Ep199 All Your Finance Needs (not), with Andrew Barrett

<p data-pm-slice="1 1 []">I know her personally, we were part of a business group a few years ago.</p> <p>Having gotten far more focussed and proactive with my overall financial goals and position in recent years, I asked this Financial Planner to come over and help us plan our finances.</p> <p>We prepared a lot, laid it all out - mortgage situation, credit, assets, a business, a family trust, a farming partnership, superannuation (401k), insurances, cash position, investments.....it was all there.</p> <p> </p> <p>I wanted the Financial Planner to help challenge and refine our Financial Plans.</p> <p>I was confused when she kept suggesting that we really should buy more shares, and certainly move our insurances somewhere else. I just wanted a few hours of planning help I would gladly pay for.</p> <p>She left saying she would send some info, and I actually didn't hear from her.</p> <p> </p> <p>It turns out the Financial Planner isn't interested in helping people with their financial planning, but to push them towards products and services for which they get a commission.</p> <p>Call me naive, I was still surprised. And I didn't get what I wanted.</p> <p>So I laughed when today's email said 'We've got solutions for all your finance needs' - EXCEPT THE ACTUAL PLANNING PART OF FINANCIAL PLANNING.</p>