OTG Capital
OTG Capital
Asset Backed Investment Trust

    Financial Planning Process - Dollars & Making Sense 17 Aug 2021

    17 Aug 2021 09:29:09

    Welcome to our relaunched Dollars & Making Sense weekly radio show with regular contributors Phil Osborne and Phillipa Hunt.  This week in addition to Ray's usual market wrap, we revisit an earlier show with Phil and our discussion about regulation and the financial planning process.  This show seeks to explain why FPs do what they do, and why the process is in place.  A valuable insight if you're considering seeking financial advice from an authorised, registered FP.