Welcome to Gretchen’s monthly VLOG, for August!
Each month Gretchen talks about 3 pertinent topics that have come up with Magenta clients.
In August the topics discussed were
Contributing extra funding to a Pension
Money Habits
Magenta’s Client Survey
If you’ve not already completed the survey (sent out via email in August), please do, we’d really appreciate your feedback.
To view, the whole Vlog for August click here https://youtu.be/WH4A_aMAzws
If you’d like to discuss more about Financial Planning with us, book an appointment today via our contact us page
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