What actually happens when you go to get financial advice?

As two people that haven't been able to afford advisers, that is a question both of us (Bryce and Ren) have. And that is a question we often hear from the Equity Mates community. So we set out to answer it.

To do it, we took on the personas of Liam and Emma - a couple working on building wealth and planning for some major life milestones - and sat down with financial adviser Christine Dang.

Listen as we take you inside the room and unpack how an initial meeting with an adviser takes place. We cover:

The 'getting-to-know-you' questions an adviser will ask
What financial information they are after
How they approach goals and major financial milestones
The most common financial situations they encounter
How clients can manage competing financial goals (i.e. buying a house v paying for a wedding)
Thinking about investing inside of super or outside of it
And so much more!

Whether you already have an adviser, are thinking about speaking to one, or are not interested at all - this episode will help you think about your personal financial situation and goals.

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Want to speak to Christine or another of our hand-picked financial advisers? Let us know a little about you by filling out this form and we'll put you in touch

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Want more Equity Mates?

Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

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Ask an Adviser: Inside Liam and Emma's first advice session with Christine Dang

Equity Mates Investing Podcast

Ask an Adviser: Inside Liam and Emma's first advice session with Christine Dang