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

This is the final episode of our three-part series on what it looks like working with a Financial Adviser. Following on from the theme of last week, this episode focuses on the key strategies we use when providing financial advice. This week we focus on confidence through investment management and certainty through risk 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