EP 15: Who is on your financial dream team?

Send us Fan MailWhat is the role of a financial adviser? How does that compare to an accountant or a mortgage broker? And when is it the right time to engage a financial adviser? This week Steve and Josh are talking about building your financial dream team.This episode covers:[0.05] Disclaimer[1.30] The role of a financial adviser[5.00] When is the right time to engage an adviser?[9:40] Difference between advisers and accountants[14:45] The role of a mortgage broker[18.00] Other members of the dream team, including buyers agents and lawyers.Book a 15 Minute Call with Josh: https://calendly.com/linkwealthgroup-joshBook a 15 Minute Call with Steve: https://calendly.com/steve-lwg/15-min-clarity-callJosh's TikTok: https://www.tiktok.com/@joshleefinadvSteve's TikTok: https://www.tiktok.com/@stevesloanefinadviserSign up to Steve’s newsletter: https://www.linkwealth.com.au/newsletterOur Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg ---- General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.----Want to find an Adviser that suits your financial needs:https://www.linkwealth.com.au/Get in touch with Josh: https://www.linkwealth.com.au/josh-lee-link Get in touch with Billy:https://www.linkwealth.com.au/billy-norman-linkJosh's TikTok:  https://www.tiktok.com/@joshleefinadv Billy's TikTok:  https://www.tiktok.com/@billynormanfp    Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified   Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide ----    General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.