Ep 354: What to do if you are not ready for financial advice… yet episode artwork

EPISODE · Apr 29, 2025 · 35 MIN

Ep 354: What to do if you are not ready for financial advice… yet

from Investopoly · host Stuart Wemyss

New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart shares smart, practical steps for those who aren’t quite ready to pay for full financial advice—but still want to make smart money moves.He explains the difference between straightforward and complex financial decisions. Early in your wealth-building journey, most choices are straightforward if you educate yourself on the fundamentals and find a great professional mentor—like a savvy mortgage broker or accountant—to guide and reassure you.Stuart also gives real-world examples of how mentorship and basic strategic advice have helped clients successfully build property portfolios and secure financial freedom—without initially needing full-service advice.However, he warns that when financial complexity increases, or if you lack confidence in making investment decisions, it’s crucial to know when to bring in a qualified financial advisor.If you’re early in your journey and wondering how to move forward wisely without overpaying for advice, this episode is essential listening. Stuart offers clear, experience-backed guidance to help you stay on track while you build your foundation.My new book is available for pre-order now: Pre-ordering the book will help me get it into bookstores. So please do me a favour - please consider pre-ordering now - links and pre-order bonus are available here: https://prosolution.com.au/book-preorder-bonus Do you have a question for the podcast? Email us at [email protected]. If you're interested in working with our team and me, discover how we can work together here: https://prosolution.com.au/family-office-servicesIf this episode resonated with you, please leave a rating on your favourite podcast platform. Subscribe to my weekly blog: https://prosolution.com.au/stay-connected IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

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New Report: The Evidence-Based Approach to Investing in Property & Shares: download here. Read full blog here. In this episode, Stuart shares smart, practical steps for those who aren’t quite ready to pay for full financial advice—but still want to make smart money moves. He explains the difference between straightforward and complex financial decisions. Early in your wealth-building journey, most choices are straightforward if you educate yourself on the fundamentals and find a great p...

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Ep 354: What to do if you are not ready for financial advice… yet

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