The importance of having a financial planner in your life to learn how to save and invest with Corey Borgh from Sun Life Financial cover art

The importance of having a financial planner in your life to learn how to save and invest with Corey Borgh from Sun Life Financial

The importance of having a financial planner in your life to learn how to save and invest with Corey Borgh from Sun Life Financial

Listen for free

View show details

About this listen

In this episode, Corey shares how small financial habits in saving and investing can yield larger returns in the long run. He shares the importance of understanding your clients needs and that each person has their own short and long term financial goals. Corey's client portfolio ranges from small business owners, individuals looking to invest for their first home, families of all sizes and those aiming to plan for retirement.

No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.