http://nomorepractice.com.au/video/no-more-practice-and-agba-roundtable-event
Goals Based Investing is a simple, rational approach to building portfolios that specifically targets meeting known needs.
Jamie Williamson with the IFA, writes "financial advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance."
With reference...
There are many methods of building an investment strategy designed to meet an investor’s future needs.
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