Pathways to financial advice, inheritances & the sandwich generation

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What does the pathway to getting financial advice look like?

In this bonus episode, Kate Campbell speaks to Marc Bineham, a former financial adviser with decades of experience, Past National President of the Association of Financial Advisers (AFA) and newly minted author of The Money Sandwich.

We discuss the pathway to advice, including the range of things advisers can help with, what you should be doing right now if you’re not in a position to get professional advice and how to know when it’s the right time to seek professional advice. We also explore the upcoming intergenerational wealth transfer, along with the unique challenges for Australians that are part of the “sandwich generation”.

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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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