Warren Couillault's guest appearances

Warren Couillault

NZ Everyday Investor

Good Returns TV

Elon Musk

Jim Rickards

Chris Smith

Stephen Hart

Darcy Ungaro

Christian Keroles

Willy Woo

Mike Taylor

Tim Warren

David Cunningham

James Shaw

Julian McCormack

Dean Anderson

Tom Hartmann

Tony Alexander

OwlTail

So - less financial advisers, but clearly a better result occurs as a result of financial advice. Digital advice, advice-only advisers, and decentralised finance will help create better outcomes for consumers of financial advice...eventually. Now though, those with smaller sums to invest, often don’t receive the same level of advice or service as those with higher amounts – why? Because in most cases, the fees you pay are a % of the amount that’s being invested on your behalf. There’s a lot of work and compliance costs involved in providing personalised financial advice, so this is why it’s mostly only efficient to provide advice for those who already have wealth, not those who are at the earlier stages of accumulation.  I caught up with today’s guest Warren Couillault, from Hobson Wealth, because I wanted to learn of the innovation that’s occurred and is occurring in the financial advice space. Regulators, industry bodies, wealth managers, KiwiSaver providers, and financial advisers - all have a part to play to ensure financial advice is delivered to more Kiwi's, irrespective of any competing agendas. If anything takes away from this goal, you need to question why, especially considering the outcomes of receiving advice are so positive. _____________________________________________________________ The NZ Everyday Investor is brought to you in partnership with Hatch. Hatch, let's you become a shareholder in the world's biggest companies and funds. We're talking about Apple and Zoom, Vanguard and Blackrock. So, if you're listening in right now and have thought about investing in the US share markets, well, Hatch has given us a special offer just for you... they'll give you a $20 NZD top-up when you make an initial deposit into your Hatch account of $100NZD or more.  Just go to https://hatch.as/NZEverydayInvestor to grab your top up.  __________________________________________________________________ Like what you’ve heard? You can really help with the success of the NZ Everyday Investor by doing the following: 1- Follow the NZ Everyday Investor on Clubhouse. This link also serves as an invite to the platform. 2- Write a review on Facebook, or your favourite podcast player 3- Help support the mission of our show on Patreon by contributing here 4- To catch the live episodes, please ensure you have subscribed to us on Youtube:  5- Sign up to our newsletter here 6-Tell your friends! NZ Everyday Investor is on a mission to increase financial literacy and make investing more accessible for the everyday person! Please ensure that you act independently from any of the content provided in these episodes - it should not be considered personalised financial advice for you. This means, you should either do your own research taking on board a broad range of opinions, or ideally, consult and engage a financial adviser to provide guidance around your specific goals and objectives. If you would like to enquire around working with Darcy (financial adviser), you can schedule in a free 15 min conversation just click on this link ______________________________________________________________________

So - less financial advisers, but clearly a better result occurs as a result of financial advice. Digital advice, advice-only advisers, and decentralised finance will help create better outcomes for consumers of financial advice...eventually. Now though, those with smaller sums to invest, often don’t receive the same level of advice or service as those with higher amounts – why? Because in most cases, the fees you pay are a % of the amount that’s being invested on your behalf. There’s a lot of work and compliance costs involved in providing personalised financial advice, so this is why it’s mostly only efficient to provide advice for those who already have wealth, not those who are at the earlier stages of accumulation.  I caught up with today’s guest Warren Couillault, from <a href="https://www.hobsonwealth.co.nz/" rel="nofollow" target="_blank">Hobson Wealth</a>, because I wanted to learn of the innovation that’s occurred and is occurring in the financial advice space. Regulators, industry bodies, wealth managers, KiwiSaver providers, and financial advisers - all have a part to play to ensure financial advice is delivered to more Kiwi's, irrespective of any competing agendas. If anything takes away from this goal, you need to question why, especially considering the outcomes of receiving advice are so positive. _____________________________________________________________ The NZ Everyday Investor is brought to you in partnership with <a href="https://hatch.as/NZEverydayInvestor" rel="nofollow" target="_blank">Hatch</a>. <a href="https://hatch.as/NZEverydayInvestor" rel="nofollow" target="_blank">Hatch</a>, let's you become a shareholder in the world's biggest companies and funds. We're talking about Apple and Zoom, Vanguard and Blackrock. So, if you're listening in right now and have thought about investing in the US share markets, well, <a href="https://hatch.as/NZEverydayInvestor" rel="nofollow" target="_blank">Hatch </a>has given us a special offer just for you... they'll give you a $20 NZD top-up when you make an initial deposit into your <a href="https://hatch.as/NZEverydayInvestor" rel="nofollow" target="_blank">Hatch </a>account of $100NZD or more.  Just go to <a href="https://hatch.as/NZEverydayInvestor" rel="nofollow" target="_blank">https://hatch.as/NZEverydayInvestor</a> to grab your top up.  __________________________________________________________________ Like what you’ve heard? You can really help with the success of the NZ Everyday Investor by doing the following: 1- <a href="https://www.joinclubhouse.com/join/nz-everyday-investor/CwTBtq9z" rel="nofollow" target="_blank">Follow the NZ Everyday Investor on Clubhouse. This link also serves as an invite to the platform.</a> 2- Write a review on <a href="https://www.facebook.com/TheNZEverydayInvestor/" rel="nofollow" target="_blank">Facebook</a>, or your favourite podcast player 3- Help support the mission of our show on <a href="https://www.patreon.com/Nzeverydayinvestorpodcast" rel="nofollow" target="_blank">Patreon by contributing here</a> 4- To catch the live episodes, please ensure <a href="https://ungaro.co.nz/nzeverydayinvestor/" rel="nofollow" target="_blank">you have subscribed to us on Youtube</a>:  5- <a href="https://ungaro.co.nz/nzeverydayinvestor/" rel="nofollow" target="_blank">Sign up to our newsletter here</a> 6-Tell your friends! NZ Everyday Investor is on a mission to increase financial literacy and make investing more accessible for the everyday person! Please ensure that you act independently from any of the content provided in these episodes - it should not be considered personalised financial advice for you. This means, you should either do your own research taking on board a broad range of opinions, or ideally, consult and engage a financial adviser to provide guidance around your specific goals and objectives. If you would like to enquire around working with Darcy (financial adviser), you can schedule in a free 15 min conversation just <a href="https://calendly.com/ungaro/15min" rel="nofollow" target="_blank">click on this link</a> ______________________________________________________________________

Warren Couillault / Bridging the Advice-Gap / Ep 158