Produced By: Ensombl
In this episode, Tanya speaks with Suzanne Haddan, Managing Director and Representative at BFG Financial Services. They continue the conversation on retirement planning in Australia, including the impact of the cost of living crisis, home ownership trends, balancing family support with personal financial needs, the importance of early engagement with clients, and the barriers to seeking financial advice.
Accreditation Points Allocation:
Technical Competence 0.4
Client Care and Practice 0.3
Regulatory Compliance and Consumer Protection 0.1
Professionalism and Ethics 0.1