1. EachPod

420 what a financial adviser does and the cost + tools for portfolio building (Q&A with Vince Scully) part 1

Author
Dev Raga
Published
Tue 28 May 2024
Episode Link
https://shows.acast.com/my-millennial-money-medical/episodes/420-what-a-financial-adviser-does-and-the-cost-tools-for-por

In today’s episode Dev interviews Vince Scully, touching on:


πŸ‘‰πŸΎ what is Life Sherpa

πŸ‘‰πŸΏ why is financial advice expensive in Australia?

πŸ‘‰πŸ» why are people skeptical about financial advisers in general?

πŸ‘‰ how is Life Sherpa different from traditional financial advice?

πŸ‘‰πŸΌ questions about portfolio construction

πŸ‘‰πŸ½ is there a one-size-fits-all all portfolio?

πŸ‘‰πŸΎ case scenarios



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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

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. The host of this podcast is an authorised representative of Money Sherpa PTY LTD, which holds financial services license 451289. To download the financial services guide, please visit: https://moneymoneymoney.squarespace.com/s/FSG-Dev-Raga-Personal-Finance-August-2025.pdf


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