Help! My Financial Advisers Are Saying Different Things (Conflicting Financial Advice) ⎜ Ep. 1209
Help! My Financial Advisers Are Saying Different Things (Conflicting Financial Advice) ⎜ Ep. 1209

Help! My Financial Advisers Are Saying Different Things (Conflicting Financial Advice) ⎜ Ep. 1209

KIDI

13 min
Business & Finance
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Description

<p>In this episode, we discuss what property investors should do if they are working with two financial advisers who are saying different things.&nbsp;</p> <p><br></p> <p>This includes a 4-step process that investors can walk through to come to a resolution: being clear on your goals; understanding the strategy each adviser recommends; getting your advisers in the same room; and understanding each of their financial motivations.&nbsp;</p> <p><br></p> <p>We wrap up the episode by mentioning that you can use the <a href="https://mywealthplan.opespartners.co.nz/">public version of our My Wealth Plan software</a> to calculate what your retirement is going to look like.</p>

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Help! My Financial Advisers Are Saying Different Things (Conflicting Financial Advice) ⎜ Ep. 1209 - Listen Free | WowFM