#3 Navigating finance: From unethical practices to wealth management, estate planning, and real estate investing

25/03/2024 32 min Episodio 3

Listen "#3 Navigating finance: From unethical practices to wealth management, estate planning, and real estate investing"

Episode Synopsis

Anash Parayil chats with Peter, about his industry journey, financial literacy, and common wealth management pitfalls. They explore estate and business planning, the role of insurance, and the need for regular document updates. Peter reveals his client-centric approach and the necessity of early real estate planning.

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