Mo Money

#327 How to choose an adviser that will make you money


Listen Later

In this episode of the podcast, we talk about how to choose an advisor that will make you money and save you tax. This is a speed version this week, we try to keep it pretty snappy but give you the things that you need to know to find someone that can help you at tax time, this tax time and for the tax times ahead. But also when you are thinking about working with someone, give you the key questions that you need to ask and answer to give you the confidence to pull the trigger so that you can start getting results sooner.

Want to make smarter money moves and get ahead faster?

Upcoming events: https://www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697

Learn more about Pivot Wealth: https://pivotwealth.com.au/

Check out Ben's book, Get Unstuck: https://www.getunstuckbook.com.au/

Check us out on socials:

TikTok: https://www.tiktok.com/@bentalksmoney

Instagram: https://www.instagram.com/pivotwealth/

Youtube: https://www.youtube.com/c/BenNashPivot

Facebook: https://www.facebook.com/pivotwealth/

Chat about how Pivot Wealth can help with your money: https://calendly.com/pivot-new-clients/intro-chat-w-pivot-wealth

Note: The advice shared on this podcast is general in nature and does not consider your individual circumstances. The podcast 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, and TMD and obtain appropriate financial advice tailored towards your needs. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055

...more
View all episodesView all episodes
Download on the App Store

Mo MoneyBy Ben Nash

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings


More shows like Mo Money

View all
The Property Couch by Bryce Holdaway & Ben Kingsley

The Property Couch

61 Listeners

The Money Puzzle by The Australian

The Money Puzzle

43 Listeners

Investopoly by Stuart Wemyss & Campbell Wallace

Investopoly

15 Listeners

money money money by Glen James

money money money

50 Listeners

Property Investment & Wealth Creation Australia | The Michael Yardney Podcast by Michael Yardney; Australia's authority in wealth creation thru property

Property Investment & Wealth Creation Australia | The Michael Yardney Podcast

29 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

64 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

21 Listeners

Australian Finance Podcast by Rask

Australian Finance Podcast

26 Listeners

this is property by John Pidgeon & Rachelle Kroon

this is property

8 Listeners

Get Started Investing by Equity Mates Media

Get Started Investing

23 Listeners

Retire Right by Glen James

Retire Right

36 Listeners

Get Rich Slow Club by Ana Kresina & Natasha Etschmann

Get Rich Slow Club

12 Listeners

Australian Property Podcast by Rask

Australian Property Podcast

7 Listeners

Money Mentor Podcast by Graeme Holm

Money Mentor Podcast

19 Listeners

Aussie FIRE | Financial Independence Retire Early by Hayden Smith & Dave Gow

Aussie FIRE | Financial Independence Retire Early

10 Listeners