Adviser 3.0: The Podcast

Ep 26 - Tina Weeks has an eye-opening discussion with Abraham, filling him in on what sparked her passion for life planning, maximising outcomes and performance and much more!

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Tina has an eye-opening discussion with Abraham, filling him in on:

  • How she got into the industry and what sparked her passion for life planning
  • Where Serenity Financial Planning is today - team, clients, AUM etc.
  • How she managed the business while going through chemotherapy
  • Unpacking the details on helping to maximise outcomes and performance when it comes to advising clients
  • Tina’s approach to saving for retirement
    • ...more
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    Adviser 3.0: The PodcastBy Abraham Okusanya

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