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🧠 Financial advice, mortgage broking and accountants: getting expert advice on property



What's the difference between a mortgage broker and a financial adviser?

How do you pay a financial adviser and can they give advice on property?

What should I look for when choosing a mortgage broker?

Owen Rask, founder of Rask, and Chris Bates, mortgage broker and former financial adviser, explain how to find a trusted panel of experts, including a financial adviser and mortgage broker.

This is another 🧠 educational episode of The Australian Property Podcast.

On this episode of The Australian Property Podcast, Chris and Owen cover the following:

  • When to use a mortgage broker
  • Why you would use a broker and adviser, versus an accountant
  • How can they work together and who can provide advice
  • The cost of financial advice and mortgage broking
  • Where to find a good broker or adviser


Australian Property Podcast resources:


INFORMATION WARNING!

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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Published on 1 year, 9 months ago






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