713b Q&A with a financial adviser (super benefits before 30 June, robo advice, shares as a couple, ongoing advice vs. once off + more)

money money money - Un p贸dcast de Glen James

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In today's Q&A, financial advisers Alex Luck and Scott Young from Everest Wealth join Glen on the show to answer your questions around:馃憠馃徎 when to see a financial adviser馃憠 how to choose a financial adviser馃憠馃徏 how the fee structure works馃憠馃徑 what鈥檚 a robo adviser and who would it benefit?馃憠馃従 benefits of topping up super before the tax changes at 1 July馃憠馃徔 when NOT to contribute extra to super馃憠馃徎 buying shares as a couple馃憠 one off vs continuing advice馃憠馃徏 what is child cover?馃憠馃徑 how to break up with your adviserWant to chat to Everest Wealth team? Get in touch here: https://everestwealthgroup.com.auThanks to Skye Wealth for supporting our Thursday show! Connect with the team hereWe hate email spam so we don鈥檛 create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.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 (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO interactive Pty Ltd trading as this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

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