Holistic advice and why it matters for families: Q&A with Josh Dalton
Congratulations on winning Holistic Adviser of Year QLD at the ifa awards, what do you think set you apart to win this award? Many firms claim to be holistic but stay focused on retirement planning, superannuation and insurance. Our practice genuinely looks at every part of a client’s financial life, including estate planning, property, business planning and entity structuring. We collaborate closely with accountants, lawyers and mortgage brokers so clients receive coordinated advice...
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