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

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