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
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.