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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Why Flourix Wealth’s Rachel O’Connor focuses on advising women
Rachel O’Connor was already an experienced financial adviser when she went through her separation and found herself overwhelmed by it and surprised, given her existing knowledge. It made her realise others would probably go through the same experience, so she started a more direct approach of delivering financial advice to women.
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