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The truth about financial advice

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Manage episode 423035476 series 2948234
Content provided by podcast@moneymag.com.au and Money Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by podcast@moneymag.com.au and Money Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

Listen on Apple Podcasts

Listen on Google Podcasts

Listen on Spotify

Money Website

YouTube Podcast Playlist

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.

  continue reading

170 episodes

Artwork
iconShare
 
Manage episode 423035476 series 2948234
Content provided by podcast@moneymag.com.au and Money Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by podcast@moneymag.com.au and Money Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

Listen on Apple Podcasts

Listen on Google Podcasts

Listen on Spotify

Money Website

YouTube Podcast Playlist

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.

  continue reading

170 episodes

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