Episode 154 30 min

Terence Tobin — Entrepreneur, Financial Planner, Investor

Show notes

On this episode I chat with Terrence about the importance of financial planning.  We talk about when the best time to start your planning is and what to do if you have left this planning a little late.

See a bit more about Terence below,

𝐖𝐡𝐚𝐭 𝐈 𝐝𝐨: Help busy parents secure their children's future through personalised financial planning.
𝐖𝐡𝐨 𝐈 𝐰𝐨𝐫𝐤 𝐰𝐢𝐭𝐡: Mom's, Dad's, Uncles, Aunties, Grandparents who want certainty from their financial planning.
𝐖𝐡𝐲 𝐢𝐭 𝐰𝐨𝐫𝐤𝐬: Having a financial wellbeing plan, provides peace of mind that you will reach your goals through focused planning and coaching sessions with me.
𝐖𝐡𝐚𝐭 𝐦𝐚𝐤𝐞𝐬 𝐦𝐞 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐭: My passion is to help YOU, reach your GOALS. As an indepedent, fee based planner and coach, we create one of a kind solutions just for you.
𝐇𝐨𝐰 𝐢𝐭 𝐰𝐨𝐫𝐤𝐬: We start off with a complimentary 15 minute session, via video call or phone call, to see if we will be a good fit.

 

https://www.terencetobin.co.za/

https://wattsinvolved.co.za/

 

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