Why understanding money behaviour is the key to supporting clients.

Working with couples means it's critical to understand how couples interact around money.

What financial planners and advisers need to know about understanding their clients.

As an established and successful financial adviser, Graham was good with money – both his and his clients. He enjoyed helping clients meet their financial goals and he made sure they were always fully supported. He was available whenever his clients wanted to discuss any aspect of their portfolios. “I probably do too much,” [...]