August 31, 2021

Client Values and Goals #6


Client Values and Goals

Share :


In this final installment we talk about the review process and how to transition clients to a goals-based world.

To find out more about AstuteWheel and to register to attend a live demonstration webinar.

Naomi Rosenthal
Director at Professional Wealth Services
Naomi Rosenthal LinkedIn
Professional Wealth Services Website

Craig Buntain
Owner and Senior Financial Planner at CFL Financial Planning
Craig Buntain XY
CFL Financial Planning Website

Cate Americano
Founder, Director and CEO of Inspiration Cafe
Cate Americano LinkedIn
Inspiration Cafe Website

Tim Henry
Financial Advisor and Owner at Aspire Planning
Tim Henry XY
Aspire Planning Website

Michael Topper
Co-Founder and Director at Astute Wheel
Michael Topper LinkedIn
Astute Wheel Website

Join the XY platform:
App Store
Google Play

Listen to the podcast on the links below or on your favourite platform

You can get a transcript of this podcast

General disclaimer for this podcast and all XY Education podcasts

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.