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