January 29, 2023

Luke on 2CC – How does financial planning work?

18 minutes

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in The Money Show which aired on Friday 27 January 2022. This weeks topic is: What is the financial planning process and how does it work? Many Australians haven never sought the advice of a financial planner. So if you do decide to go and seek personal advice, what should you expect?

Key topics covered include:

Don’t be afraid to seek advice

Come to the meeting with your objectives or an idea of what you’d like to achieve (including with your partner)

Bring your financial information along

Think about your timeframes too, e.g. if you’re retiring from work or would like to

Financial advice should be provided to you in writing

Make sure you understand the advice, ask questions

What happens after the first meeting?

How does the cost of financial planning work?

Luke share’s his top tips about seeking financial advice for yourself

https://www.envisionfinancial.com.au/wp-content/uploads/2023/01/The-Strategy-Stacker-Luke-Talks-Money-27012023.mp3

Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’

Do you need financial advice to help you reach your goals?

Making financial decisions by yourself can be complex, especially with changing rules with super and retirement. Seek advice if you need help.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals. Make an appointment to confidentially discuss investment, super, insurance and/or retirement planning. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.

Luke will return to talk about financial planning on 2CC next Friday. You can also catch up with The Strategy Stacker – Luke Talks Money podcasts on our website too.

We look forward to your company again and sharing more news about the book that’s coming 1 March 2023 – Smart Money Strategy – Your Ultimate Guide to Financial Planning. Visit thestrategystacker.com.au to find out more or click here.

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By Luke Smith