Adviser Insight: Dan Haylett on lifestyle financial planning

Octo Members
5 March 2020

A 36 minute watch   

Dan Haylett talks to Lee Robertson about his journey from Investment Management to Lifestyle Financial Planner.  Packed with confidences about why he was considering a move and finally how the stars aligned to make him take the unusual leap and join TFP Financial Planning.  

He shares his personal and professional journey and how he sees great financial planning as allowing clients to live life to the fullest, providing clarity and a sense of purpose.  


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