Behavioural Investing Series #2

In this episode we cover Goals-Based Investing, from the adviser's discussions with clients to how fund managers can take on a goals-based approach.

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Patricia Garcia  Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/

Dr. Katherine Hunt  Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt Little Phil Website: https://www.littlephil.org/

David Bell Executive Director at The Conexus Institute David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/ The Conexus Institute Website: https://theconexusinstitute.org.au/

Dan Miles Managing Director & Co-Chief Investment Officer at Innova Asset Management Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/ Innova Asset Management Website: http://www.innovaam.com.au/

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