Your very own Personal CFO

Have you ever wondered what it would be like to have your very own CFO? Thanks to technology, this service is no longer exclusively available to ultra high networths.

A personal CFO helps manage your personal situation like a business. Instead of building a business plan, you will have your own personal wealth plan and the support of a qualified team to help you with everything from making financial decisions, lodging your tax and even your adminsitration.

We will be hosting a webinar on the 28th if August to delve into the personal CFO strategy in more detail. To register, just CLICK HERE. As the webinar is run through gotomeeting, you can download the app and watch on your phone or tablet.

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