In this episode, James speaks with Lee Forde from Plan to Plan Financial Planning. Lee discusses his extensive …
Manisha is a Financial Adviser at Ultimum Financial. She and James discuss her journey from Kenya to Australia, …
Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct …
Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for …
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James …
Shannon is a Financial Adviser at Fox & Hare Financial Advice. He and James discuss his recent move …