Please note: This case study is to be read in conjunction with Assyat David’s article, “Determining the right investment structure for clients”, on pp 28-29 of the May 2012 edition of Professional Planner.
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WTL model proven, but tailwinds alone won’t create value: Cullen
WT Financial Group founder and managing director Keith Cullen said the licensee’s business model is now proven, and that it has built the “machinery” needed to convert well-documented industry tailwinds into shareholder value.
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