713b Q&A with a financial adviser (super benefits before 30 June, robo advice, shares as a couple, ongoing advice vs. once off + more)

In today's Q&A, financial advisers Alex Luck and Scott Young from Everest Wealth join Glen on the show to answer your questions around:

👉🏻 when to see a financial adviser

👉 how to choose a financial adviser

👉🏼 how the fee structure works

👉🏽 what’s a robo adviser and who would it benefit?

👉🏾 benefits of topping up super before the tax changes at 1 July

👉🏿 when NOT to contribute extra to super

👉🏻 buying shares as a couple

👉 one off vs continuing advice

👉🏼 what is child cover?

👉🏽 how to break up with your adviser

Want to chat to Everest Wealth team? Get in touch here: https://everestwealthgroup.com.au

Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here

We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.

Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.

SYMO interactive Pty Ltd trading as this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

Hosted on Acast. See acast.com/privacy for more information.