Welcome to Gretchen’s monthly VLOG, for July!
Each month Gretchen talks about 3 pertinent topics that have come up with Magenta clients.
In July the topics discussed were
Trust Registration Requirements
Cash Rates
Gretchen’s recent award for Financial Adviser of the Year – Wales
To view, the whole Vlog for July 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
We’d love to hear from you!