In this episode, Rex chats to friend and client Neil Macdonald owner of Fairway Financial, who has been running his own financial planning business for the past 23 years, specialising in people insurance.
He entered the industry somewhat by default, following in his father’s footsteps. His first role was with National Mutual (AXA) on a graduate program in 1990, which led him through a number of roles to become an adviser in 1997.
Now, he spends his days helping veterinarians and SME business owners improve their financial wellbeing and explore their financial options.
In the discussion Neil shares how important mindset has been in his work and the role Mind Matters has had in his development.
“Financial planning is about numbers but really it’s about the people. People come to us and stay because of the connection.” - @FairwayFA #MindMatters #Business #RelationshipsBeyond The Money Website