Jul 19, 2022
Tim Henry is a financial adviser and owner of Aspire Planning -
located in Cheltenham VIC. Aspire Planning has tried to “change-up”
the way that financial advice is delivered. This starts with a
strong focus on helping their clients develop a Life Vision that is
then supported by a Financial Plan.
In this episode,...
Jul 5, 2022
In this episode, Amanda Cassar from Wealth Planning Partners
chats with Jenny Pearse about the transitions that she has
experienced as a financial adviser and business owner. From being
someone’s succession plan to what it means to create your own
succession plan.
Amanda shares her story about building her core brands...