Dave Rae
1 SlideShare 28 Followers 59 Followings
Personal Information
Occupation
CERTIFIED FINANCIAL PLANNER™
Industry
Finance / Banking / Insurance
Website
www.davidjrae.com
About
I take time to engage with clients, exploring their goals and the things that are important to them, rather than focussing solely on their investments. I provide clients with a financial roadmap to ensure they are able to achieve the things they value and minimise the risks that may block their path.
Tags
investment advice income investing investment lessons money shares
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Documents

(1)

Scaling the financial mountain of success

12 years ago • 106 Views

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(1)

Storytelling in 2014

Gary Vaynerchuk • 10 years ago
Personal Information
Occupation
CERTIFIED FINANCIAL PLANNER™
Industry
Finance / Banking / Insurance
Website
www.davidjrae.com
About
I take time to engage with clients, exploring their goals and the things that are important to them, rather than focussing solely on their investments. I provide clients with a financial roadmap to ensure they are able to achieve the things they value and minimise the risks that may block their path.
Tags
investment advice income investing investment lessons money shares
See more