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Goals Based Advice Podcast

Jan 30, 2020

Many people tend to assume that building wealth for the future means having to sacrifice their happiness now. Fortunately, with the right advice it is possible to strike a balance between future goals and current lifestyle.

In today's episode, we have former lawyer turned Bounce Financial's founder, Ben Brett....

Jan 24, 2020

We all have a specific goal in mind we aim to achieve. It is the whole point of why we do what we do. And that is why we have business planning processes to help us prepare and work towards accomplishing our goals. Now, the question is: Is your planning process effectively steering you in the right direction?

We're back...

Jan 20, 2020

The Statement of Advice or SOA is a document that outlines recommendations of a financial planner or adviser to a client. Consumers need to understand the processes involved in their finances to make informed decisions. Thus, financial service providers should aim to make this part of the advice process more efficient.

Jan 15, 2020

Planning a goals based retirement well is essential to ensure that, after your clients work hard for most of their lives, they are able to achieve their post retirement goals. The role of a retirement coach is to provide clients with the most effective approach in retirement planning.

In today’s episode,...

Jan 10, 2020

In this episode, we chat with US Adviser Luna Jaffe. Luna is not your normal financial planner, she combines her background in art and physiotherapy to uncover her client's emotional side of money.

You can hear our conversation with Luna (see links below) and while you’re at it, why not subscribe to hear our...