#21: What Does Working With a Financial Adviser Actually Look Like? Strategies (Part 3/3) episode artwork

EPISODE · Feb 20, 2024 · 36 MIN

#21: What Does Working With a Financial Adviser Actually Look Like? Strategies (Part 3/3)

from The Dollars & Sense Podcast · host Tim Ellis & Brodie Haggerty

Send us Fan MailThis is the final episode of our three-part series on what it looks like working with a Financial Adviser. Following on from the theme of last week, this episode focuses on the key strategies we use when providing financial advice. This week we focus on confidence through investment management and certainty through risk management. If you have a question, suggestions, or a topic you would like us to cover, please send an email to: [email protected] More Dollars & Sense Content: Click HereListen to all The Dollars & Sense Podcasts: Click HereThe information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure 

Send us Fan Mail This is the final episode of our three-part series on what it looks like working with a Financial Adviser. Following on from the theme of last week, this episode focuses on the key strategies we use when providing financial advice. This week we focus on confidence through investment management and certainty through risk management. If you have a question, suggestions, or a topic you would like us to cover, please send an email to: [email protected] For More Dollars &a...

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#21: What Does Working With a Financial Adviser Actually Look Like? Strategies (Part 3/3)

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This episode was published on February 20, 2024.

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Send us Fan MailThis is the final episode of our three-part series on what it looks like working with a Financial Adviser. Following on from the theme of last week, this episode focuses on the key strategies we use when providing financial advice....

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