The benefits of financial planning and how it can boost your portfolio

08 JAN 2018 By Demii Kalavritinos 4 min read Hotspots

Max Pagnin, financial planner and investor, joins Phillip Tarrant to discuss the benefits financial planning can have on your portfolio, his own portfolio and how his background has shaped how he views the property market.

The investor shares his property journey, explaining how his portfolio came to be as well as wealth creation and diversification of assets.

They also discuss why the expectation of “getting right overnight” can have a negative impact on your journey, Max’s plans for his portfolio in the future and his recommendations to investors who are considering hiring a financial planner.

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You will also find out his methods to his ‘madness’, the fundamentals driving increasing price and how to find a property savvy financial planner.

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