#20: What Does Working With a Financial Adviser Actually Look Like? Strategies (Part 2/3)

Welcome to part two of our three-part series on what it looks like working with a Financial Adviser. Now that we've got the process out of the way, this episode focuses on the key strategies we use when providing financial advice. This week we focus on the first strategy in our system - cash management. 

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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