A financial planner by profession, a father of two and a process and design nut. Passionate about helping professional services firms improve their client engagement processes through innovative digital strategies and development.

A family sitting on the couch - Wealth Connexion blog image

Who gets what

‘Who gets what’ can take time to work through. A good way is to develop a ‘plain English’ explanation and then discuss it with those who can advise you at arm’s length, such as your family and your professional advisers.