logo
episode-header-image
Apr 2024
32m 5s

What to Expect When Meeting a Financial ...

Victoria Devine
About this episode

Do you need to be a multi-millionaire to get financial advice? Absolutely not! And to tell you why, Victoria is joined by friend of the show, financial advisor and Chief Operating Officer from Everest Wealth, Daisy Magor. On today's episode they share practical tips on what financial advice actually looks like, how it's structured, what you can expect when you speak to a professional and so much more!

Book an Everest Wealth Introductory Call

Acknowledgement of Country By Natarsha Bamblett aka Queen Acknowledgements.

The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs.  Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708,  AFSL - 451289.

See omnystudio.com/listener for privacy information.

Up next
Jul 8
I'm Bored. Give Me Your Most Unhinged Money Saving Hacks...
If you’ve spent five minutes on TikTok lately (okay, five hours), you’ve probably stumbled on the “most unhinged hack” trend... people sharing their weirdest, wildest ways to solve life’s problems. And when one clever member of our She’s On The Money community asked for the most ... Show More
40m 50s
Jul 6
We Chose a Long-Distance Marriage For 2 Years to Build Our Future
What would you sacrifice for your long-term financial goals? In this week’s Money Diary, we meet someone who made a bold, unconventional choice... moving countries solo, leaving her husband behind, and taking on a whole new life to set up their future. From rural Japan culture sh ... Show More
20m 54s
Jul 3
Is Your Inner Broke Girl Blocking Your Financial Glow-Up?
You’re earning more, budgeting better, and technically doing everything right... so why does spending still make you feel like you’re one click away from financial ruin? In this week's ep, we're unpacking the inner broke girl energy that so many of us carry (even when our bank ba ... Show More
39m 17s
Recommended Episodes
Nov 2023
33. How to think about money
When we’re working towards getting rich slow, it can be easy to focus on the granular details. Research into things like ETF management fees and differences in online brokers can occupy much of your time. And while these details are important, there’s an oft-overlooked factor whi ... Show More
17m 9s
Aug 2023
105. Ask Tori: Do I Need a Financial Advisor?
How do you know if it’s time to hire a financial advisor? Do you even need one to start investing in the first place? And what do you do if you’re already working with one and realize you don’t need to anymore? Today, we’re reaching into the (voice)mail bag and pulling out some o ... Show More
35m 9s
Sep 2023
26. How to get “good with money” feat. Emma from The Broke Generation
There are few people in the Aussie personal finance scene who run the game as well as Emma from The Broke Generation. As a Certified Financial Behaviour Specialist, podcast host, and financial educator, The Broke Generation has become synonymous with “millennial finances”. She al ... Show More
37m 19s
Mar 2023
Introducing: What Should I Do With My Money?
If you're a listener to Thoughts on the Market you may be interested in our new podcast: What Should I Do With My Money? ----------------Managing our money can be ... a lot. It's one of the most important aspects of our lives, and yet, many of us just muddle through, without any ... Show More
2m 50s
May 2023
06. How money psychology can affect your finances
Money psychology can play a major role in how we view our finances - from long-term investing, to maintaining a budget. That’s why Natasha Etschmann (Tash Invests) and Ana Kresina (Head of Product & Community at Pearler) are tackling the topic head-on.In this episode, our co-host ... Show More
27m 18s
Mar 2024
144. How to Win the Financial Game: Money Coaching with Tori & Tiffany Aliche
Have you been wondering how to effectively diversify your investment portfolio? Or whether you should prioritize real estate investments over traditional retirement accounts? In this episode of the Financial Feminist, we’re answering more user submitted questions, but this time w ... Show More
51m 29s
Aug 2023
Do You Need a Financial Advisor?
Today's financial landscape is more complex than ever, encompassing a huge range of investment opportunities. Yet, the advancement of technology has made moving money easier and faster than ever before. While some investors enjoy making financial decisions on their own, this can ... Show More
36m 3s
Sep 2023
117. Questions to Ask Before Making Big Financial Decisions
In this episode of Financial Feminist, host and financial educator Tori Dunlap walks you through how to emotionally and financially prepare to make big financial decisions. She shares the questions you should ask yourself before making them and emphasizes that everyone’s personal ... Show More
26m 52s
Sep 2021
Top Financial Advice By Age! (Become Wealthier Than Your Friends)
What's the best piece of money advice you've ever received? We believe that advice changes depending on which stage of life you're in, so we challenged ourselves to distill our best financial wisdom into three main ideas customized for each decade of life. Whether you're in your ... Show More
40m 41s