Sign up to save your podcasts
Or
Share Goals based advice: Its not all about returns
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Goals based advice: Its not all about returns
Join us as we break down the essence of goals-based advice, why setting personal goals matters, and how this method offers a holistic approach to financial well-being.
We'll also explore the limitations of return-focused approaches and explain why they fall short in today's dynamic financial landscape.
Tune in for expert insights on crafting a financial journey that not only aims for impressive returns but also centers around achieving your most meaningful life goals.
Remember, it's not just about the numbers; it's about crafting a financial path that resonates with you!
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
View all episodes
By Consortium Private WealthJoin us as we break down the essence of goals-based advice, why setting personal goals matters, and how this method offers a holistic approach to financial well-being.
We'll also explore the limitations of return-focused approaches and explain why they fall short in today's dynamic financial landscape.
Tune in for expert insights on crafting a financial journey that not only aims for impressive returns but also centers around achieving your most meaningful life goals.
Remember, it's not just about the numbers; it's about crafting a financial path that resonates with you!
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.