Ever wondered what the first meeting with a financial adviser is like? Listen in. Blake and Jas, listeners of the show, had their first chat with James Millard, one of the advisers on the m3 panel, and director at Sufficient Funds (http://www.sufficientfunds.com.au/). This first meeting touches on:
👉🏾their money goals individually and as a couple
👉🏼the money system they use
👉their first home and some ideas for renos
👉🏾plans for kiddies
👉🏻personal insurances
👉🏽travel fun
👉dreams for the future
Get $20 off The Glen James Spending Plan using the code "moneyz". Link to course below!
For podcast resources, links to our stuff, disclaimers & warnings about this episode + more... check out: https://www.sortyourmoneyout.com/shownotes
🛑 This podcast is for education and entertainment purposes. It is not intended as a substitute for professional financial, tax or legal advice. Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement and obtain appropriate financial advice tailored to your needs. We may discuss products, services and answer listener questions on this video for entertainment & illustration purposes only. We may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies that may be communicated in this podcast. SYMO interactive Pty Ltd, the publisher of the podcast, is an authorised representative of MoneySherpa Pty Ltd which holds financial services licence 451289. Please read our Financial Services Guide located at sortyourmoneyout.com. This podcast is intended for residents of Australia.
We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.