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
Yesterday
How Much Should You Actually Save Before Having a Baby? And Balancing Travel Dreams Vs Buying a Home
Ever feel like your money goals are at war with your life goals? Like one minute you’re saving for a house… and the next you’re convincing yourself a Euro summer is “an investment in personal growth”? This week’s DM came from someone stuck right there... her partner’s all-in on b ... Show More
40m 47s
Oct 7
Brooke’s FIRE Plan: How She’s Investing to Retire at 35
Retiring early is the ultimate dream... so when Brooke casually dropped that she’s on track to do it by 35 (without the Bank of Mum and Dad), you all screamed a collective “HOW?!” So of course, Victoria had to get her back in the studio to spill everything... and more importantly ... Show More
45m 51s
Oct 5
Money Confessions: What It Actually Costs to Launch a World-First Product (While Juggling 2 Kids and a Mortgage)
Ever wondered what it really costs to turn a light-bulb moment into something real? This week’s Money Diarist is a mum of two who did exactly that. She created a world-first product that launched just two weeks ago, and now she’s here to do what most founders wouldn’t: spill on e ... Show More
32m 24s
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
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
Sep 2022
Tips from two top financial advisors | Talk Money to Me crossover
Bryce & Alec are joined by the podcast hosts from Talk Money To Me, Candice & Felicity.Candice Bourke and Felicity Thomas are financial advisors at Shaw & Partners and hosts of Talk Money to Me podcast. Candice is a Senior Investment Adviser and Felicity is a Senior Private Wealt ... Show More
43m 45s
Mar 2023
394: Ask the Money Experts: Backdoor Roths, Bad Debt, & When to Fire Your Financial Advisor
Retirement investing, bad debt, backdoor Roth IRAs, bonds, and starting a business. If you’re just beginning your personal finance journey, this can all seem a bit complicated. Where do you invest first? What should you do with extra cash? And how do you know a financial fiduciar ... Show More
52m 58s