๐ด๐๐ ๐ฆ๐๐ข ๐๐๐๐๐๐๐ ๐ก๐ ๐๐๐๐๐๐ ๐ ๐น๐๐๐๐๐๐๐๐ ๐ด๐๐ฃ๐๐ ๐๐? ๐๐๐๐, ๐กโ๐๐ ๐๐ ๐กโ๐ ๐๐๐๐ ๐๐๐ ๐๐๐ ๐ฆ๐๐ข.
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In this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, Teneale and Kelsey dive into a listener question and lift the veil on financial advice.
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Did you know that only 1 in 10 Australians seek advice on their financial matters? Engaging an adviser is a long-term relationship, so making sure you are comfortable with the individual, their qualifications and skills, and the firm is crucial.
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The ladies discuss what you need to consider when looking at engaging an adviser, what that adviser will need from you to provide advice, and what to expect in your meetings and the process more generally.
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All firms are slightly different so be sure to research your options.
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Alman Partners is CEFEX Accredited.
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Wealth Experience: Podcast - Alman Partners
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๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐,ย ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ ,ย ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
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๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.ย ย
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbaneย
AP Direct Invest - Alman Partnersย
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