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13 Feb Is your Savings Rate or Rate Of Return more important on your investments?

Posted at 17:27h in Q&A by Morris & Wells 0 Comments
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In this video, John discusses the differences between the Savings Rate and the Rate Of Return on your investments and which should be prioritized. If you have any questions for John about this video's content, please comment below. You can also email our team at...

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04 Feb Who are our clients? Part 3 – Retired with significant assets.

Posted at 20:57h in Q&A, YouTube by Morris & Wells 0 Comments
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In this three part video series, John answers the question, 'Who are our clients?' For this video, he explains our 'Retired with significant assets' client group. If you have a question for Elizabeth or John you can reach out to them on our website contact...

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03 Feb Who are our clients? Part 2 – Retired with high expenses.

Posted at 20:53h in Q&A, YouTube by Morris & Wells 0 Comments
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In this three part video series, John answers the question, 'Who are our clients?' For this video, he explains our 'Retired with high expenses' client group. If you have a question for Elizabeth or John you can reach out to them on our website contact...

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02 Feb Who are our clients? Part 1 – Working and saving.

Posted at 20:31h in Q&A, YouTube by Morris & Wells 0 Comments
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In this three part video series, John answers the question, 'Who are our clients?' For this video, he explains our 'Working & Saving' client group. If you have a question for Elizabeth or John you can reach out to them on our website contact page...

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24 Oct What is a fiduciary?

Posted at 14:34h in Q&A, YouTube by Morris & Wells 0 Comments
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In the below Q&A video, John talks us through what a fiduciary is and why it is important. If you have a question for John you can reach out to him on our website contact page or you can comment on his video on YouTube. You...

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20 Oct What is wealth management?

Posted at 20:15h in Q&A, YouTube by Morris & Wells 0 Comments
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In the below Q&A video, John talks us through what wealth management is. If you have a question for John you can reach out to him on our website contact page or you can comment on his video on YouTube. You can also subscribe to our...

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