• Financial Planning 101: The Process, Protection, and Power of Professional Advice

  • Feb 9 2025
  • Length: 23 mins
  • Podcast

Financial Planning 101: The Process, Protection, and Power of Professional Advice

  • Summary

  • Richard Nicholls is a Financial Planner from Blue Lantern, with over 15 years experience in working with everyday Australians in building financial independence. Today he is on the show with me, explaining how Financial Planners work, how the help you, the process and how more efficient and effective a Financial Planner is over relying on a "influencer" for financial advice.

    Should you ever want to reach out to Richard to discuss your own financial goals and dreams, you can contact him Richard.nicholls@bluelantern.com.au for a free initial appointment.

    In the meantime...

    HOW YOU CAN WORK WITH ME (& I CAN HELP YOU): (includes one-on-one appointment with me...)

    If you need help with your budget or are sick of living paycheque to paycheque, you can enrol into The SugarMamma Budget & Cashflow Academy course, which includes a one on one appointment with me so that I can help you. Enrol here: https://courses.sugarmamma.tv/Signup

    Also, don’t forget to register my free Money Mindset & Manifestation Masterclass if you need help with motivation, clarity and support: https://courses.sugarmamma.tv/masterclass

    Or you can just get started straight away and have me as your accountability coach through the Money Mindset & Manifestation Program here (P.S. It is game changing):

    https://courses.sugarmamma.tv/join

    Stay updated & inspired...

    @SugarMammaTV – Money, budgeting, cashflow, motivation

    @CannaCampbellofficial – lifestyle, capsule wardrobe fashion, motherhood

    Tik Tok - https://www.tiktok.com/@sugarmammatv

    My Best Selling Books!

    The $1000 Project Book: https://amzn.to/3RV0Bnq

    Mindful Money: https://amzn.to/3RV0poc

    My YouTube channel - over 500 bite size videos with over 12,000,000 views! https://www.youtube.com/c/SugarMamma

    www.SugarMammaTV.com

    Also, don't forget about my other podcast channel, "How Do They Afford That?" https://podcasts.apple.com/au/podcast/how-do-they-afford-that/id1644255235

    ADDITIONAL GENERAL ADVICE WARNING:

    Whilst we discuss various financial topics, this podcast is not advice in anyway, but purely for educational purposes only. Nothing in this podcast is personal advice, investment advice or product advice. With any major financial decision, you must always do your own research, consider all the pros and cons, fees, caps, limits, costs, taxes etc. Always proactively educate yourself before making any major financial decision, consider your own financial goals, deadlines and risk profile. So please bear all of this in mind when listening to this podcast and please always speak to a Financial Planner when wondering what you should do to achieve your own financial goals and dreams.

    GENERAL ADVICE WARNING & FINANCIAL PLANNING LICENSE DETAILS:

    The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.

    Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.

    See omnystudio.com/listener for privacy information.

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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.