Episode 7 - What is the client experience?

In this episode of the Retirement Concepts Podcast, Peter and Lionel dive deep into the client experience of financial planning, sharing how technology and personalised advice help pre-retirees and retirees navigate their financial journey with confidence. From tackling the daunting 'too-hard basket' of finances to building clear, actionable plans, they outline the steps to achieve a secure and fulfilling retirement.

In this episode, you'll learn how embracing technology, like financial apps, can simplify managing your assets and liabilities, the importance of understanding your current financial position, and how professional advice can transform your wealth journey.

Peter and Lionel explain the role of superannuation, the impact of opportunity costs, and the value of ongoing reviews for staying on track.

After this episode, you'll feel equipped to take proactive steps toward financial security and understand the critical role of financial planners in turning your retirement goals into reality.

Discover more tips and insights by grabbing your copy of The Little Book of Retirement Concepts at www.lbrc.au and connect with us on Facebook, LinkedIn, and Instagram.

For more retirement tips, grab your copy of The Little Book of Retirement Concepts at www.lbrc.au, and connect with us on Facebook, LinkedIn, and Instagram.

---

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