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WTF does a financial adviser actually do? - #117

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Manage episode 279713625 series 2837698
Content provided by Franko Ali. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Franko Ali 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.

If you want to get better at something, it makes sense to learn from the experts. This is as true about learning to play the piano, as it is with managing your money.

As you'll find out, financial advice isn't just something reserved for the wealthiest 1%.

On this episode of the Pocket Money podcast, we are joined by Charlie Viola, an award-winning financial adviser and Partner for Wealth Management at Pitcher Partners in Sydney. Charlie really knows this stuff in and out.

We discuss what financial advisers really do, how to decide when you should speak with one, plus what to expect when you meet, and how much it all costs. We also learn Charlie’s perspective on what high-net-worth individuals do with their money, some insight on investing, and more great insight.

Full show notes and transcript at https://www.finder.com.au/podcast

  continue reading

53 episodes

Artwork
iconShare
 
Manage episode 279713625 series 2837698
Content provided by Franko Ali. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Franko Ali 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.

If you want to get better at something, it makes sense to learn from the experts. This is as true about learning to play the piano, as it is with managing your money.

As you'll find out, financial advice isn't just something reserved for the wealthiest 1%.

On this episode of the Pocket Money podcast, we are joined by Charlie Viola, an award-winning financial adviser and Partner for Wealth Management at Pitcher Partners in Sydney. Charlie really knows this stuff in and out.

We discuss what financial advisers really do, how to decide when you should speak with one, plus what to expect when you meet, and how much it all costs. We also learn Charlie’s perspective on what high-net-worth individuals do with their money, some insight on investing, and more great insight.

Full show notes and transcript at https://www.finder.com.au/podcast

  continue reading

53 episodes

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