Discover the FAQs Beth and Rafia, Wealth Management Experts, Tackle Daily

Welcome to our latest FAQ session featuring two experts from Perigon Wealth Management: Beth Bosworth, Head of Wealth Planning and Wealth Advisor, and Rafia Hasan, Chief Investment Officer. As part of our ongoing partnership with Perigon Wealth Management, we continue to prioritise empowering our USA network across elite sports in securing their financial futures.

Following our recent partnership with Perigon, where Marc Specht, Head of Sports and Entertainment, joined our advisory board, we are excited to bring you another opportunity to gain insights from the wealth management industry's leading minds.

In today's session, we aim to address some of the most commonly asked questions in wealth planning and investment strategy. From retirement planning to portfolio management, Beth and Rafia will share their expertise, offering valuable perspectives and practical advice that can benefit our network immensely.

“What Annual Investment Return Can I Expect?”

“How Does Inflation Play Into My Financial Plan?”

“What Do You Consider The Strongest Tool in Financial Planning?”

“What Do We View Taxes in Retirement/When Distributing From My Investments?”

“What Do You Think About Investing in the Private Markets? Start Ups?”

“What Investment Return Do You Use in a Financial Plan?”

“How Do I Know How Much Money I Can Give Away?”

“How Much Money Do I Need to Retire/Be Financially Independent?”

“Why is Doing/Having a Financial Plan Important?”

“How Does One Prepare For Their First Meeting With A Financial Planner? What Does This First Meeting Cover?”

Beth and Rafia’s expertise to the financial well-being of their clients make them a great asset to Perigon Wealth Management and our network at PSN. We eagerly anticipate the guidance they will bring to our network. If you would like to connect with Beth and/or Rafia or have enquiries about any of the above, please click the link below.