Navigating the World of Financial Planners: How to Find a Tech-Savvy Partner

Today Warren Ingram invites repeat guest, Rory Brachner, Founder & MD at DoshGuide speak about the world of financial planning through technology. Learn how DoshGuide can help you reach financial freedom through planning a framework, understanding your goals and being transparent- advice without the fluff.

Questions/ Topics: 

  1. What does the financial advice process look like, where do you start?
  2. The framework of financial planning
  3. The importance of research & discovery
  4. What does holistic financial planning mean?
  5. Why transparency is key

Have a question for Warren? Don’t forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

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