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We are a financial planning firm located in Melbourne. We are using this podcast as a channel to showcase what we provide to clients and to enlighten listeners in what we could potentially do for them. Like more information contact the office 03 9111 2675
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Wednesday Oct 21, 2020
Wednesday Oct 21, 2020
In today’s podcast, Jamie chats with Matt and Lucy from our Sydney office about Lucy’s first month in the role. Lucy goes through the expected and unexpected parts of financial advice, what she loves about the industry so far and her passion for getting people excited about their finances. Matt discusses all things behavioural finance and concludes that financial advice is a lot less daunting than it seems.
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