What is the Highest Quality Financial Planning Advice? - podcast episode cover

What is the Highest Quality Financial Planning Advice?

Jul 25, 202340 minSeason 1Ep. 35
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Episode description

How do you know you’re getting the highest quality financial planning advice?

I recently asked my social media followers and blog readers what financial topics you would like me to talk about, and we got an overwhelming number of responses – so thank you!

We got a few questions about what is the highest quality financial planning advice and about our services and why we do them the way we do. 

The key thing is – we want you to have the life you want and to make you as wealthy as possible in the long-term.

In my latest podcast episode, you’ll learn the in-depth way we work with our clients, and how we structure our financial planning services.

Listen to find out:

  • Why is a written Financial Plan most effective for you?
  • When should you get your Financial Plan?
  • What are the fees we charge for a Financial Plan? 
  • How does the “interactive” Financial Plan process work?
  • Benefits of fee-for-service financial planning.
  • Difference between fee-only & fee-for-service.
  • Why we only offer Financial Plans and Full Service.
  • What is the Highest Quality Financial Planning Advice?
  • 3 Key Principles for being unbiased when you’re looking after investments.
  • How have our portfolio managers performed?
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