What Does a Financial Planner Actually Do? - With Ray Regmi

EP 041: I suspect many business owners don’t actually know what a financial planner does for business owners or how to work with them effectively.
(Just like me)

For that exact reason, I have brought Ray onto the podcast this week.

Understanding the role and outcomes of a financial planner is critical information for business owners.

I highly encourage you to check out this episode.

Episode Highlights:
00:00 Welcome!
01:16 Get to know financial planner – Ray Regmi
02:16 The perfect time for business owners to get a financial planner
06:59 Why a financial planner is essential in your wealth team
11:45 How financial planners address concerns on super funds
15:28 The cost of hiring a financial planner
19:26 How to find the best financial planner for you
23:31 The reason why financial advice is fluid
26:00 Strategising estate planning for business owners

If you enjoyed this episode, be sure to subscribe, tune in and share this podcast!

Resources:
○ Business and Investing website: https://www.businessandinvesting.com/
○ Business and Investing partners: https://www.businessandinvesting.com/partners

About the Guest:
Ray Regmi is the Senior Financial Adviser and Principle of Ryker Capital (AFSL: 243313). They offer services to Australian business owners who are looking to reach financial independence and create true wealth.

With a team of degree-qualified professionals who have a collective of decades of experience, they can provide you with expertise in wealth creation, self-managed super funds, risk insurance, retirement planning and more.

To connect with Ray and the Ryker Capital Team, head over to: https://businessandinvesting.com/partners/ryker-capital/

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DISCLAIMER:
All information we share is NOT financial or investment advice and is purely intended for entertainment and educational purposes only. Always seek professional advice before acting on any financial decision.

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