Friends With Money #155: The truth about financial advice


Forget confusing financial jargon and feeling lost in a sea of investment options.

Is a financial advisor the missing piece to your financial puzzle, or is that an unnecessary cost?

This week on the Friends With Money podcast, Money's Michelle Baltazar is joined by financial advisor Jeremy Lack from Telstra Super as they debunk the myths about seeking comprehensive financial planning. Tune in to find out:

friends with money podcast 155 the truth about financial advice

  • The hidden benefits of financial advice (beyond just investments and taxes)
  • The ideal times in life to seek professional guidance
  • Top tips for keeping your financial plan on track
  • What to expect when it comes to the cost of financial advice

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Michelle Baltazar is editor-in-chief of Money magazine and an award-winning journalist, editor and publisher. She has worked at media companies including BRW, Shares Magazine (London) and industry newspaper Financial Standard, and has written about superannuation, wealth management, investment technology and financial advice.

Jeremy Lack is a financial adviser with TelstraSuper Financial Planning. He has more than 10 years' experience as a financial adviser, and is a member of the Financial Planning Association. Jeremy holds a Bachelor of Business degree, an Advanced Diploma of Financial Planning, and is presently completing a Graduate Diploma of Financial Planning.