what does a financial adviser do?

What does a financial adviser actually do?

“That which is measured improves. That which is measured and reported improves exponentially.” – Karl Pearson

Are your financial habits helping you get closer to your financial goals? Or moving you further away?

Do you have financial goals to start with?

Is your KiwiSaver optimised?

Do you have the right level of insurance?

In this podcast episode, Tim Ellis from Fox Plan talks about what a financial adviser does, how they can help and offers a few tips along the way.

What does a financial adviser actually do?

While you are here, be sure to follow the podcast on Spotify. You can also book a one on one consultation if you would like help with your personal property decisions.

How to get in touch with Tim…

Tim Ellis

Listeners, please note: A disclosure statement is available from Fox Plan, on request and free of charge.

Further reading

How to buy your first investment property

11 important lessons I’ve learned about money

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