#39: "Well Mr / Mrs Client, That Depends"

If you've ever engaged with a Financial Adviser and asked a question, chances are that you've heard "well that depends!"

Slowing down the decision process and taking some extra time can be frustrating when you just want to "get cracking with things". This episode, Tim attempts to answer why advisers might want to ask a few more questions before rushing to an answer. 

Tim dives into the most common questions that are asked from new and existing clients such as,

Should I repay debt or invest more?
Should I sell my property?
Should I buy a property?
Should I increase my KiwiSaver contribution?
Should I change my KiwiSaver fund?
Am i doing all the right things?


In this episode, you will hear about,

• What else needs to be considered
• Why that might be important
• Some alternative solutions that need to be ruled out

If you're thinking about engaging a financial adviser to ask questions that are specific to your needs, listen to this episode prior to you meeting.

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