top of page

Pathfinders

Publicยท10 members


๐ŸŽ‰ Exciting Podcast Discussion: The Merits of Separating Financial Advice and Financial Planning ๐ŸŽ‰

Hello Pathfinders! ๐Ÿ‘‹

I'm thrilled to share that I recently joined Amy Austin on the FTAdviser podcast to delve into a topic that's incredibly relevant to us all: the separation of financial advice and financial planning.

๐Ÿค” Why Does This Matter?

We often talk about the 'advice gap'โ€”the challenge many face in accessing traditional financial advice due to cost or lack of substantial assets. This is a pressing issue, especially for our younger, DIY-savvy members.

โœจ The Way Forward: Financial Planning for Everyone

By honing in on financial planning, we can make a meaningful impact on a wider range of people. It's not just about managing investments; it's about holistic life planning, intergenerational wealth, and financial literacy for all ages.

๐Ÿ› ๏ธ How 'Planning My Life' Can Assist

Our very own "Planning My Life" service is designed to democratise and decentralise financial planning. For a modest ยฃ19 per month, you'll have access to an array of planning tools, a supportive community, and expert advice.

www.planningmy.life

๐ŸŒ A Vision Beyond Borders

This isn't just about individual growth. We're committed to a global vision that aligns with broader humanitarian goals, including the alleviation of world poverty.

๐Ÿ‘‡ Join Us in Making a Difference

If you're as passionate about financial education and planning as we are, we invite you to be an active part of our community. Together, we can close the advice gap and make financial planning accessible and empowering for all.

#FinancialPlanning #AdviceGap #DemocratiseFinance #DecentraliseFinance #PlanningMyLife #Lamplighters

๐ŸŽง Listen to the Full Discussion Here:

https://bit.ly/48tCzGU

About

Become a Pathfinder and embark on a journey of self-discover...
bottom of page