In this episode, I speak to my brother-in-law James (Bungas) Inglis who has been a mentor to me my whole life alhumdulilah. We talk about the need to develop a savings mindset and he give some tips and techniques on how we can save at each phase of our life. James is a Financial Planner with Adelaide Wealth Management and prior to that he held various roles at Macquarie Bank, JP Morgan and Morgan Stanley Smith Barney.
*Disclaimer: The topics and themes mentioned in this episode does not constitute financial product advice, we recommend seeing an accredited financial adviser for your personal financial advisory needs.
James Inglis is a Financial Planner with Adelaide Wealth Management and has over 13 years advisory experience.
He specialises in personal insurance focusing on death, total & permanent disability, trauma and income protection cover. James provides advice to professionals, including those with industry specific insurance requirements, such as medical practitioners.
Prior to Adelaide Wealth Management, James held a senior private client manager position at Macquarie Bank, providing specialised personal insurance advice for over 7 years.
James has a Commerce (Corporate Finance) degree from the University of Adelaide and a Diploma of Financial Planning from Kaplan Professional.