6 Things You Should Know BEFORE You See A FINANCIAL ADVISER

I’ve spent more than ten years on this channel trying to equip people to organise their own finances so that they don’t need a financial adviser. But there’s definitely value for some people on some occasions to seek professional financial advice.

#financialfreedom #financialplanning #financialadvisers

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Chapters
00:00 Welcome
00:24 Intro
00:34 1. Know your objectives
01:48 2. Know your current situation
02:39 3. Your initial discussion should be free of charge
03:30 4. Understand fees
06:07 5. Restricted or independent
07:14 6. Qualification and authorisation
08:19 Summary
08:52 Conclusion


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