SugarMamma’s Fireplay

Good Quality Financial Advice is Expensive & Hard To Find - Affordable advice not just for the rich - Cost Effective Solutions For Everyday People - build Wealth & Financial Freedom

April 21, 2022

Today's Podcast is proudly sponsored by Otivo - with their mission to help Australian's be better off financially. 

One of the biggest issues in the financial planning world is that there aren't enough Financial Planners and their cost to engage can be too restrictive. Leaving people who need advice the most, left out to dry. This is something I worry about all the time. I chat with Paul from Otivo about this problem, and ask him how he is helping bridge the financial literacy gap in the digital world but in a cost effective manner. He has an interesting point of view and insights to share and (I think) is equally passionate about helping people get ahead financially. 

Please note this my general advice warning and disclaimer below. This is not financial product advice, investment advice or strategic advice. 

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General Advice Disclaimer & Financial Planning License Details: The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.

Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.

 

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