Knowledge Brokerage: Wealth Management 775.27 Ven
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Book a one hour consultation session with a Hub Culture Wealth Manager to assist with portfolio development. This single point of contact helps members to do three things:
1. Manage cash and borrowings
2. Ensure financial protection against negative events
3. Help to preserve and build capital
Face to face, real world advice can also be arranged on an ongoing basis for much less than you might think. This session gets the ball rolling and includes a financial review session and initial report.