POWER Planning

The Power of Comprehensive Client Information

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By: Carla Brown
Founder and Managing Director
Oakmere Wealth Management Ltd

Discovering what clients may not readily disclose allows us to craft more accurate, relevant, and effective financial plans.

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The most important skill in Financial Planning

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By: Matthew Aitchison
Managing Director
Clear Vision Financial Planning

Is it to do with cashflow modelling? Tax planning or building an amazing investment portfolio? I’d argue that it’s curiosity.

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How can you plan unless you know what you are planning for?

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By: Duncan Parkes
Director
Old Mill Financial Planning

The importance of stablishing objectives is a basic principle of financial planning and is now more paramount than ever before.

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