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Medical Professionals – Why We Are Your Best Friend!

30/6/2019

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Medical and health-care professionals – we are your best friend.
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You are brilliant at what you do, but when it comes to the financial nitty gritty, your head goes into a spin. We are more than understanding on how demanding your job is on your schedule. This is exactly why leaving your finances to the experts is a must. 

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Top 5 Crazy Myths About Financial Planning

24/6/2019

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We hear it all the time. Stereotypes about the financial planning world come by the 100s…no 1000s! More often than not, people don’t realise that a financial planner can be a useful asset to any and every stage of their life.
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 “Oh! But working with an adviser is just about spending less than what I am earning.’.

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Is a Financial Adviser Really Worth It?

23/6/2019

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“Okay I need help, but is a financial adviser really worth it?”

You have no idea how often we hear this. Too many to count, that is for sure.  Most people know that a financial adviser will add value, but the question we get asked is if that value can justify the fees.
Short answer – YES!

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    Kora Drage
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  • Home
  • About Us
    • Our Team
  • Services
    • Foundations of Wealth
    • Strategic Growth
    • Business Owners
  • Insights
  • Connect
    • New Client Information
  • Client Links
    • Wealth Portal