My first financial adviser meeting: how to actually set goals | Jess Gets Investing
About this episode
Jess shares her experience of meeting with a financial adviser for the first time and discusses goal setting.
Ever wondered what it's like to meet with a financial adviser? Or how they actually help with your finances? Jess had. So in this episode, she has her very first meeting with a financial adviser; Glen Hare from Fox & Hare. We are keeping this series as real as possible - so Jess and Glen's chat is just how a first meeting with an advisor would happen in real life. This recording was the first time the two had met and Glen takes Jess through the same process as any new client. But before she met with Glen, Jess caught up with community member Andrew. He shared how working with a financial advisor changed his money life for the better and gave Jess some tips on how to approach the first meeting. Chapters: 00:00 Jess Faces First Advice Session 05:15 Listener Andrew Shares His Turnaround 10:25 Glen Maps Jess Money Goals 16:25 Super, Insurance And Big Decisions 22:17 Planning For An Unknown Future 28:26 Dream Life By The Water Join our community of beginner investors; sign up to the Get Started Investing newsletter here Share your investing story with us Submit here If you want to get in touch with Glen Hare we can put you in touch here Want more Equity Mates? Across books…
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