• Value From Beyond the Grave

  • May 19 2023
  • Length: 6 mins
  • Podcast

Value From Beyond the Grave

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  • Summary

  • In this episode, I share a meaningful experience while working with, John, to navigate and consolidate his late mother's intricate estate. I highlight the critical importance of thorough record-keeping and estate planning, while underlining the comforting role a financial advisor can play during emotionally taxing times.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.