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The 5 Money Personalities
The Big Spender – What’s the point of making money if you don’t get to spend it?
The Natural Saver – A realist, who tends to look at all sides of an issue before making a decision.
The Caretaker – Known as a generous friend and caretaker, you prioritize helping others over everything else.
The Achiever – You have goals and a plan to achieve them (you’re known for getting things done).
The Carefree – Money comes and goes, and getting wrapped up in the details only causes stress.
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We offer investment accounts and financial roadmapping services, all guided by our team of financial experts, with your goals in mind.