713b Q&A with a financial adviser (super benefits before 30 June, robo advice, shares as a couple, ongoing advice vs. once off + more)
Listen now
Description
In today's Q&A, financial advisers Alex Luck and Scott Young from Everest Wealth join Glen on the show to answer your questions around: πŸ‘‰πŸ» when to see a financial adviser πŸ‘‰ how to choose a financial adviser πŸ‘‰πŸΌ how the fee structure works πŸ‘‰πŸ½ what’s a robo adviser and who would it benefit? πŸ‘‰πŸΎ benefits of topping up super before the tax changes at 1 July πŸ‘‰πŸΏ when NOT to contribute extra to super πŸ‘‰πŸ» buying shares as a couple πŸ‘‰ one off vs continuing advice πŸ‘‰πŸΌ what is child cover? πŸ‘‰πŸ½ how to break up with your adviser Want to chat to Everest Wealth team? Get in touch here: https://everestwealthgroup.com.au Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need. To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here. Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO interactive Pty Ltd trading as this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
More Episodes
In today's episode Glen lifts the curtain on this is money and answers your questions about the business and recent rebrand. If you want to hear part 1 about our rebrand take a listen to episode 717b! We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable...
Published 04/25/24
After 6 years as my millennial money, we've rebranded to this is money! Today we chat about the creation of our fresh look and name with special guests Shell from this is work and branding expert Jason Knight. Our brand was designed by Ask Jason Knight. To learn how he made our brand,Β click here:...
Published 04/24/24
Published 04/24/24