As Principal of Wheatley Wealth Management, Alexis provides high-quality strategic advice to help her clients create and preserve their wealth.
As part of the Financial Planning Association's Ask a Planner video series, Alexis Wheatley CFP® answers the commonly asked question, "How important is saving vs investing at each life stage?"
If you have a question you’d like answered by a professional financial planner please email us at firstname.lastname@example.org. We’d love to hear from you.
This video contains general financial advice only. It is provided by an Australian Financial Services licensee (AFS licensee) or the employee or authorised representative of an AFS licensee as identified in the article.
General financial advice does not take into account your objectives, financial situation or needs, and you should consider seeking professional financial advice before acting on the general advice provided.
Subscribe for updates
Yes! I want tips and guidance to improve my financial wellbeing delivered straight to my inbox.
Looking for financial advice? Get matched with a local CERTIFIED FINANCIAL PLANNER® professional who can help you with your financial needs and goals.