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Please don’t be shy. This is your chance to get free financial advice from a Certified Financial Planner without the sales pressure? Names are never published.
My personal guarantee is that you will not be hassled (you should be suspicious and might be thinking that I am prospecting for new clients. Please take the time to read FAQ/Why free.)
Perhaps you have a question about personal finance or another topic like investing or super. Maybe you just need a strategy or two on saving money, retirement, taxes, wills and estate planning or just want a second opinion.
I receive quite a few emails from people who want to share their good, or bad experiences with the financial services industry, especially the banks, financial planners, accountants, mortgage brokers, super funds etc. Please share your experiences as you will be helping thousands of others who use this site.
I thoroughly enjoy receiving questions and strive to get back to you as quickly as possible. In case you are wondering, I am the only one who pounds away on the keyboard. On occasions I take short breaks, and it may take a few weeks for me to get to your question. There are also times when I am bombarded with so many questions that it is not humanly possible for me to answer them all,. As a guide, if you have not received a response within 20 working days, you should write to me again. You will have noticed that I have already answered hundreds of questions and suggest you search through my website for responses that may answer your query. A word of warning… make sure they are recent as things change, particularly post Federal Budget time.
I know disclaimers are everywhere, but it is very important that you understand that in preparing any advice, I have not taken into account your particular objectives, financial situation or needs.
Investors and individuals who have sought advice from this website should, before acting on the information, consider its appropriateness having regard to their personal objectives, financial situation or needs.
I always recommend you should obtain financial advice specific to your situation before making any financial, investment or insurance decision from a qualified financial planner or relevant professional.
Basically, you may need to make an appointment to see an expert and have a very detailed discussion that covers every aspect of your personal and financial life. So now that I have that out of the way, I look forward to receiving your question (and the challenge of answering!).
Remember this is a free service. We would be chuffed if you made the effort to tell all your friends, family and your work mates about www.askjosiekay.com.au. Don’t forget to register your email address in order to receive our weekly newsletter with some great money saving tips.
Thanks for your visiting and wishing you happy money organisation.
Cheers
Josie Kay, Co-host of the national radio show ‘Money Matters’
In case you are wondering. Josie Kay is an authorised representative of Professional Investment Services, ABN 11074 608 558, an Australian Financial Services Licensee No. 234951.
ps. Can’t think of question? Please share your money saving tips. Times are tough and Australia needs your help.
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