April 13, 2022

Delivering Cost-Effective Advice with an Entrepreneurial Mindset #2


Delivering Cost-Effective Advice with an Entrepreneurial Mindset

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In this second instalment we take a deep dive into mindset with Adele Martin. Adele created “The Money Mentor”, which helps prospective clients prepare themselves for an ongoing advice relationship with a financial adviser.

Find out how HUB24 is empowering advisers to deliver better financial futures

Adele Martin
Certified Financial Planner, Managing Director of Firefly Wealth and Founder of My Money Buddy
Adele Martin XY
Adele Martin Website

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DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.