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S7E17 Special Disability Trusts with Kathy Havers
Our recent episode on collaborating with other advisers - 'Playing Well With Others' - is one we're really proud of. And in that episode, Nathan and Jordan both mention the eye-opening experience of working with one specific financial adviser in a deeply specialist area.
Well, this week, that adviser - Kathy Havers of Viridian Advisory - is good enough to come on and introduce us and our listeners to some of the many complexities that arise when helping people with additional needs.
From Special Disability Trusts, to Centrelink, to the importance of (good) accountants and lawyers in the…
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