A good friend of mine is a chartered accountant, heās a young guy, 24, but heās so knowledgeable about finances, saving, investing and just the whole money industry. He recently sorted out my tax return for me. We got together and he did all the lodging and technical stuff while I told him whatever he needed to know and let him access all my accounts etc.
While I was happy enough to let him look at whatever he needed, he kept asking āis this okay, are you comfortable for me to look at your accounts?ā and my response was always āwhatever man, check what you need to check ā itās all good.ā
After we got it all sorted, I asked why he kept asking these questions and he just said, āWell a lot of people arenāt always comfortable to talk about their money.ā