The Business Agora
In today's episode, we connect with James Christie [https://www.linkedin.com/in/james-christie-b35559122/] from Modern Financial [https://modernfinancial.com.au/]. We discuss the importance of aligning lifestyle goals, with financial plans, asset acquisition, and management strategies. James shares key questions to consider, as he does with clients either looking to enter the property market, or upgrade within it. As a broker, James does not give financial advise, but does have a brilliant skill of asking the right questions to ensure his clients are making decision with their goals and vision in mind. He shares some of these questions with us, which are worth listening to! You can connect with James directly at james@modernfinancial.com.au, or connect with Modern Financial online here [https://modernfinancial.com.au/]. --- Connect with us at workspace365 here [https://www.workspace365.com.au/].
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