))
Green and red flags of a financial advisor with Matt Hale
Manage episode 469598606 series 3606846
Content provided by Tribeca Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tribeca Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
So you’re doing OK financially. You’ve been streaming our podcasts and you’re ready to start talking to a financial planner to help manage and maximise your money. Well get cosy and listen up.
In this week’s value-packed episode, Ryan and Steph are joined by the super impressive Matt Hale (a regular in Australia’s Top 50 influential advisers) to identify what you need to look for (and avoid) in a financial planner.
They leave no stone unturned as they dive into:
- What actually makes a good financial advisor (and what makes one not so good)
- The specific qualifications a legitimate advisor needs to have (and how to verify them)
- Green flags that tell you you've found a winner
- Essential questions to ask early in your journey together
- Whether personality matching matters (spoiler: it does!)
- Red flags of a financial advisor
- When it's time to reassess if your current advisor relationship is still working for you.
At the end of the day it all comes down to trust. And we trust this episode will help you find the right financial planner for you.
Here’s to your Good Life. And thanks for listening.
You can find us at https://www.tribecafinancial.com.au/
Our guest:
Matt Hale, Financial advice & mortgage broking, Managing Director of Rising Tide
Connect with Matt: linkedin.com/in/matthalert
Visit Matt’s website: risingtidefinancial.com.au
Our hosts:
Ryan Watson, CEO, Tribeca Financial
Follow Ryan: https://www.linkedin.com/in/r-watson/
Stephanie Coombes, podcast expert and media strategist
Follow Steph: https://www.linkedin.com/in/stephanie-coombes-62903825/
Tribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd.
Advice given in this podcast is general in nature and is not intended to influence deci-sions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions.
Tribeca Financial acknowledges the Traditional Owners of Country throughout Austral-ia, and we pay our respects to Elders past and present.
22 episodes
Share
