Guiding You On Your Financial Life Journey
The latest episode of the AIBF Business Talk podcast featured our very own Business All-Star Adrian Godwin! He spoke about the important steps of a personal financial life journey, and how it isn’t as daunting as it may seem.
Whatever stage of your financial path you are at, from mortgages to pensions, and everything in between; Adrian and the all team at Oaktree Financial Services have you covered.
Adrian speaks about how the Oaktree team take a real personal approach – in addition to advising about an individual financial topic such as a mortgage, a full financial plan can be created and assist you with your financial goals.
Adrian dove into the topic of pensions advising the importance of keeping it simple, stating a very small amount on a monthly basis – can make a huge difference in the long term.
Adrian’s also deep dives into company financial wellbeing offering the following tips:
1️⃣From a company perspective, know where your money is coming from and going too.
2️⃣Have a good overall financial view – understand the options that are available to you.
3️⃣Make sure you have an exit plan.
Give a listen to this Podcast today for some insightful financial planning tips and advice.
Adrian Godwin is a Senior Financial Consultant and the co-founder and managing director of Oaktree Financial Services. With a background in accounting and tax advising, Adrian specialises in estate planning and wealth management.Adrian offers clients reassurance through best practice solutions. His unique skill set and qualifications enable clients to develop comprehensive life plans that align with their goals.
