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Aug 17, 2023 13 min

Bruce Chats 6 Questions To Ask

from Canny View Podcast

Choosing your financial guide is one of the most important decisions you’ll ever make - it can make a profound difference in life's trajectory. And in this podcast, we have Bruce Jenks discussing the six questions you should ask when you meet a prospective adviser. Read the article on: https://www.stewartgroup.co.nz/we-love-to-write/the-6-questions-to-ask-when-choosing-who-manages-your-money The Adviser talk is also available on Spotify and Apple Podcast. Bruce Jenks (AIF, J.P.) is a Financial Adviser at Stewart Group and the Director of Stewart Group Trustee Companies, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. The information provided, or any opinions expressed in this article, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz Canny View Podcast is available on all major streaming platforms, including Spotify and Apple Music. The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

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