Info Gap Radio by Terence Tobin

On this episode, I was asked by a Twitter Follower "Hi, indicate when would a trust be required and associated costs plus process. Estates - what is the process and roles and responsibilities of an executor so that you can choose your executor wisely."

Send your questions to me via @terencetobin on Twitter

Hope you enjoy.

On this episode, I was asked by a Twitter Follower "Hi, indicate when would a trust be required and associated costs plus process. Estates - what is the process and roles and responsibilities of an executor so that you can choose your executor wisely."

Send your questions to me via @terencetobin on Twitter

Hope you enjoy.

September is Wills month for Rich Ideas.  Recently I presented to staff at a company, as part of their wellness day.

Here is the recording from that session.

If you would like to discuss your will and estate planning - leave your details here - https://linktr.ee/terencetobin

September is Wills month for Rich Ideas.  Recently I presented to staff at a company, as part of their wellness day.

Here is the recording from that session.

If you would like to discuss your will and estate planning - leave your details here - https://linktr.ee/terencetobin

Africa from Talk Radio 702 speaks to Family Focused Financial Planner, Terence Tobin on whether partners should fully disclose their assets, liabilities, and credit reports to each other before marriage

Africa from Talk Radio 702 speaks to Family Focused Financial Planner, Terence Tobin on whether partners should fully disclose their assets, liabilities, and credit reports to each other before marriage

Recently, I was interviewed on the Easy Does It Podcast....

It's about time that we start talking to and about financial advisors and planners in order to strip away some of the traditional notions we hold about money.

With the help of Terence Tobin, an independent financial planner, we compare and contrast between the different shades of advisors and planners that could guide you through your financial journey.

In this episode Terence differentiates how fees are typically applied between planners and advisors, as well which side is more inclined to push specific products to its clientele. The man even shares tips on how to identify scammers!

Do not miss out on the practical insights shared in this instalment of Easy Does It.

Press play and share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities and @terencetobin or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

Recently, I was interviewed on the Easy Does It Podcast....

It's about time that we start talking to and about financial advisors and planners in order to strip away some of the traditional notions we hold about money.

With the help of Terence Tobin, an independent financial planner, we compare and contrast between the different shades of advisors and planners that could guide you through your financial journey.

In this episode Terence differentiates how fees are typically applied between planners and advisors, as well which side is more inclined to push specific products to its clientele. The man even shares tips on how to identify scammers!

Do not miss out on the practical insights shared in this instalment of Easy Does It.

Press play and share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities and @terencetobin or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

This podcast special has been recorded by Cayleigh, who is part of our client support team.

She is in her 20's and has learnt so much about investments, money management and financial planning since she has started working with.

Let me know your toughts, comments and questions via [email protected]

This podcast special has been recorded by Cayleigh, who is part of our client support team.

She is in her 20's and has learnt so much about investments, money management and financial planning since she has started working with.

Let me know your toughts, comments and questions via [email protected]