Why people don’t see a financial adviser with Helen Nan

Why people don’t see a financial adviser with Helen Nan

Joining me today is Helen Nan.

Helen has been a financial adviser since 2011, helping hundreds of clients achieve their lifestyle goals and aspirations.

She is passionate about providing clear and straightforward guidance, demystifying the planning process, and helping you make the best decisions for your life, regardless of what stage you are at in your journey.  Helen is a Certified Financial Planner and lives in Brisbane, Australia.

On today’s show, Helen will share:

  • Her journey to become a financial adviser
  • Why people don’t see a financial adviser

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