SMSF Mate

Is it worth paying for a financial advisor or wealth manager?


Listen Later

Financial advice can be worth its weight in gold but there are some important considerations for anyone to consider before engaging a financial advisor or wealth manager to look after their finances or self-managed super fund. 

In this episode, Gareth, Ashwin and Sonny discuss the pros and cons of financial advice and some of the experiences that have had themselves.  Opportunity cost, objectivity and transparency are factors that seem to make a difference when receiving financial advice. 

You can read more on the SMSF Mate website here: https://www.smsfmate.com.au/financial-advisor/

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

SMSF MateBy SMSF Mate


More shows like SMSF Mate

View all
Property Investment Podcast Network by Momentum Media

Property Investment Podcast Network

19 Listeners

Dev Raga Personal Finance by Dev Raga

Dev Raga Personal Finance

5 Listeners

Aus Property Mastery with PK by PK Gupta

Aus Property Mastery with PK

2 Listeners

Australian Property Show by Tom Haigh - Property and Investing - powered by My Money Sorted

Australian Property Show

1 Listeners