Who would you refer your mum to?

David Greenslade | Strategi | 01 October 2013

A simple answer you might think. But, when we posed this question to the expert panel at the recent Finology Conference, it quickly became evident that many financial advisers struggle with who they would recommend to guide their mum through her more advanced retirement years, and ensure she is safe and sound both financially and health-wise.

It became evident we want our mums to receive not only the best financial advice but also to work with someone who will watch over her ...