Ecologist and business owner Dr Charles Meredith saw the value of seeking specialist advice to help grow his business. But it wasn’t until he met Mark O’Toole through a business network that he saw the same principle could be applied to his personal finances.
“We see ourselves as having a project management role. We pull together financial planning, accounting, money management and estate planning in a collaborative way for our clients.”
Read the full case study in Outlook Magazine, Edition One 2014.