Fit Finance Sessions
Does money confuse you? If so, you're not alone! Our expert team at Chartered Financial Planning firm, Efficient Portfolio, have decided to come together to solve this problem and help answer some of your questions.From the impact of politics, through to the inside tricks of the trade, we host a monthly podcast where you can find out more about how to positively impact your finances, better achieve your goals, and reduce the stress and confusion surrounding your wealth.
Fit Finance Sessions
Discretionary vs Advisory Investment
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Efficient Portfolio
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Season 1
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Episode 4
There are lots of ways to invest your money, but how are these investments best managed and facilitated? On this month's Fit Finance Sessions we bring together Discretionary Investment Managers PortfolioMetrix and Financial Planners Efficient Portfolio to discuss what they have done in the past, what they're doing now and how their clients have found Discretionary Investment Advice vs Advisory Investment Advice.