Insights from the Smart Financial team
Our five-part series of podcasts supporting Financial Planning Week with a look at the financial planning process, finishes today. In our fifth podcast of the week, Smart Financial CEO Steve Martin talks to Andrew Neligan, CFP with Informed Choice about the final stage of the process. Listen to Steve and Andrew talk about what you can expect at this meeting, commonly referred … Read More
We’re delighted to be supporting Financial Planning Week, with a five-part series of podcasts based on the five stages of financial planning, to really open up the process and be transparent about what clients can expect. In our third podcast this week, Smart Financial CEO Steve Martin talks to Certified Financial Planner and founder of Navigator FP, David Crozier. The third step in the … Read More
Running your own business can be empowering and liberating, and if you work with family, the sense of shared achievement can be wonderful. Where things can get more difficult, is when it comes to thinking about your exit. If you want to transition ownership to family, the exit planning process may carry additional pitfalls. Communicate, Communicate, Communicate You’ve got a … Read More
This month, we’ve got an interesting look at redefining retirement in our Ask Smart Financial blog series, where Smart Financial CEO Steve Martin or COO Dr Mark Todman answer your financial planning questions. Remember Mark or Steve could be answering your question next month. Simply tweet us using the hashtag #AskSmartFinancial or email us and we could be answering your … Read More
