Enjoy yourself!

The world of financial planning can be complex and technical. It’s sometimes easy to lose sight of why having a financial plan is so important!

We recently came across this amazing video of Doris Day, singing in the 1950’s and felt it was an apt reminder of what we’re trying to achieve in the Expert Wealth family. Have a look!

Written on June 5th, 2019 & listed in , , .

Jonathan

About the Author

Jon is a highly qualified and experienced Chartered Financial Planner and Certified Financial Planner with over 27 years’ experience. He loves working with clients who are passionate about getting the most out of life and feels his job is to support them living life to the fullest. Read more from Jonathan...
This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.
Please convey our thanks to Jonathan for his diligent attention to our needs and the way he was able to answer all our questions. Graham & Marian Hall
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