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! I am fully booked until the new financial year but very much look forward to working with new clients. Please submit your details and I’ll reach out as soon as openings become available. I appreciate your interest and am excited to speak soon!