Nov 9, 2016
My guest for this episode of Informed Choice Radio is Craig Palfrey.
Craig is a Certified Financial Planner, Chartered Wealth Manager and a board member of the Institute of Financial Planning.
He started in Financial Services back in 2000 and considers himself extremely fortunate that he’s found his vocation.
Craig is author of The Wealth Secret: Create, Build and Protect Your Future – The Penguin Way.
Setting out eight key principles, Craig and his team at Penguin Wealth in Cardiff have provided provide a step by step methodology for dealing with your finances. The book shows how these principles tie together into one effective plan. A plan that spans all life stages.
In this episode of Informed Choice Radio, I speak to Craig about what prompted him to write the book, whether a savings habit can start in adulthood, the investment fads he has identified as a financial planner, and what investors should look for when choosing a wealth management team.
Welcome to The Wealth Secret with Craig Palfrey, in episode 133 of Informed Choice Radio.
Some questions I ask
-What prompted you to write the book?
-Why has saving for the future become such a lost art?
-Does a savings habit have to start with education at school, or can it be developed later in life?
-What investment fads have you identified as a Financial Planner?
-How can investors find a great wealth management team?
-Is there still a lack of trust, particularly when investors are looking for a Financial Planner for the first time?
Thank you for listening!
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