219 the value of a financial adviser - podcast episode cover

219 the value of a financial adviser

Jun 26, 2024โ€ข42 min
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Episode description

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 adviserโ€™s services including:


๐Ÿ‘‰ appropriate asset allocation

๐Ÿ‘‰๐Ÿผ behavioural coaching

๐Ÿ‘‰๐Ÿฝ navigating choices and trade-offs

๐Ÿ‘‰๐Ÿพ expertise

๐Ÿ‘‰๐Ÿฟ and tax-savvy planning and investing


If youโ€™d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


๐Ÿก Join the retire right facebook group: https://www.facebook.com/groups/retireright


To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


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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