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The Money Puzzle, with James Kirby โดย The Australian

The Money Puzzle, with James Kirby โดย The Australian

The Australian

The Money Puzzle covers all the important property, business, money and finance news.

With two episodes published every week, The Australian’s Wealth Editor James Kirby, along with business, property and finance experts share insights and information that you will use on your wealth building journey.

Submit your questions on all things property, business and finance here - themoneypuzzle@theaustralian.com.au

หมวดหมู่: ธุรกิจและการเงินส่วนบุคคล

ฟังตอนสุดท้าย:

How to pick a financial adviser? It's one of the most common questions for investors...but a more realistic question is: Should you even bother? Another valid issue to ponder is whether the adviser wants you in the first place?

One in six clients were cut from the client lists of financial advisers last year. Many advisers will not admit it, but they only want 'sophisticated investors' with $2.5m to spend or else an annual income of $250,000 plus.

Author and adviser Jacqui Clarke joins wealth editor James Kirby in this episode.

In today's show, we cover:

* How advisers pick their clients

* When advice costs too much to add value

* Key questions you must ask

* The benefits of becoming a 'sophisticated investor'

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