Most people view financial advisers as investment managers whose job is primarily to select investments and ensure their clients get a certain level of returns. However, the role of a financial adviser goes far beyond this conventional notion.
We understand that women face unique financial challenges, and we believe that a big part of overcoming these challenges is understanding the beliefs and attitudes we have about money. That's why we're excited to invite you to our Women's Money Coaching Masterclass!
Selecting a financial adviser & feeling overwhelmed by choice? We take you through the essentials, explaining exactly what we do & who we serve at TruWealth.
We respond to Alan Kohler’s podcast, suggesting financial advisors should follow the doctor-patient care model, and explain what financial advisors actually do!