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What is the Highest Quality Financial Planning Advice?
Season 1
Episode 35
Published 2 years, 8 months ago
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?