
Sign up to save your podcasts
Or


Watch episode on youtube: https://youtu.be/gz54X9j9kDE
Published September 2024. Andrew McKimmie of Mancell Financial Group joins this episode of "What's the Risk" to discuss how he recently helped a client who was medically disabled and running out of the money she was living on after a disability payment. There was a risk she'd soon be unable to pay her mortgage.
Her neighbour offered some free advice, firstly that she shouldn't see an adviser because it would cost money, and not to take money from superannuation because she'd pay tax.
So what would she do and how could Andrew help?
Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/
www.mfg.com.au
Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253.
Hosted on Acast. See acast.com/privacy for more information.
By Mancell Financial GroupWatch episode on youtube: https://youtu.be/gz54X9j9kDE
Published September 2024. Andrew McKimmie of Mancell Financial Group joins this episode of "What's the Risk" to discuss how he recently helped a client who was medically disabled and running out of the money she was living on after a disability payment. There was a risk she'd soon be unable to pay her mortgage.
Her neighbour offered some free advice, firstly that she shouldn't see an adviser because it would cost money, and not to take money from superannuation because she'd pay tax.
So what would she do and how could Andrew help?
Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/
www.mfg.com.au
Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253.
Hosted on Acast. See acast.com/privacy for more information.

8 Listeners

91 Listeners

46 Listeners

5 Listeners

18 Listeners

55 Listeners

13 Listeners

63 Listeners

19 Listeners

9 Listeners

24 Listeners

30 Listeners

5 Listeners

32 Listeners

8 Listeners