#327 How to choose an adviser that will make you money

In this episode of the podcast, we talk about how to choose an advisor that will make you money and save you tax. This is a speed version this week, we try to keep it pretty snappy but give you the things that you need to know to find someone that can help you at tax time, this tax time and for the tax times ahead. But also when you are thinking about working with someone, give you the key questions that you need to ask and answer to give you the confidence to pull the trigger so that you can start getting results sooner.

 

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Note: The advice shared on this podcast is general in nature and does not consider your individual circumstances. The podcast exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, and TMD and obtain appropriate financial advice tailored towards your needs. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055