In this episode we cover Goals-Based Investing, from the adviser’s discussions with clients to how fund managers can take on a goals-based approach.
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Patricia Garcia
Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance.
Patricia Garcia LinkedIn
Your Vision Financial Solutions Website
Integrate Finance Website
Dr. Katherine Hunt
Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil.
Dr. Katherine Hunt LinkedIn
Griffith University Profile
Little Phil Website
David Bell
Executive Director at The Conexus Institute
David Bell LinkedIn
The Conexus Institute Website
Dan Miles
Managing Director & Co-Chief Investment Officer at Innova Asset Management
Dan Miles LinkedIn
Innova Asset Management Website
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