A financial plan has to make sense for the person living with it. In this archive interview, Damon Sutherland and I discuss goals, risk and the wider decisions that sit alongside investing.
Watch: 12:58
We also talk about family conversations, passing wealth on and responsible investing. As you watch, consider which part of your life you would want a planning conversation to include. The aim is a clearer question, not a product decision from a video.
Archive interview uploaded in January 2022. Roles, services, products and performance comments reflect the time of recording. This is not a current recommendation or a guarantee of returns.
A question to carry
- What would you want a financial planner to understand about your life?
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