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Wealth Experience
Alman Partners Pty Ltd
46 episodes
3 days ago
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Investing
Business
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All content for Wealth Experience is the property of Alman Partners Pty Ltd and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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Investing
Business
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Ep 28 - Lifting the Veil on Financial Advice
Wealth Experience
35 minutes 11 seconds
1 year ago
Ep 28 - Lifting the Veil on Financial Advice
๐ด๐‘Ÿ๐‘’ ๐‘ฆ๐‘œ๐‘ข ๐‘™๐‘œ๐‘œ๐‘˜๐‘–๐‘›๐‘” ๐‘ก๐‘œ ๐‘’๐‘›๐‘”๐‘Ž๐‘”๐‘’ ๐‘Ž ๐น๐‘–๐‘›๐‘Ž๐‘›๐‘๐‘–๐‘Ž๐‘™ ๐ด๐‘‘๐‘ฃ๐‘–๐‘ ๐‘’๐‘Ÿ? ๐‘Š๐‘’๐‘™๐‘™, ๐‘กโ„Ž๐‘–๐‘  ๐‘–๐‘  ๐‘กโ„Ž๐‘’ ๐‘’๐‘๐‘–๐‘ ๐‘œ๐‘‘๐‘’ ๐‘“๐‘œ๐‘Ÿ ๐‘ฆ๐‘œ๐‘ข. ย  In this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, Teneale and Kelsey dive into a listener question and lift the veil on financial advice. ย  Did you know that only 1 in 10 Australians seek advice on their financial matters? Engaging an adviser is a long-term relationship, so making sure you are comfortable with the individual, their qualifications and skills, and the firm is crucial. ย  The ladies discuss what you need to consider when looking at engaging an adviser, what that adviser will need from you to provide advice, and what to expect in your meetings and the process more generally. ย  All firms are slightly different so be sure to research your options. ย  Alman Partners is CEFEX Accredited. ย  ย  Wealth Experience: Podcast - Alman Partners ย  Find us on:ย  ๐—ฃ๐—ผ๐—ฑ๐—ฏ๐—ฒ๐—ฎ๐—ป, ๐—ฆ๐—ฝ๐—ผ๐˜๐—ถ๐—ณ๐˜†,ย ๐—”๐—บ๐—ฎ๐˜‡๐—ผ๐—ป ๐— ๐˜‚๐˜€๐—ถ๐—ฐ, ๐—ฃ๐—น๐—ฎ๐˜†๐—ฒ๐—ฟ๐—™๐— ,ย ๐—”๐—ฝ๐—ฝ๐—น๐—ฒ ๐—ฃ๐—ผ๐—ฑ๐—ฐ๐—ฎ๐˜€๐˜๐˜€ ย  ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, a podcast by expert financial advisory firm, ๐ด๐‘™๐‘š๐‘Ž๐‘› ๐‘ƒ๐‘Ž๐‘Ÿ๐‘ก๐‘›๐‘’๐‘Ÿ๐‘  ๐‘‡๐‘Ÿ๐‘ข๐‘’ ๐‘Š๐‘’๐‘Ž๐‘™๐‘กโ„Ž.ย ย  Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbaneย  AP Direct Invest - Alman Partnersย  ย  #wealthexperiencepodcast #almanpartners #truewealth #financialadvice #financialadviser
Wealth Experience