In this episode, two of our financial advisers explore how great financial planning and life planning comes down to asking the right questions, listening deeply, and understanding what truly motivates people.

Alex and Piers discuss why no two plans are ever the same, but with genuine care and curiosity, the outcomes can always be excellent. Too often, people aren’t really asked what they want or challenged to think differently, leaving their plans misaligned with their real goals.

We believe whether it’s going out for a meal, getting work done at home or even via your personal trainer. If you question, challenge and uncover what truly matters the results will always be more refined. This conversation dives into how that approach makes all the difference.