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    About the author


    Helen has been a financial adviser since 2011, helping hundreds of clients achieve their lifestyle goals and aspirations. She is passionate about providing clear and straightforward guidance, demystifying the planning process, and helping you make the best decisions for your life, regardless of what stage you are at in your journey.

    Helen tailors her advice to reflect your circumstances, as no two people want the same thing from money.

    Helen Nan is a CERTIFIED FINANCIAL PLANNER®️ and lives in Brisbane, Australia.

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