1. EachPod

219 the value of a financial adviser

Author
Glen James
Published
Wed 26 Jun 2024
Episode Link
https://shows.acast.com/retire-right/episodes/219

A question we often get in our community is whether or not financial advice is worth its cost, so in today's episode our guest Neil Rogan from Russell Investments joins Martin on the show to unpack the full value of an adviser’s services including:


πŸ‘‰ appropriate asset allocation

πŸ‘‰πŸΌ behavioural coaching

πŸ‘‰πŸ½ navigating choices and trade-offs

πŸ‘‰πŸΎ expertise

πŸ‘‰πŸΏ and tax-savvy planning and investing


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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 product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.


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