What is the role of a financial adviser? How does that compare to an accountant or a mortgage broker? And when is it the right time to engage a financial adviser? This week Steve and Josh are talking about building your financial dream team.
This episode covers:
[0.05] Disclaimer
[1.30] The role of a financial adviser
[5.00] When is the right time to engage an adviser?
[9:40] Difference between advisers and accountants
[14:45] The role of a mortgage broker
[18.00] Other members of the dream team, including buyers agents and lawyers.
Book a 15 Minute Call with Josh: https://calendly.com/linkwealthgroup-josh
Book a 15 Minute Call with Steve: https://calendly.com/steve-lwg/15-min-clarity-call
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Steve's TikTok: https://www.tiktok.com/@stevesloanefinadviser
Sign up to Steve’s newsletter: https://www.linkwealth.com.au/newsletter
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.
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Want to find a Adviser that suits your financial needs:
https://www.linkwealth.com.au/
Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp
Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide
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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.
