Day15 of BiG’s 30 Day Bucket List Investing Challenge


How to choose a financial adviser you can trust
Part 5
Less regulated advisers

Today let’s look at investment ‘experts’ who aren’t licensed financial planners, nor who BiG calls analysts and commentators, but still advise on how to invest your time and money.
Advice on building wealth, a business, or investing in real estate, shares commodities, gold, foreign currencies and more.
Gurus too, who promise to help you find meaning in your life, build the right mindset, set goals, mentors, coaches and more.

In the Challenge you’ve learnt:

  • how to assess your current financial position
  • goal setting and bucket lists tips, tools and hacks
  • investing choices and strategies, and
  • how to find financial advisers and resources in the finance and investment industries
  • how to find investment analysts and commentators who can put you on paths that are more focussed and strategic, whether you’re:
    • Interested in finance, business, superannuation or the stock market
      Analysts and guru cops such as: ASIC’s MoneySmart, Alan Kohler, Scott Pape, Paul Clithero, Robert Gottliebsen, Noel Whittaker, Warren Buffet, Mark Bouris, Phil Ruthven, Bernard Salt and many others – who help by educating, commenting or analysing data.
    • Interested in property investing
      Analysts and guru cops such as: ASIC’s MoneySmart, Real, Margaret Lomas, Monique Wakelin, Peter Koulizos, ‘Real estate investment info Australia’ and many others. So that rather than aimlessly devouring weekend real estate sections, articles, magazines or websites, forums and blogs, you can stop wasting precious time and search with more direction and focus.

But while you’re searching online for lifestyle, money, business and investing tips or help, you’ll come across other ‘experts’ – that BiG calls ‘Gurus’.
Often they’re not qualified in financial analysis, education or psychology, but they claim that by using their products or services, you’re guaranteed to change your life and get the life of your dreams.
Often they denigrate ‘experts’ and formal qualifications, proud of their tough upbringing and self made success. Claiming that their knowledge, experience and success mean that only they can understand and help you.

Money can’t buy you love, happiness etc

Say lots of people

…but it can give you financial independence, more flexibility and lifestyle choices – become financially independent and retire early (FIRE), work less, change the world…

The clearer you are on what you’re searching for (in life and online), the better your results will be.
Have you thought about where you’re at in life, money and investing? Do you have to, or want to:

  • learn about money – managing and investing it
  • teach your kids about money – managing and investing it
  • buy a home
  • change careers
  • set up a plan to retire early
  • start investing
  • review your investments
  • get a better handle on your superannuation
  • start your own SMSF

Over 30 years ago while I was asking these questions and looking for investing help, before the internet was popular, or even invented – options were limited to infomercials, books, seminars, or accountants.

But NOW – just do a search and a ‘guru’ will appear.

BEWARE – many are master marketers and before you know it they’ll have your email address and you’ll be a subscriber. Usually free at first, then groomed to paid or a membership.

Don’t waste your precious time with spam or junk emails, or from gurus or those who might not have the best investment advice available, or for you and your circumstances.

My inbox overflows daily with hundreds of emails from the analysts, commentators and ‘Gurus’– so yours doesn’t!
I sort through them, list them, show you their claims and rate as many as possible, so you can decide more quickly and easily whether or not you’re interested in them. 

Your task/s:

Take a look at who BiG calls Gurus in finance and investing in wealth creationbusinesspropertyshares and you.

Love to get your feedback. Email me or leave a comment (below) on any experts you use, anyone listed or not.

I’d be delighted if you find BiG and my work helpful, and share it with friends, family and others who want to grow their life, money and investing skills.

All the very best with yours.


What’s up next?:

Week 3 of the Challenge: Who are the best investment gurus?
Day 16  Who are the best investment gurus?  Avoid some Gurus
Day 17  Who are the best investment gurus?  Find a Guru
Day 18  Who are the best investment gurus?  Rate a Guru
Day 19 Who are the best investment gurus?  Choose a Guru

Week 4 – Time to invest – just do it!

Our journey so far on BiG’s 30 Day Bucket List Investing Challenge:
Day 1 – Take over your life, before it overtakes you
Day 2 – Where the Hell Are You? Assessing your current financial situation
Day 3 – The Lazy Investor’s Way to Set Goals
Day 4 – Spoilt for Choice! The Many Types of Investments and Strategies Available to You – the Investor!
Day 5 – Who Can You Turn to for Investing Help? People and ‘Players’ in the Investment Industry
Days 6 – 8  Rest, Review and Reflect
Day 9 – How to choose a financial adviser and advice you can trust. Part 1 – Financial planners
Day 10 – Part 2 – Rate the Raters! Investing Rating sites, Top 10 …, Best …
Day 11 – Part 3 – The Investing Information Tsunami! Media, Books, Magazines, Websites, Blogs, Podcasts, Webinars …
Day 12 – Part 4 – Less Regulated Advisers – Analysts and Commentators
Days 13 – 14  Rest, Review and Reflect

BiG educates visitors about individuals and organisations in the finance and investing industries who can provide personal financial advice. Our information and comments are general in nature and opinion only, and do not take into account your personal financial circumstances. Any claims or comments made by third parties referenced on BiG are theirs alone and not endorsed, adopted or otherwise approved by Andrea or BiG.

Get your own independent financial advice tailored to your specific needs before taking any financial or investing action.

Conduct your own independent research on ‘gurus’ or other experts. Any hyperlinks to or quotes from any third parties are provided for reference only, their comments or opinions aren’t endorsed, adopted, or otherwise approved by BiG.

If you disagree with or dispute any of the content or materials referenced by BiG, contact us to share your concerns. We welcome feedback.

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