29 min
WTF does a financial adviser actually do? - #117 Pocket Money
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- How To
If you want to get better at something, it makes sense to learn from the experts. This is as true about learning to play the piano, as it is with managing your money.
As you'll find out, financial advice isn't just something reserved for the wealthiest 1%.
On this episode of the Pocket Money podcast, we are joined by Charlie Viola, an award-winning financial adviser and Partner for Wealth Management at Pitcher Partners in Sydney. Charlie really knows this stuff in and out.
We discuss what financial advisers really do, how to decide when you should speak with one, plus what to expect when you meet, and how much it all costs. We also learn Charlie’s perspective on what high-net-worth individuals do with their money, some insight on investing, and more great insight.
Full show notes and transcript at https://www.finder.com.au/podcast
If you want to get better at something, it makes sense to learn from the experts. This is as true about learning to play the piano, as it is with managing your money.
As you'll find out, financial advice isn't just something reserved for the wealthiest 1%.
On this episode of the Pocket Money podcast, we are joined by Charlie Viola, an award-winning financial adviser and Partner for Wealth Management at Pitcher Partners in Sydney. Charlie really knows this stuff in and out.
We discuss what financial advisers really do, how to decide when you should speak with one, plus what to expect when you meet, and how much it all costs. We also learn Charlie’s perspective on what high-net-worth individuals do with their money, some insight on investing, and more great insight.
Full show notes and transcript at https://www.finder.com.au/podcast
29 min