As many of us know, investing rarely stands alone. It’s usually part of somebody’s financial plan or financial journey. In this episode Stuart sits down Paul Feeney, founder of Otivo where they discuss the evolving process of financial advice, financial coaching and the personal financial journey. Paul has invested a fair amount of his life helping Australians understand their financial lives and guiding on where they may end up with investing.
So if you if you want to get a perspective of what are some of our latest contemporary techniques for helping people on their financial journey, this is a podcast for you.
Paul has also kindly offered a voucher for introduction to Otivo for listeners of this podcast. To redeem, please use the discount code HIEPODCAST to receive 20% off the subscription price.