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Financial Services A-Team

How to Build Your A-Team of Financial Advice Professionals

Over the coming weeks in a 6 part mini-series, I’m going to show you how you can build your A-Team of Financial Advice Professionals. We’ll introduce all of the team members you’ll need for success, and take a deeper dive into what each of them does, what they don’t do (or aren’t legally allowed to) – and which professionals you should be asking for advice about which subjects.   Episode 1: Financial Adviser Episode 2: Accountant Episode 3: Mortgage Broker Episode 4: Conveyancer Episode 5: Estate Planning Solicitor Episode 6: Real-Estate Agent   DIY will only get you so far….…
Market Crashes - A Risk or an Opportunity

Market Crashes – A Risk or an Opportunity?

View our September 2022 Webinar below – “Market Crashes – A Risk or an Opportunity”. Where are we now? The best investment strategy over the long term Price and value are not the same thing CHG Investment Philosophy

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