11 episodes

Get your insights into how Wealth Management should work. Join James Cruz to understand how a trusted Certified Financial Planner can get you financially well-organised and keep you that way.
Advice needs to be practical, transparent and not linked to product sales. Pay for the advice and realise your retirement goals with greater certainty and confidence.

Managed Money. James Cruz

    • Investing

Get your insights into how Wealth Management should work. Join James Cruz to understand how a trusted Certified Financial Planner can get you financially well-organised and keep you that way.
Advice needs to be practical, transparent and not linked to product sales. Pay for the advice and realise your retirement goals with greater certainty and confidence.

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