Financial Planning Process

Dollars and Making Sense
16/08/2021 47 min Temporada 2 Episodio 2

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Episode Synopsis

Welcome to our relaunched Dollars & Making Sense weekly radio show with regular contributors Phil Osborne and Phillipa Hunt.  This week in addition to Ray's usual market wrap, we revisit an earlier show with Phil and our discussion about regulation and the financial planning process.  This show seeks to explain why Financial Planners do what they do, and why the process is in place.  A valuable insight if you're considering seeking financial advice from an authorised, registered FP.
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