Revamped Client Review Process
Posted by
Matt Hale
read ( words)
During 2024 & 2025, you will start to notice some changes in our client review process that will
1) ensure your advice is better tailored to your goals and situation than ever before
2) bring your strategy & product recommendations to life fast than ever before
3) allow us to take you through your strategy changes at your review meeting, not weeks or months later
Matt Hale
Senior Financial Planner, Director
With more than 12 years of experience within the financial planning sector, Matt brings a wealth of
knowledge and experience across a wide range of services...