Do you have a financial advisor?

[MartinGB]

Do you have a financial advisor?

 

[Goosfrabba]

Not much to advise on unfortunately. But any changes to insurance policy etc, I have a go to person

 

[Former member 61586]

LOL, I can manage my own money.

 

[PhireSide]

Yes, I am married

 

[pinball wizard]

Other. Gotta have finances to be advised on first.

 

[Former member 61586]

Yes, I am married

LOL, best response EVER!

 

[pinball wizard]

I do have a broker though. Maybe that's why I'm broke?

 

[FiestaST]

Does schit talking on a WA group with buddies count? If so then yes.

 

[now05ster]

Other. I rely on MYBB expirts. They post pictures saying crypto will go to the moon or something.

Nah, I have a financial advisor. Great service.

 

[ebendl]

I have one, but haven't seen him in years. Too much in the Sanlam camp.

 

[backstreetboy]

Yes. Daily Investor and Businesstech.

 

[Creag]

Yes, and I get great service from them.

 

[ArmatageShanks]

Kinda

My sister will shout at me if I make poor decisions.

 

[ShakeSpeer]

FNB's SMS notification after each transaction

 

[BBSA]

Their advice is usually geared towards benefiting their commissions rather than your financial situation.

 

[paul5186]

Should add, do you have a financial sales person.

 

[sand_man]

Used to but there's nothing left to advise on...

 

[Brian_G]

Have a friend who is respected in the role, maybe one day if for a good reason.

 

[Grubscrew]

Like Estate Agents you get good one and bad ones. After a few bad ones I have a good one now.

There seems to a correlation between ones that are bound by one financial firm and their value to you as client. I found that FAs that work for more companies offer better value and advice.

 

[homeboy]

nothing really to manage, I still have the same salary amount for over 5 years.