Episode 2/3 - How to select a good adviser that's right for you.
Description
In this episode, we explain the practical "how-to" steps of starting your search for an adviser that you'll be happy with forever.
No fluff here. Cold, hard things to investigate, to ensure you're not wasting your precious time.
Where to start and more importantly, the free tell-all research you can do before you even pick up the phone to make an appoitment.
We've got some sneaky things to look for when you show up at the office and some really telling questions to ask - and the answers you need to hear.
This is episode 2 of our 3 part series about how to pick a good financial adviser.
Episode 3 deals with what to expect when you engage a financial adviser/planner, what we think is fair and whether you're getting, what we think, is value for money.
This episode can be confronting for someone that's paying ten thousand dollars plus a year, in fees.
Also known around Netplan as "Why Nick doesn't get many Christmas cards from other planners:"
Insights from our lead financial adviser, Nick Bruining drawing on more than 35 years as a licensed financial planner.
Nick Bruining is one of Australia's best known and most respected financial advisers.
Nick Bruining is an authorised representative of a legally independent financial advice firm, NS Financial Pty Ltd, trading as netplan.com.au.
The information in this podcast is general advice and information and is not personal financial advice. Personal advice takes your specific information into account to prepare specific and detailed financial advice.
In this session we answered questions dealing with Enduring Powers Of Attorney, how much can a senior earn before paying tax, Aged Care RADs and heaps of Super Questions?
Enjoy
(and don't forget to rate and subscribe!)
websites mentioned:
netplan.com.au
moneysmart.gov.au
cifaa.asn.au
Published 11/13/24
We explore the benefits of using the empty bedrooms in your home to make tax-free income, where only a fraction might be assessable by Centrelink. That also means that when it comes time to sell, you won't be up for Capital Gains Tax.
Published 11/07/24