『Managed Money - Powered By Evolution Financial Planning』のカバーアート

Managed Money - Powered By Evolution Financial Planning

Managed Money - Powered By Evolution Financial Planning

著者： James Cruz
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Get your insights into how Wealth Management should work. Join James Cruz to understand how a trusted Certified Financial Planner can get you financially well-organised and keep you that way. Advice needs to be practical, independent, transparent and not linked to product sales. Pay for the advice and realise your retirement goals with greater certainty and confidence.

2026 James Cruz
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  • Case Study: Unwinding poor advice.

    Case Study: Unwinding poor advice.
    2019/04/23

    Let me take you through what poor advice looks like and how to unwind it to get back on track ASAP. If you are listening via Anchor.fm then make sure you listen to my surprise song that I have included at the end of the podcast.
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    8 分
  • Market downturns...not if but when.

    Market downturns...not if but when.
    2019/06/15

    Listen in as James explains how Evolution Financial planning are re-balancing and actively managing client portfolios. There has been an extended period of double digit, market linked returns. While investors can become complacent when returns are attractive, this causes James more concern as discipline falls away in the pursuit of performance. Please reflect on your own retirement funds and consider a review of your asset allocation and ensure that cash levels are suitable to meet your retirement goals.
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    5 分
  • How much do you need for Retirement?

    How much do you need for Retirement?
    2019/05/11

    Hear how James explains what is considered a comfortable amount for retirement and how a combination of capital and Centrelink can produce great results. Click here to read the article that James refers to so you can see how close you are to funding a 30 year retirement. Feel free to leave a message for a question for us to answer. Let's make retirement more confident and certain.
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    6 分
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