Prepare for your families future with Kirsty Scully
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This week John Watson talks to Kirsty Scully, a Certified Financial Planner (CFP) and Senior Financial Planner at Core Wealth.
Core Wealth was built on long-term relationships, recommendations and word of mouth, not through paid advertising, taking short cuts or working for incentives. These traditional values have stood them in good stead and, combined with an innovative approach to technology and unique investment research capabilities, make them one of the leading wealth managers in the industry.
John and Kirsty discuss the importance of networking and building relationships in the financial planning profession. Kirsty also shares her journey in the industry, how her role as the chairperson of the board of the Financial Planning Institute of South Africa has impacted her career and highlights the culture of connecting and relationship building at Core Wealth.
She provides insights into the upcoming Clara Business Network event and the topics she will be discussing, including how to avoid paying unneccesary tax, how to protect your wealth for future generations and also how to diversify smartly.
Connect with Kirsty here:
Website: https://corewealth.co.za/
LinkedIn: linkedin.com/in/kirsty-scully-cfp®-0870ba8
Connect with John Watson:
Website: https://johnconnects.com
Linkedin: https://www.linkedin.com/in/john-watson-ca/
Connect with Rudolf Rautenbach:
Website: https://createinfinity.co.za
Linkedin: https://www.linkedin.com/in/rudolf-rautenbach/
Core Wealth was built on long-term relationships, recommendations and word of mouth, not through paid advertising, taking short cuts or working for incentives. These traditional values have stood them in good stead and, combined with an innovative approach to technology and unique investment research capabilities, make them one of the leading wealth managers in the industry.
John and Kirsty discuss the importance of networking and building relationships in the financial planning profession. Kirsty also shares her journey in the industry, how her role as the chairperson of the board of the Financial Planning Institute of South Africa has impacted her career and highlights the culture of connecting and relationship building at Core Wealth.
She provides insights into the upcoming Clara Business Network event and the topics she will be discussing, including how to avoid paying unneccesary tax, how to protect your wealth for future generations and also how to diversify smartly.
Connect with Kirsty here:
Website: https://corewealth.co.za/
LinkedIn: linkedin.com/in/kirsty-scully-cfp®-0870ba8
Connect with John Watson:
Website: https://johnconnects.com
Linkedin: https://www.linkedin.com/in/john-watson-ca/
Connect with Rudolf Rautenbach:
Website: https://createinfinity.co.za
Linkedin: https://www.linkedin.com/in/rudolf-rautenbach/
