In todays episode, certified financial planner Paul Benson from Guidance Financial Services reveals his ultimate checklist - what he wants every client to think about before attending their meeting with a financial planner. 

We discuss how to prepare for your meeting, what questions you need to ask yourself first AND what you should be asking your planner. 

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Get in touch with Bec here: [email protected]

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@Primetimepod on Instagram

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@epicretirement on Instagram 

Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here

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Visit Bec’s website at epicretirement.com.au to learn more about her work.

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