Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar here meets the multi-Award-Winning Financial Adviser, Felicity Cooper from Cooper Wealth Management at Bundall on the Gold Coast, Australia.
We will dissect why you’d use an Adviser, where to find the one that’s right for you and how to know if they’re adding value to your situation. We break down whether it’s worth going DIY vs paying a professional.
We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed Felicity’s nuggets of wisdom.
We trust you’ve gained lots of insights and understand a little more about how an adviser adds value.
Offer
Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books
Barnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)
Connect with Felicity
Home - Cooper Wealth (cooperwealthmanagement.com.au)
Financial Adviser - Felicity Cooper (adviserratings.com.au)
Follow
Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedIn
Websites:
- https://amandacassar.com.au/
- https://www.wealthplanningpartners.com.au/ (company website)
- https://trustedagedcare.com.au/ (company website)
- Financial Adviser - Amanda Cassar (adviserratings.com.au)
Or join Amanda and Felicity on their new Podcast – Two Drunk Planners.
Insta: Two Drunk Planners Podcast (@twodrunkplanners) | Instagram
Twitter: Two Drunk Planners (@2DrunkPlanners) / Twitter
Two Drunk Planners | Gold Coast QLD | Facebook
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