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Podcast: Ensombl Advice Australia
Episode: Behavioural Investing Series #2
Description: In this episode we cover Goals-Based Investing, from the adviser's discussions with clients to how fund managers can take on a goals-based approach. To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/ Patricia Garcia Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/ Dr. Katherine Hunt Lecturer in Financial Pl...