It was a great opportunity to share the experience I have with working with my clients Tina and Michael and to hear of their experience working with me. Thanks to Professional Planner.
Financial planning is a long-term relationship therefore a friendship is naturally formed, it is far more than just insurance and superannuation.
#financialplanning #bestinterest #financialadvice#financialgoals #goals
Amie advised Tina and her husband to set up an SMSF, but the relationship was cemented when the pair started sharing war stories about balancing the budget while raising kids.
Source: Side by side: friendship forged in advice | Professional Planner
