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Money Over 50

Money Over 50

Business:Investing

126 Tax planning for show, behavioural advice for dough

126 Tax planning for show, behavioural advice for dough

2020-12-31
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It's easy to think that financial advisers only crunch numbers to come up with a complex financial plan suited for their clients. In reality, a large part of being a financial adviser is the behavioural advising side. It's all well and good to be able to write up a technical plan for a client, but if we aren't able to remove bad habits and develop good ones, there will be no point providing the client with the plan. For all listener questions/feedback, please contact the team at podcast@mo50.com.au

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