Your financial Kokoda: planning for the journey ahead
Michelle's love for adventure and the outdoors is matched by her motivation for nurturing long term relationships and delivering consistent outcomes.
Sherrin Partners is a financial planning firm which focuses on more than just your
wealth. We are interested in you, in your goals and in the way you see your future. We will spend time with you to deeply understand your values and priorities as well as what keeps you awake at night.
Our mission is to empower you to make smart decisions with your money to create the life you've dreamed of.
Our experience in strategic financial planning, wealth creation strategies, investment advice, insurance, superannuation, retirement planning and estate planning combined with our passion gives you a sense of control and a way to stay in control.
Discussion:
Topic - budgeting for the journey - how does planning a vacation mirror smart financial management?
ADDITIONAL INFORMATION:
Knowledge Speaker: Malcolm McColm
Join us for this week’s BBH Breakfast, where connections are made, ideas flow, and a great start to the day is guaranteed.
Bring a guest! The first five invited guests eat free with code BBHGUEST (be sure to register them separately to secure their spot).
☕ Start your day with a plan – and a plate of something delicious! Book now to secure your seat.
©Better Business Habits
