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Finance can be really confusing!
While it’s often cheaper and far more empowering to learn it for yourself, that’s not for everyone and there’s only so much time in a day.
Kate & Owen highlight down the main professionals you might need to use when it comes to your financial affairs (think mortgage brokers, financial advisers & accountants), what they can help you with and some key questions to ask them.
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PocketSmith is not just a budgeting app, it’s an advanced tool that connects to nearly every bank worldwide. Basically, it’s a productivity booster for your money. With PocketSmith, you can organise your money your way and even collaborate with your household and advisors.
Ready to manage your money like a pro? PocketSmith has a special deal for Australian Finance Podcast listeners. Click here to get 50% off your first two months of PocketSmith’s Foundation plan.
The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.
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