Personal Information
Organización/Lugar de trabajo
Maroochydore, Queensland Australia
Ocupación
Values Based Financial Planner
Sector
Finance / Banking / Insurance
Acerca de
I am a values-based financial planner, passionate about helping people understand and achieve their ideal lifestyle outcomes.I am fascinated by the relationship between what goes on in our minds, and the lifestyle outcomes we are able to achieve.I've built a "Toolbox" of theoretical and practical strategies that my clients implement to take them from where there are to where they want to be. I've also developed innovative ways of delivering them to my clients that are cost-effective, environmentally friendly and convenient. I believe that a long-term mentoring/coaching relationship yields the best results.
Etiquetas
financial planning
value
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Presentaciones
(3)Personal Information
Organización/Lugar de trabajo
Maroochydore, Queensland Australia
Ocupación
Values Based Financial Planner
Sector
Finance / Banking / Insurance
Acerca de
I am a values-based financial planner, passionate about helping people understand and achieve their ideal lifestyle outcomes.I am fascinated by the relationship between what goes on in our minds, and the lifestyle outcomes we are able to achieve.I've built a "Toolbox" of theoretical and practical strategies that my clients implement to take them from where there are to where they want to be. I've also developed innovative ways of delivering them to my clients that are cost-effective, environmentally friendly and convenient. I believe that a long-term mentoring/coaching relationship yields the best results.
Etiquetas
financial planning
value
Ver más