1. EachPod

The Bank vs. Financial Adviser Debate: What's Best for Your Property Investment Goals? ⎜ Ep. 1230

Author
Opes Partners
Published
Mon 23 Jan 2023
Episode Link
https://podcasters.spotify.com/pod/show/propertyacademy/episodes/The-Bank-vs--Financial-Adviser-Debate-Whats-Best-for-Your-Property-Investment-Goals---Ep--1230-e1tj5r2

In this episode, we discuss whether you should go to a bank or a financial adviser when trying to figure out your property investment goals. 




We discuss a case study of a listener of the show – Wade – and his experience when he went into a bank at Ashburton to discuss what he should do to grow a portfolio. 




We also go through the differences between working with a bank and a mortgage adviser and the differences between a mortgage adviser and a financial adviser. 




We also mention that if you're looking for a good mortgage broker, you might like to check out our sister-company, Catalyst Financial. Click the link to view their website. 

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