There is a common misconception that financial advice is only for the ultra-wealthy, and often this comes from people not truly understanding the nature of financial advice and what it involves.
Lending, risk assessment, retirement planning, estate planning, investment advice, tax minimisation strategies…it’s a lot broader than most people think. The value that individuals, couples, family groups and business owners receive comes in many forms, but ultimately it’s the opportunities it can provide from having an expert assess and review your values, goals and financial circumstances.
It’s a often a case of you don’t know what you don’t know!
Join Alex and Dave as they discuss the advice process and the benefits that seeking expert advice can achieve.
#financialadvice #legal #WealthActivism #podcast #melbourne
David Murdoch is a Wealth Activist® at paxtonbridge.com. Alex Martin is Partner of tauruslawyers.com.au. No drinks were harmed in the making of this episode.
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