My first financial adviser meeting: how to actually set goals | Jess Gets Investing
4/27/202632 min
Ever wondered what it's like to meet with a financial adviser? Or how they actually help with your finances? Jess had.
So in this episode, she has her very first meeting with a financial adviser; Glen Hare from Fox & Hare.
We are keeping this series as real as possible - so Jess and Glen's chat is just how a first meeting with an advisor would happen in real life.
This recording was the first time the two had met and Glen takes Jess through the same process as any new client.
But before she met with Glen, Jess caught up with community member Andrew. He shared how working with a financial advisor changed his money life for the better and gave Jess some tips on how to approach the first meeting.
Chapters:
00:00 Jess Faces First Advice Session
05:15 Listener Andrew Shares His Turnaround
10:25 Glen Maps Jess Money Goals
16:25 Super, Insurance And Big Decisions
22:17 Planning For An Unknown Future
28:26 Dream Life By The Water
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Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct
Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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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Get Started 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.
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Clips
Transcript preview
First 90 secondsSpeaker 10:00
[digital tone] Everything you're about to hear is for education and entertainment purposes only. Whilst we are licensed, we're not aware of your personal financial circumstances. Any advice is general advice. Equity Mates operates under Australian Financial Services License 540697.
Jess· Host0:15
[upbeat music] [ graphic chimes] Hello, welcome back to Get Started Investing, a show that helps you make the most of your money. For those joining for the first time, I'm Jess, and although I've worked around the finance industry for nearly a decade, I've never actually invested myself. So I thought, "What better way to get started than document the entire investing [laughs] journey from scratch while you come along for the ride?" Very good news, though, we're not doing it alone. Throughout the series, I'll be chatting with a bunch of experts. They're gonna show me exactly what I'm supposed to be doing. In the last episode, Glenn James sat down with me. He helped me sort my money out. I'll give you a bit of an update on my new setup and how that's going in this episode. Today's a big one. I'm having my very first meeting with a financial advisor. I'm speaking with Glenn Hair. He's from Fox and Hair. And we wanted this journey to be as real as possible, so this is exactly how it would actually happen in real life. Glenn's gonna sit down, he's gonna take me through the same process he would with any new clients, and this is our first time meeting with each other. Before we jump into that, though, I caught up with one of our community members, Andrew. Andrew came into the studio and shared with me how working with a financial advisor has changed his money and his life now for the better,