A 20-minute view. 

In our lastest Adviser Insight interview, Joseph Young chats to Lee Robertson about his career, his ambitions, and where he finds good ideas and connects with other planners.

Having worked his way through regulatory permissions for Masterplan Wealth he is very much looking forward to a busy start to the year and helping his clients address their financial planning needs, particularly as tax year-end is fast approaching.

Refreshingly honest and keen to contribute to the profession, we are sure you will enjoy this session with Joe.