A jargon busting approach to financial planning – Keith Boyes

Financial Planner Life Podcast · Aug 4, 2022 · 1h 20m · transcript

This week Sam is joined by Keith Boyes, Managing Director at Spentwell. Keith has an extensive career in the financial profession, starting from Paraplanning and working his way up to a financial planner and now he’s running his own business. At one point his career took him over to Hong Kong working on expat financial advice and it was during this time in Hong Kong that he really learnt a lot about himself and what kind of financial planner he wanted to be. Keith shares some really interesting insights on what working and living in the far East looked like. Now back home and running his own…