Listen up folks! Join Andy Fenton as he shares essential planning and goal-setting tips for wealth and property success. Learn about the four key planning times: January for goal setting, April for tax planning, July for investment reviews, and October for progress checks. Track your progress, adjust your strategies, and stay organised. Let’s Wealth Coffee Chat!
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WCC 680: Getting Your Planning Rhythm Set For 2025
July 8, 2024
Jason Whitton
Wealth Coffee Chats
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