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Mo is the Principal Adviser at My Wealth Choice. Mo specialises in tech professionals, and he and James discuss his unique approach to financial planning that focuses on providing clients with more life choices by understanding their specific challenges, leveraging technology, and offering personalised strategies to manage complex financial situations.
Mo Shouman LinkedIn: https://www.linkedin.com/in/mshouman/ My Wealth Choice Website: https://www.mywealthchoice.com.au/ Wealth Bytes Podcast: https://podcasts.apple.com/au/podcast/wealth-bytes-podcast/id1801046929
To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl: https://ensombl.com/go/20250417
Recognise real-world learning as CPD: https://ensombl.com/cpd/
General Disclaimer – https://www.ensombl.com/disclaimer/
Mo is the Principal Adviser at My Wealth Choice. Mo specialises in tech professionals, and he and James discuss his unique approach to financial planning that focuses on providing clients with more life choices by understanding their specific challenges, leveraging technology, and offering personalised strategies to manage complex financial situations.
Mo Shouman LinkedIn: https://www.linkedin.com/in/mshouman/ My Wealth Choice Website: https://www.mywealthchoice.com.au/ Wealth Bytes Podcast: https://podcasts.apple.com/au/podcast/wealth-bytes-podcast/id1801046929
To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl: https://ensombl.com/go/20250417
Recognise real-world learning as CPD: https://ensombl.com/cpd/
General Disclaimer – https://www.ensombl.com/disclaimer/
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