Morning Drive | Year-End Financial Fitness | Mira Business FM
As we approach the end of the year, it is the perfect time to audit your financial health. In this episode of Morning Drive, presenter Tim Elliott is joined by Independent Financial Consultant James Thomas to discuss how to gain true financial direction for the months ahead. James explains why independence is the cornerstone of sound planning, ensuring that your advisor is not tied to any single company. We break down the "fact-find" process—a vital year-end exercise to document your current standing and future goals.
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