My first financial adviser meeting: how to actually set goals Jess Gets Investing

Ever wondered what it's like to meet with a financial adviser? Or how they actually help with your finances? Jess had. So in this episode, she has her very first meeting with a financial adviser; Glen Hare from Fox & Hare. We are keeping this series as real as possible - so Jess and Glen's chat is just how a first meeting with an advisor would happen in real life. This recording was the first time the two had met and Glen takes Jess through the same process as any new client. But before she met with Glen, Jess caught up with community member Andrew. He shared how working with a financial advisor changed his money life for the better and gave Jess some tips on how to approach the first meeting. Chapters: 00:00 Jess Faces First Advice Session 05:15 Listener Andrew Shares His Turnaround 10:25 Glen Maps Jess Money Goals 16:25 Super, Insurance And Big Decisions 22:17 Planning For An Unknown Future 28:26 Dream Life By The Water Join our community of beginner investors; sign up to the Get Started Investing newsletter here Share your investing story with us Submit here If you want to get in touch with Glen Hare we can put you in touch here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at , before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

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My first financial adviser meeting: how to actually set goals Jess Gets Investing is an episode from Get Started Investing by Equity Mates Media.

This episode is 32:29 long.

This episode was published on Apr 27, 2026.

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