What to Expect When Meeting a Financial Advisor

She's On The Money

Do you need to be a multi-millionaire to get financial advice? Absolutely not! And to tell you why, Victoria is joined by friend of the show, financial advisor and Chief Operating Officer from Everest Wealth, Daisy Magor. On today's episode they share practical tips on what financial advice actually looks like, how it's structured, what you can expect when you speak to a professional and so much more!

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Acknowledgement of Country By Natarsha Bamblett aka Queen Acknowledgements.

The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.

See omnystudio.com/listener for privacy information.

פרקים

1. What to Expect When Meeting a Financial Advisor (00:00:00)

2. Mid-Roll (00:14:53)