links

Pearler is an Authorised Representative 1281540 of Sanlam Private Wealth Pty Ltd AFSL 337927. Read the FSG available from https://pearler.com/financial-services-guide

If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.

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

Creator Interview: Chip Zdarsky