Sarah Steele - Yellowtail Financial Planning

Sarah Steele - Yellowtail Financial Planning

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Publish Date:
8 March, 2023
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

This week, Andi gets to chat to Sarah from Yellowtail Financial Planning - and one of her dogs pops in to say hello too!

Sarah works alongside her team at Yellowtail to simplify, clarify and demystify the world of Financial Planning, for those in need of ensuring everything is in place as needed.

In their own words, "Yellowtail Financial Planning is an Award-Winning independent firm looking after the financial affairs of a small number of individuals and families."

Well worth a watch to find out about the experience Sarah has of moving from a highly-corporate role, to Executive Director, and what she has learnt in the process.


Did you miss our previous article...
https://wealthvideos.club/Financial-Planning/money-market-funds-vs-money-market-accounts-live-qampa