Navwealth Integrated Advice - The Complete Picture

17/05/2024 20 min Episodio 13
Navwealth Integrated Advice - The Complete Picture

Listen "Navwealth Integrated Advice - The Complete Picture"

Episode Synopsis

In episode 13 of NavTalk, guest host Jami Prowse leads an insightful discussion with Craig Banning, CEO, Director & Wealth Adviser, and Simon Prowse, Director, Tax, Accounting & Business Advisory Specialist, on the integrated advice approach that defines Navwealth. Join Jami as she delves into recent office developments, uncovering the backstory of Navwealth's formation and the benefits of their strategic merger. Learn why integrating all financial services under one roof can significantly benefit clients, providing a seamless experience for their financial journey. Learn firsthand from Craig and Simon about the advantages of Navwealth's holistic approach and gain a preview of what's next for the company. If you're interested in comprehensive financial services that cover all aspects of your financial life, this episode is a must-listen. Don't forget to subscribe and leave a review if you enjoyed our discussion on integrated financial services and the Navwealth Way. Stay tuned for more insights in our upcoming episodes.