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Investopoly
Each episode, about 15 minutes long, is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
Investopoly
Ep 319: How to determine whether financial advice is worth the cost
DOWNLOAD our 97-point financial health checklist here.
Read full blog here.
In this episode, Stuart explores the critical question of whether financial advice is worth the cost. He delves into how the value of advice is closely tied to the amount you have to invest, the complexity of your financial needs, and the range of services required.
Stuart highlights how professional advice can optimise investment returns, reduce taxes, and prevent costly mistakes through behavioural coaching. He also discusses the true value of advice, emphasising its role in helping you achieve long-term lifestyle goals rather than merely chasing returns.
Additionally, Stuart provides a breakdown of the costs associated with financial advice and shares insights on when it might be better to take a DIY approach to managing your finances.
This episode is packed with practical guidance for anyone considering whether to engage a financial advisor.
DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/
Do you have questions? Email questions@investopoly.com.au
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Work with Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.
IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.
