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EPISODE · Mar 3, 2026 · 39 MIN

Understanding the Role of a Financial Planner

from Crown Money - Halve Your Home Loan · host Jessie Edge & Scott Parry

Financial advice isn’t just about investments; it’s about building confidence at every life stage.In this episode, Jessie Edge and Scott Parry are joined by financial planner David Pereira to explore how financial planning supports young families, protects income, strengthens superannuation, and prepares you for retirement. They discuss the real value of insurance, the importance of binding death benefit nominations, and why income protection is often more critical than life insurance.If you want clarity around your financial future and practical insights you can actually use, this conversation is for you.

Episode metadata supplied by the publisher feed · Published Mar 3, 2026

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Understanding the Role of a Financial Planner

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