Welcome back to another episode of the 360 Money Matters Podcast!
In this episode, we'll demystify what a financial adviser does and discuss the process of getting advice, which involves an initial clarity call to discuss your circumstances. We'll also delve into the importance of seeking financial advice during changing circumstances and dispel myths about its value. At the end of the day, a good financial plan begins with cash flow management but ultimately should align with your unique goals.
So, if you're looking to make better decisions with your money, consider reaching out to a financial advisor and starting the conversation today. Thanks for tuning in, and we'll catch you on the next episode of the 360 Money Matters podcast.
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This podcast contains information that is general in nature. It does not take into account the objectives, financial situation, or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. This information is provided by Billy Amiridis & Andrew Nicolaou of 360 Financial Strategists Pty Ltd, authorized representatives and credit representatives of AMP Financial Planning – AFSL 232706
Episode Highlights
What financial advisors do
The process of getting financial advice
Importance of seeking financial advice during changing circumstances
Cost barriers to seeking financial advice
Dispelling myths about the value of financial advice
Cash flow management as the beginning of a good financial plan
Importance of aligning the financial plan with the client's unique goals
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