Welcome to Centsability Podcast where we chat about money, lifestyle, and wellness.
We talk to Fraser Jack on the topic of goals-based advice, what is it and what is the difference to traditional financial advice.
Fraser Jack is a former financial adviser who now coaches other advisers and also hosts podcasts, published online courses for consumers called Nerd Heard and is about to launch an online course for financial advisers. An episode not to be missed – even if you have an adviser, are an adviser or sitting on the fence to getting one. This episode is full of great insight which is helpful to everyone interested in financial advice.
Some key points include:
- the importance of goals
Amie is a Certified Money Coach, Financial Planner and Certified Archetype Business Coach.