Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

I like managing my own investments but would still like some financial planning and tax advice from Lorica. Is this possible?

0
Posted

I like managing my own investments but would still like some financial planning and tax advice from Lorica. Is this possible?

0

This is possible from our holistic financial planning advisers. However, this will form a separate agreement and will be outside the Wealth Management proposition.

Related Questions

What is your question?

*Sadly, we had to bring back ads too. Hopefully more targeted.

Experts123