Gugu is the Director, Co-founder and Wealth Manager at Wealth Creed. She talks with Louis about her journey to becoming an adviser, starting her own advice practice, financial literacy and how she educates clients to have better conversations around money.
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn.
Asset-Map. Deliver advice, faster.
Visit Allan Gray to learn how we build long-term wealth for clients.
You can get a transcript of this podcast