In this Australian Investors Podcast episode, your host Owen Rask and Drew Meredith answer your questions. Don't forget, throughout January you can ask us all types of questions by using our online Q&A form:
Ask a question >> https://bit.ly/R-quest
Topics covered today:
How to set goals
Where do goals go wrong with clients?
Breaking big goals down
Personal, investment, retirement
Giving yourself a break but staying on track
How to invest an inheritance, and
How long it takes to become a financial planner
~~ Rask Resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
~~ Episode resources ~~
ASIC resources for financial planners:
https://asic.gov.au/regulatory-resources/financial-services/financial-advice/professional-standards-for-financial-advisers/qualification-exam-and-professional-development/
CFP program:
https://faaa.au/financial-planning-education/cfp-certification/
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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