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Episode description
Chris Bates started his career as a Financial Adviser in the UK back in 2007. After four years working with High Net Worth Investors, he returned to Australia to work with young families and since 2012 his clients have only been young families in their 30s and 40s. In 2014, Chris started Wealthful with a plan to change the way young Australians take action with Financial Advice that incorporates Property and Mortgage Broking. In this episode, Felicity and Candice talk to Chris about the value of a great Mortgage Broker, what you should be looking for when engaging a professional, and his thoughts on the wider property climate. Chris has his own podcast, The Elephant in the Room, and you can find out more about him at Wealthful.
Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.
Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Talk Money To Me is a product of Equity Mates Media.
All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial service professionals. It is not intended as a substitute for professional finance, legal or tax advice.
The hosts of Talk Money To Me are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.
Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.
Do not take financial advice from a podcast.
For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.
In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
Talk Money To Me is part of the Acast Creator Network.
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