Paraplanning plays a crucial role in helping clients achieve their goals and financial freedom, yet many don’t fully understand the process behind it.
In this episode of Cash Talk, Multi-Award-Winning Australian Wealth Adviser John Cachia is joined by Paraplanner Eva Homsi to explore and shed light on the paraplanning process.
Together, they break down how financial plans and strategies are crafted to align with each client’s goals, giving them the highest certainty of it coming to fruition.
From understanding what a paraplanner does, to the detailed effort involved in developing effective financial plans, John and Eva share an insight into the importance of personalised strategies for living a fulfilling life.
Enjoyed this episode and want to hear more?
Follow John on Instagram: Instagram (@thejohncachia)
Follow Thriving Wealth on Instagram: Instagram (@thriving.wealth)
Have a question you'd like answered?
Reach out to us via our Instagram pages above.
