NEWS
Articles:
Where are the Financial Industry's Opti-Mystics? Financial Planner magazine, April/May 2010
Life is for the Living - Financial Mail October 2009
Barclay Hoar from Chartered Wealth talks with the Financial Mail about Financial Life Planning
Getting to the Right Side of Financial Planning - Financial Planner magazine, Feb/March 2010
Kim Potgieter from Chartered Wealth talks about the importance of applying right-brain thinking to the financial planning process.
Financial Planner of the Year Finalist 2010
We are thrilled to announce that Pat Blamire, one of our financial planners, was a finalist in the Financial Planner of the Year Competition. Pat was recognised at a gala dinner on 26 May 2010. This is a fantastic achievement – congratulations, Pat!
The Competition is aimed at acknowledging excellence in financial planning. The Financial Planner of the Year Award is the highest accolade a financial planner can obtain.
The Competition is aimed at acknowledging excellence in financial planning. The Financial Planner of the Year Award is the highest accolade a financial planner can obtain.
The New Retirementality
If you cannot view this PDF, please download here
