In this episode we cover Goals-Based Investing, from the adviser’s discussions with clients to how fund managers can take on a goals-based approach.
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Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance.
Patricia Garcia LinkedIn
Your Vision Financial Solutions Website
Integrate Finance Website
Dr. Katherine Hunt
Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil.
Dr. Katherine Hunt LinkedIn
Griffith University Profile
Little Phil Website
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