FULL HOUSE AT A NOVA AND CLIENT FIRST! | APPLECROSS, WA | MARCH 2024
NOVA’S INAUGURAL KNOWLEDGE FORUM
‘Knowledge is power’ and that’s what Nova clients got – Knowledge to empower them!
Bruce started the day with, “If Life is about the choices you make, here are the latest options” – and that set the scene.
Norm Robinson of Sentinel spoke of cutting-edge investment and the latest in financial markets, Sukhwant Singh from D’Angelo and Associates dispelled some common estate planning myths and gave handy tips, Karena Cox of AIA gave practical, inexpensive insurance ideas to protect self and family.
Siew, Bob and Amy gave a ‘client perspective’ on their experience of getting financial advice while Bruce and Caelan were on the other side of the coin – what goes into giving advice.
Lots of questions during the Q&A Panel session, lots of food to round things out!
Ideas for the mind, food for the body, prizes for the lucky and goodie bags for all.
Result: a good afternoon for everyone!