26 June 2020

What does your ideal weekend look like?

Mark Christie, Carbon Financial's Corporate Director, shares some of the questions he asks during the financial planning process. A financial plan changes as your life as circumstances evolve and Mark begins the process by getting to know what interests his clients have and how they like to spend their weekend. It's all part of getting to know your client and supporting them through the process.

Find out more about Mark's financial planning process here.


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