Podcast Episode Details
Back to Podcast Episodes
How to Choose a Financial Advisor (The Process Revealed)⎥Ep. 2287
Episode 2287
Choosing a financial adviser can feel overwhelming – so how do you know who’s actually right for you?
In this episode, Ed and Andrew reveal a simple 5-step process that every Kiwi can use to find an adviser who fits their goals.
You’ll learn:
- How to decide which type of adviser you actually need
- The 5 steps to shortlist, check, and compare advisers
- The key details you must look for before booking a meeting
This episode provides a clear, practical framework for choosing the right adviser with confidence, enabling you to get the plan, advice, and follow-through you need.
In this episode we mentioned MoneyHub's list of financial advisers originally published by Mary Holm.
For more from Opes Partners:
- Sign up for the weekly Private Property newsletter
- Instagram
- TikTok
Published on 1 week, 5 days ago