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Financial Adviser: The Inside Story, Ep 435 / Tony Walker
Manage episode 440040078 series 2869276
A cynical take on the financial services industry is understandable. There's nothing like an obvious financial benefit in the form of a commission or fee based on volume to put into question their motivation. Read more
Book in a free 15-min phone call with Darcy Ungaro (financial adviser)- click on this link.
______________________
Online courses:
The Home Buyers Blueprint: Get a better home; Get a better mortgage.
The KiwiSaver Millionaire Roadmap: From 6 figures to 7; Get a Rockstar Retirement!
New Wealth Foundations: Personal finance from a wealth-builder's perspective.
Take the free, 5-part online course Crypto 101: Crypto with Confidence (In partnership with Easy Crypto)
Get Social
Check out the most watched/downloaded episodes here
Follow on YouTube , Instagram, TikTok: @theeverydayinvestor, X (@UngaroDarcy), LinkedIn.
Learn more about Ungaro & Co Financial Advice: www.ungaro.co.nz
________________________
Affiliate Links!
I may receive a financial benefit if you click on these links.
Sharesight: (Get 5 months free)
Revolut: Sign up, and get a $15 credit.
Disclaimer: Please act independently from any content provided in these episodes; it's not financial advice, because there's no accounting for your individual circumstances. Do your own research, and take a broad range of opinions into account. Ideally, engage a financial adviser / pay for advice!
216 episoder
Manage episode 440040078 series 2869276
A cynical take on the financial services industry is understandable. There's nothing like an obvious financial benefit in the form of a commission or fee based on volume to put into question their motivation. Read more
Book in a free 15-min phone call with Darcy Ungaro (financial adviser)- click on this link.
______________________
Online courses:
The Home Buyers Blueprint: Get a better home; Get a better mortgage.
The KiwiSaver Millionaire Roadmap: From 6 figures to 7; Get a Rockstar Retirement!
New Wealth Foundations: Personal finance from a wealth-builder's perspective.
Take the free, 5-part online course Crypto 101: Crypto with Confidence (In partnership with Easy Crypto)
Get Social
Check out the most watched/downloaded episodes here
Follow on YouTube , Instagram, TikTok: @theeverydayinvestor, X (@UngaroDarcy), LinkedIn.
Learn more about Ungaro & Co Financial Advice: www.ungaro.co.nz
________________________
Affiliate Links!
I may receive a financial benefit if you click on these links.
Sharesight: (Get 5 months free)
Revolut: Sign up, and get a $15 credit.
Disclaimer: Please act independently from any content provided in these episodes; it's not financial advice, because there's no accounting for your individual circumstances. Do your own research, and take a broad range of opinions into account. Ideally, engage a financial adviser / pay for advice!
216 episoder
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