40 min
Dominique Schuh & Halina Roach - What’s the value of advice? Finesse Your Money
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- Business
Round table discussion! In this episode we discuss financial planning and the value of building a team of advisors to support your journey to financial freedom, and whether wealth links to living a meaningful purposeful life.
Dominique Schuh runs a non-aligned financial planning business based in Queensland and has been a financial adviser for the past 10 years. Dom specialises in working with small business owners, including those in the rural community, as well as people wanting to be intentional about their retirement.
Halina Roach is the owner and Family Wealth Advisor at Your Family CFO, a boutique financial planning business in Victoria. Halina has been a financial adviser for the past 14 years. She works with busy professionals who need their own ‘Chief Financial Officer' to focus on their personal finances.
You can reach Dominique on the company website https://www.schuhgroup.com.au/
You can reach Halina on her company website https://www.yourfamilycfo.melbourne/
Website: www.finesseadvisers.com. Email: admin@finessesadvisers.com
The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances.
Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540 AFSL/ACL No. 224543.
Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800.
See omnystudio.com/listener for privacy information.
Hosted on Acast. See acast.com/privacy for more information.
Round table discussion! In this episode we discuss financial planning and the value of building a team of advisors to support your journey to financial freedom, and whether wealth links to living a meaningful purposeful life.
Dominique Schuh runs a non-aligned financial planning business based in Queensland and has been a financial adviser for the past 10 years. Dom specialises in working with small business owners, including those in the rural community, as well as people wanting to be intentional about their retirement.
Halina Roach is the owner and Family Wealth Advisor at Your Family CFO, a boutique financial planning business in Victoria. Halina has been a financial adviser for the past 14 years. She works with busy professionals who need their own ‘Chief Financial Officer' to focus on their personal finances.
You can reach Dominique on the company website https://www.schuhgroup.com.au/
You can reach Halina on her company website https://www.yourfamilycfo.melbourne/
Website: www.finesseadvisers.com. Email: admin@finessesadvisers.com
The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances.
Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540 AFSL/ACL No. 224543.
Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800.
See omnystudio.com/listener for privacy information.
Hosted on Acast. See acast.com/privacy for more information.
40 min