Let me take you through what poor advice looks like and how to unwind it to get back on track ASAP. If you are listening via Anchor.fm then make sure you listen to my surprise song that I have included at the end of the podcast.

Managed Money.

Ep. 2. Case Study: Unwinding poor advice.

Get your insights into how Wealth Management should work. Join James Cruz to understand how a trusted Certified Financial Planner can get you financially well-organised and keep you that way. Advice needs to be practical, transparent and not linked to product sales. Pay for the advice and realise your retirement goals with greater certainty and confidence.

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Managed Money.