The Dollars & Sense Podcast
Hosted by qualified Financial Advisers Tim Ellis and Brodie Haggerty. The goal is to increase the financial literacy of New Zealanders.
The Dollars & Sense Podcast
#25: Client War Stories, Our Best and Worst Stories From Our Experience as Client Facing Advisers
We're mixing it up this week with something a bit different!
In this episode, Tim and Brodie share some inspiring, heartwarming, and cautionary client "war stories" to help listeners relate to different financial situations. Stories cover getting out of debt, avoiding bad investment advice, and realizing early retirement dreams.
If you have a question, suggestions, or a topic you would like us to cover, please send an email to: podcast@foxplan.nz
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The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure