Introduction to Attain Wealth Management
The history of the founders and how the business is driven towards providing clients with an expert level of service, so that clients are able to satisfy their objectives and fulfil their financial plans.
Portfolios & Markets
An insightful discussion between the founders regarding their strategy for managing portfolios on behalf of clients and market performance.
Holistic & Cashflow Planning
The founders explain the methodology behind holistic financial planning and how cashflow planning can help clients achieve their financial goals.
Providing advice to clients during turbulent times
In light of COVID and the recent US Election, our founders share their thoughts regarding how they use their combined 50 years’ experience to support clients.