ICYWL - Putting a Financial Plan Together With Lighthouse Financial Services

This is a re-release of an earlier podcast that other listeners have found very useful.

Luke sits down with James from Lighthouse financial to understand how they go about financial planning for their clients and the exact process that they take people through as well as some tips and tricks all of us could learn from.

if you want to explore doing some financial planning with your team follow this link: https://lighthousefinancial.co.nz/lighthouse-wealth/

Hey thanks for listening! Please take some form of action from this content, don’t just be a consumer, become a producer! Make sure you’re subscribed to Money Mail via Keepthechange.co.nz to receive our weekly lesson on money and financial literacy. Stay close to us on social media and share this with someone that you think this content will help. Together we can collectively improve the financial literacy of New Zealand - let’s get on with it.

Find us here:

@keepthechange_nz

https://www.keepthechange.co.nz/

Hosted on Acast. See acast.com/privacy for more information.