Suncorp’s *Life X Group* wanted to dive into the question: “What does a financial planner really do?” It was such a fun experience building this presentation and covering all the diverse aspects of financial planning. From cash flow management to long-term investments, we explored the holistic approach a financial planner takes to help clients achieve their goals and truly understand their money. It was a fantastic opportunity to share how financial planners can make a real difference in people’s lives!
Thank you for your interest!
Unfortunately my Books are currently full and I am not taking any new clients for the next 12 months (September 2026)