Most Australians know that a good financial plan will set them up for the life they dream of, but are nervous about seeking advice from a financial planner. Renowned finance expert Paul Clitheroe, Chair of InvestSmart and the Government’s Financial Literacy Board, is passionate about helping all Australians reach their financial goals – the smart way.
In part one of this two part series, Paul outlines the critical steps to ensuring your own financial success, and answers your questions:
Do you really need a financial plan?
How to get value for money if you choose to see a financial planner
How to become financially free
Why he hates the term ‘retirement’
Why budgeting always fails, and what you should do instead
How to complete your own financial stocktake
The savings strategy he and his wife have used for 40 years… and much more.
Please enjoy this podcast with Paul Clitheroe, and join us for part 2 next week.
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