Luckily, after some quick arm twisting Henderson property manager Marcus Langlands-Pearse stepped into the breach.
Marcus demonstrated how property still had a place to play in diversified portfolios given its yield. He also gave insights into the more cautious nature of his fund and talked about deals in the pipeline.
Brian Sweeney CFPCM then followed on third generation Financial Planning. Drawing on his coaching history, Brian explained his system of “appreciative enquiry” to identify a client’s values and beliefs. Delegates were also involved in an exercise quizzing each other.