Pathways to financial advice, inheritances & the sandwich generation

australian finance podcast, best finance podcasts 2022, best money podcasts 2022, personal finance, financial education, kate campbell, Marc Bineham, financial advice, getting financial advice, financial adviser, financial planner, wealth transfer

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What does the pathway to getting financial advice look like?

In this bonus episode, Kate Campbell speaks to Marc Bineham, a former financial adviser with decades of experience, Past National President of the Association of Financial Advisers (AFA) and newly minted author of The Money Sandwich.

We discuss the pathway to advice, including the range of things advisers can help with, what you should be doing right now if you’re not in a position to get professional advice and how to know when it’s the right time to seek professional advice. We also explore the upcoming intergenerational wealth transfer, along with the unique challenges for Australians that are part of the “sandwich generation”.

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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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