The Allied Adviser

#04 Growing with a tech lead process & an ethical offering


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Nathan Fradley, owner and senior adviser at Lime Financial Planning shares his journey into advice and how he is successfully growing and scaling his business. Nathan discusses how technology is creating efficiencies in his business while also enhancing his compliance and we also talk through Nathans new venture in the world of ethical investing.

https://www.limefinancialplanning.com.au/

The Obstacle is the Way, Ryan Holiday: https://www.amazon.com.au/Obstacle-Way-Ryan-Holiday/dp/1591846358
https://www.ethosesg.com/

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The Allied AdviserBy Michael Lawes