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It's Anti-Poverty Week so Glen chats with financial counsellor Paul Jordan from UnitingWA about the difference between seeing a financial adviser vs a financial counsellor. They unpack:
👉🏻 an introduction to Paul and the trends he's seeing with people seeking financial counselling
👉 what is financial counselling? How does it differ to financial advice?
👉🏼 a success story of a client working with a financial counsellor
👉🏽 financial counselling and debt: helping people get out and stay out of debt without shame
Check out more about Uniting WA: https://unitingwa.org.au/services/financial-wellbeing/financial-counselling/
Watch this episode on Youtube: https://youtu.be/1l1xHcK2GgE
Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/store
money money money is proudly supported by Sphere Home Loans and Skye Wealth.
Need a mortgage broker? Check out https://www.spherehomeloans.com.au
Need to review your personal insurances? Head to https://skye.com.au
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 & 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.
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It's Anti-Poverty Week so Glen chats with financial counsellor Paul Jordan from UnitingWA about the difference between seeing a financial adviser vs a financial counsellor. They unpack:
👉🏻 an introduction to Paul and the trends he's seeing with people seeking financial counselling
👉 what is financial counselling? How does it differ to financial advice?
👉🏼 a success story of a client working with a financial counsellor
👉🏽 financial counselling and debt: helping people get out and stay out of debt without shame
Check out more about Uniting WA: https://unitingwa.org.au/services/financial-wellbeing/financial-counselling/
Watch this episode on Youtube: https://youtu.be/1l1xHcK2GgE
Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/store
money money money is proudly supported by Sphere Home Loans and Skye Wealth.
Need a mortgage broker? Check out https://www.spherehomeloans.com.au
Need to review your personal insurances? Head to https://skye.com.au
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 & 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.
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