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Key Topics Covered:
1. Why Building Wealth Needs an End Goal
Why accumulating property and growing a business should be part of a wider long-term plan.How thinking about the end goal can help investors make decisions today that support their future objectives.Why wealth creation should consider the next stage of the journey, rather t...Key Topics Covered:
1. From MS to Building Property Powwow
How Katie's experience with MS and major life changes shaped the way she works, thinks and builds her business.Why helping people became such an important part of Katie's journey and the foundation of Property Powwow.2. People First, Property Secon...
1. Why Families Need a Joined-Up Wealth Plan
Why financial decisions are often made separately, with different advisers, products and strategies operating in isolation.How the Family WealthFortress brings different areas of family wealth planning together in one coordinated plan.Why Kevin believes the worst thing you can do once you understand your potenti...