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Is financial planning worth paying for?

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Sharon Moller - Financial Planning Coach at Old Mutual Wealth

We believe that true wealth is about more than just money; it’s about living the life you desire. A financial planner can partner with you to make the right choices.

For more information visit:

https://www.oldmutual.co.za/hardquestions

Chapters

01:05 Understanding how personal biases impact financial planning
05:23 What questions should you ask your financial advisor?
08:50 The relevance of asking your financial advisor how their manage their own finances
09:44 What are the benefits and value of having a financial advisor?
13:01 What happens when a client gets in the way of the process?

2 Mar 2021 English South Africa Investing · Investing

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