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The truth about financial advice
Manage episode 423024369 series 2948292
Forget confusing financial jargon and feeling lost in a sea of investment options!
Is a financial advisor the missing piece to your financial puzzle, or is that an unnecessary cost?
This week on the Friends With Money podcast, Money's Michelle Baltazar is joined by Financial Advisor Jeremy Lack from TelstraSuper as they debunk the myths about seeking simple solutions to financial planning.
Tune in to find out:
- The hidden benefits of financial advice (beyond just investments and taxes)
- The ideal times in life to seek professional guidance
- Top tips for keeping your financial plan on track
- What to expect when it comes to the cost of financial advice
#friendswithmoney #michellebaltazar #jeremylack #financialadvice
Email Us: podcast@moneymag.com.au
Disclaimer:
JJeremy Lack is a financial adviser with Telstra Super Financial Planning Pty Ltd ABN 74 097 777 725 AFS Licence No. 218705. TelstraSuper Financial Planning provides financial advice service to members of TelstraSuper ABN 85 502 108 833. Telstra Super Pty Ltd ABN 86 007 422 522 is the trustee of TelstraSuper and wholly owns TelstraSuper Financial Planning. Advice that Jeremy gives is of a general nature and does not take into account the particular circumstances or needs of any specific person and because of that, you should consider your own circumstances before acting on any advice . If you are considering acquiring a financial product from TelstraSuper you should read the relevant product disclosure statement and target market determination before making a decision which are available at www.telstrasuper.com.au. The financial services guide for TelstraSuper Financial Planning is available at www.telstrasuper.com.au
See omnystudio.com/listener for privacy information.
185 에피소드
Manage episode 423024369 series 2948292
Forget confusing financial jargon and feeling lost in a sea of investment options!
Is a financial advisor the missing piece to your financial puzzle, or is that an unnecessary cost?
This week on the Friends With Money podcast, Money's Michelle Baltazar is joined by Financial Advisor Jeremy Lack from TelstraSuper as they debunk the myths about seeking simple solutions to financial planning.
Tune in to find out:
- The hidden benefits of financial advice (beyond just investments and taxes)
- The ideal times in life to seek professional guidance
- Top tips for keeping your financial plan on track
- What to expect when it comes to the cost of financial advice
#friendswithmoney #michellebaltazar #jeremylack #financialadvice
Email Us: podcast@moneymag.com.au
Disclaimer:
JJeremy Lack is a financial adviser with Telstra Super Financial Planning Pty Ltd ABN 74 097 777 725 AFS Licence No. 218705. TelstraSuper Financial Planning provides financial advice service to members of TelstraSuper ABN 85 502 108 833. Telstra Super Pty Ltd ABN 86 007 422 522 is the trustee of TelstraSuper and wholly owns TelstraSuper Financial Planning. Advice that Jeremy gives is of a general nature and does not take into account the particular circumstances or needs of any specific person and because of that, you should consider your own circumstances before acting on any advice . If you are considering acquiring a financial product from TelstraSuper you should read the relevant product disclosure statement and target market determination before making a decision which are available at www.telstrasuper.com.au. The financial services guide for TelstraSuper Financial Planning is available at www.telstrasuper.com.au
See omnystudio.com/listener for privacy information.
185 에피소드
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