Navwealth client, Greg Whalley joins NavTalk host, Simon Prowse and Senior Financial Adviser Alistair Mettam. Join us as Simon and Alistair travel interstate to speak with long-term client, Greg, on his experiences with Navwealth. Greg is a self-employed dentist and, along with his wife, was initially referred to Navwealth back in 2012.
Since then, Greg has shared his advice journey with the Navwealth team's help getting clarity on his goals and objectives, structuring his business effectively and developing his retirement plan.
This episode shares the true power of integrated advice and the importance of planning early and working closely with a team that understands what outcomes you are aspiring to.
