#19: What Does Working With a Financial Adviser Actually Look Like? Process (Part 1/3)

Welcome to the second season of The Dollars and Sense Podcast!

Reflecting on some of the highlights of our first season, we're cranking up the dial on practical guidance for grappling with real-life challenges as we shine a spotlight on the six-step process of financial advice, and what that means for clients.

We wanted to answer the questions - what does working with a Financial Adviser look like, and what are some of the key strategies throughout the process that our listeners can benefit from?  

If you have a question, suggestions, or a topic you would like us to cover, please send an email to: [email protected]

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The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure