#68 Kirsty Scully

2022-12-07

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Kirsty is a Certified Financial Planner at Core Wealth Advisory Services. She joins Louis to talk about the goal setting process, and how she approaches managing client spending and debt. Kirsty Scully LinkedIn: https://www.linkedin.com/in/kirsty-scully-cfp%C2%AE-0870ba8/Core Wealth Website: https://corewealth.co.za/ For more information on PortfolioMetrix reach out to our team, or visit our website: https://www.portfoliometrix.com/en-za/ Commspace: To see what the leading financial adviser revenue...

Kirsty is a Certified Financial Planner at Core Wealth Advisory Services. She joins Louis to talk about the goal setting process, and how she approaches managing client spending and debt.

Kirsty Scully LinkedIn: https://www.linkedin.com/in/kirsty-scully-cfp%C2%AE-0870ba8/
Core Wealth Website: https://corewealth.co.za/

For more information on PortfolioMetrix reach out to our team, or visit our website: https://www.portfoliometrix.com/en-za/

Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/

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