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

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Property Investing Roadmap
Property expert Damian Collins explores strategies for building your property portfolio.

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