Choosing your financial guide is one of the most important decisions you’ll ever make - it can make a profound difference in life's trajectory.
And in this podcast, we have Bruce Jenks discussing the six questions you should ask when you meet a prospective adviser.
Read the article on: https://www.stewartgroup.co.nz/we-love-to-write/the-6-questions-to-ask-when-choosing-who-manages-your-money
The Adviser talk is also available on Spotify and Apple Podcast.
- Bruce Jenks (AIF, J.P.) is a Financial Adviser at Stewart Group and the Director of Stewart Group Trustee Companies, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions.
- The information provided, or any opinions expressed in this article, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz
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