Episode description

If you've ever wondered how a financial advisor actually works with a client (as we certainly have), then this episode will shed some more light on the process.

Equity Mates team member Emily very kindly agreed to take us behind the scenes and step through the process she went through with her financial advisor, Glen Hare.

In this episode we speak to both Emily and Glen about the financial advice process. We go step-by-step from the initial meeting to receiving the statement of advice with an aim of understanding how it actually works with a financial advisor.

We also unpack how Emily and her partner approached managing money and setting goals as a couple and where a financial advisor was able to help.

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Want to speak to Glen or another hand-picked financial advisor? Let us know a little about you by filling out this form

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing 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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Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

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