Hi Umesh, first things first: What do you like about being a financial planner?
How long have you been in the industry and what changes have you seen during that time?
What does financial wellbeing mean to you?
What’s the most common question you hear from your clients?
Many of us are feeling the pinch of the rising cost of living – what’s your advice on how best to manage these challenges?
Crypto currency – good or bad investment?
If you won the lottery, what would you do with the money?
What do you do for fun?
What’s important to you in life?
How do you look after your personal wellbeing?
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