Ep 322: 4 steps to take before meeting a financial advisor
DOWNLOAD our 97-point financial health checklist here.Read full blog here.In this episode, Stuart dives into the rising cost of financial advice and what it means for Australians. With ongoing advisor fees often starting at $5,000 per year, many advisors now focus on long-term client relationships, leaving fewer options for those seeking once-off advice. Stuart explains how this shift forces many to navigate financial decisions independently, a challenge that can be daunting but not impossible.He shares four key steps to take before hiring a financial advisor: first, get a clear understanding…
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