If you want to leave no stone unturned, you NEED to make sure your Mortgage Broker, Financial Planner and Accountant are all in sync, singing off the same page. Having three knowledgeable brains, specialising in their own areas but also proactively communicating and brainstorming together is going to make a huge difference in the overall quality of your advice.
Today we have Financial Planner, Richard Nicholls from Blue Lantern and Mortgage Broker Adam McCabe, in the studio explaining the importance of building a brilliant team for your wealth creation journey.
If you want to speak with Richard or Adam McCabe, it is best to email them: adam.mccabe@bluelantern.com.au or mobile: 0423 685 133 Richard Nicholls +6102 8062 5962 Richard.Nicholls@bluelantern.com.au
In the meantime...
If you need help with your budget or are sick of living paycheque to paycheque, sign up to the FREE SugarMamma Budget & Cashflow Masterclass here: https://courses.sugarmamma.tv/registration-page
Or you can just get started with fixing your budget today by enrolling in The SugarMamma Budget & Cashflow Academy course here: https://courses.sugarmamma.tv/Signup
Also, don’t forget to register my free Money Mindset & Manifestation Masterclass if you need help with motivation, clarity and support: https://courses.sugarmamma.tv/masterclass
Or you can just get started straight away and have me as your accountability coach through the Money Mindset & Manifestation Program here (P.S. It is game changing):
https://courses.sugarmamma.tv/join
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www.SugarMammaTV.com - subscribe to access your FREE Budget Template
Also, don't forget about my other podcast channel, "How Do They Afford That?" https://podcasts.apple.com/au/podcast/how-do-they-afford-that/id1644255235
ADDITIONAL GENERAL ADVICE WARNING:
Whilst we discuss various financial topics, this podcast is not advice in anyway, but purely for educational purposes only. Nothing in this podcast is personal advice, investment advice or product advice. With any major financial decision, you must always do your own research, consider all the pros and cons, fees, caps, limits, costs, taxes etc. Always proactively educate yourself before making any major financial decision, consider your own financial goals, deadlines and risk profile. So please bear all of this in mind when listening to this podcast and please always speak to a Financial Planner when wondering what you should do to achieve your own financial goals and dreams.
GENERAL ADVICE WARNING & FINANCIAL PLANNING LICENSE DETAILS:
The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.
Canna Campbell is a Corporate Authorised Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.
See omnystudio.com/listener for privacy information.
Jun 30 202430 mins
Jun 23 202426 mins