Helping your clients thrive in the New Year

January 2017

Adviser Brett Stene shares client strategies to not overspend at Christmas or fail New Year resolutions.

With Australians predicted to spend $4 billion on presents alone this Christmas, the shops are in full festive frenzy, says personal finance educator Nicole Pedersen-McKinnon.

In this video, she interviews Brett Stene, principal and senior adviser Jacaranda Financial Planning, to discuss strategies for families to avoid a financial hangover come January.