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Reccobiz Business Bites - Member spotlight Andy Degiorgio - Penrose Wealth Management
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Manage episode 407433386 series 3560152
Innhold levert av Camilla Medcalf. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Camilla Medcalf eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Contrary to popular belief financial and wealth planning isn’t for the rich, in fact the less money you have the greater the reason to do it.
A financial advisor will talk to you about your financial goals, buying a house, going on the trip of a lifetime, retirement etc and help you work towards them in the easiest, most tax efficient and quickest way.
Financial advisors are armed with the skills and knowledge we don’t have, and it costs nothing to talk to one.
In this podcast we hear how Andy Degiorgio helps his clients achieve their financial goals and protect themselves and their families from the unforeseen challenges life throws at them.
He specialises in advising professionals, businesses, and business owners,
If you are wondering or worrying about any element of your finances, I would recommend speaking to a financial advisor like Andy.
25 episoder
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