Lighthouse Financial Advisers Townsville and Maria Pandalai from TravelManagers have teamed up to provide you with the information that you need to start planning for your dream holiday.
Whenever we meet with someone for the first time, our first appointment is predominantly spent discussing their goals, objectives, and priorities. While some people know their financial goals, many people don’t. In addition to this, we also find that sometimes people think they have clear financial planning goals, when in reality they have what could be more accurately called a ‘wish’ or a ‘dream’.
Dallas Davison, Michael Hogue and Ali Hogue.