S5E5 Ongoing Advice - Providing Value with Thabojan Rasiah

A key question for Nathan and Jordan as they explore this series on Ongoing Advice is whether or not it's different to 'upfront' advice.

This week's guest, Thabojan Rasiah of Rasiah Private Wealth Management, firmly believes that it's not.

That it's all 'advice', and that the real value of working with a financial adviser comes from the exponential benefits of a longer term relationship.

Thabojan thinks about advice differently, which is why when he discusses things like:

• The difference between a 'financial plan' and 'financial planning'
• The quarterly cadence of the work they do with clients
• The rare, but powerful value of being able to collaborate with a clients other advisers
• The importance of values when designing the strategy and tactics for a client

we like to listen.

And we think you will too!

(Oh, and pardon the intro).

Thabojan:

Rasiah Private Wealth Management

LinkedIn

Nathan:

[e-mail]

www.nathanfradley.com.au

Jordan:

[e-mail]

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.