Jane Smith Financial Planning Limited’s Post

Thank you Sarah Elson for tagging me in your post Continuing the trend I am also calling upon the many outstanding financial planners who are #ChangingLives to SHARE YOUR WORK. Let’s show the world the power of proper financial planning and the positive impact that it has on our client lives. I've also tagged *at least five planners I know who do life changing work - and I challenge them to join me by: 👉 Uploading a screenshot of your own client feedback 👉 Using the hashtags #changinglives & #boossttheprofession 👉 Tagging up to five other independent financial planners who you admire and know change lives on a regular basis. 👉 Copying the text between these lines into your own post as instructions for those you tag to do the same as a chain reaction. Let's show our impact! 👉 Nominated more than once! You are good…. Keep sharing your work #changinglives #boossttheprofession #financialplanning Keri Carter CFP Pete Matthew Matthew Aitchison - Chartered Financial Planner Helena Wardle Jenny Madhoo FPFS

🎥 Meet the Experts! 💼✨ Get to know a little more about Rob Gibbens, a Financial Planner at de Mellow & Co... #MeetTheAdvisers #FinancialPlanning

Happy Friday from Moran Wealth Management. We're 1 week into the Summer Holidays, although the weather seems to be disagreeing! 🌧️ We're glad to have Director, Nicola Crosbie and our Business Strategist, Emma Thomson back in the office after their well-earned break! ✨ Considering it's summer, there couldn't be a better time to schedule your financial review meeting with Nicola Crosbie. Let's make the most of this season. 💛 #FinancialPlanning #SummerReview

At Haddam Road Advisors, we approach financial planning with precision and care. Over the course of a few blog posts, I'll be diving deep into the "why," "what," and "how" behind financial planning and portfolio management... https://hubs.ly/Q02RS5xm0

Saturday Silly's 🤣 Did you hear about the accountant who couldn't function without their calculator? They always felt like they were missing a "plus" in life! 📈💸 Let's add a little laughter to our financial planning journey! Remember, a good sense of humor is always a valuable asset, even in the world of numbers! 💰😂 #FinancialHumor #LaughsAndInvestments #FunnyFinance #EasternPlanning #FinancialPlanning

Saturday Silly's 🤣 Did you hear about the accountant who couldn't function without their calculator? They always felt like they were missing a "plus" in life! 📈💸 Let's add a little laughter to our financial planning journey! Remember, a good sense of humor is always a valuable asset, even in the world of numbers! 💰😂 #FinancialHumor #LaughsAndInvestments #FunnyFinance #EasternPlanning #FinancialPlanning

Money matters made simple!  A big shoutout to Devjith Cholapurath for sharing his expertise on financial management with the team. His insights and practical tips empowered us to make smarter financial decisions. Thank you for an informative session, Devjith! #knowledgetransfer #KnowledgeTransfer #knowledgetransferred #moneymanagement #moneymanagementtips #moneymanagementskills

In today's financial landscape, personalisation isn't just a preference—it's a necessity. At Finchley & Kent, we understand that each client's #financial #goals and circumstances are unique, which is why we champion the trend toward customised financial products. Our commitment is to empower our #advisers with advanced data analytics tools that enable them to tailor financial offerings precisely to individual client needs. Leveraging the latest in data analytics, our advisers can dissect vast amounts of financial data to identify patterns and insights that apply specifically to each client. This capability allows you to develop financial solutions that are not only aligned with your clients' financial goals but also adapt to their changing life circumstances, ensuring relevance and efficacy. The ability to customise extends across our product offerings, from #investment portfolios to retirement plans, ensuring that each client recommendation is as unique as the client themselves. This approach not only enhances client satisfaction and trust but also positions our advisers as pivotal in their clients' financial well-being. Join Finchley & Kent, where personalisation meets sophistication in #financial #advising. Discover how our cutting-edge tools and committed support can enhance your ability to offer tailored financial solutions that truly resonate with your clients. Visit our website www.finchleyandkent.com.au to learn more about joining our team and transforming your approach to financial advice. Together, let's redefine financial planning for the modern client. #dealergroup #finchleyandkent #financialadvisers #financialplanners

Say goodbye to stress and hello to more free time! 🌟 Hire Peter Maneri CPA to streamline your financial processes, ensuring accuracy and efficiency. 💼✨ With Peter on board, you can focus on what you love, while he takes care of the numbers game. 🚀💰 #FinancialFreedom #BusinessSuccess #PeterManeriCPA #TimeToThrive 🌈

Congrats to my cousin on speaking at the panel this morning! Your insights and experience with starting your Financial Planning Practice are so valuable. It's great to see how you're helping others succeed in the industry. Keep up the fantastic work! If you have any questions about financial planning please feel free to reach out to Robert DelSordi, MBA