In this video, Kay Aarons speaks with Jonathan Tolub (Trellia | InvestSense) about their investment philosophy and how they position portfolios, particularly against the backdrop of ongoing global tensions.
Discussion with Jonathan Tolub of Trellia Wealth Partners about SFS Managed Accounts
Kay Aarons
Director & Financial Adviser
Kay Aarons is a financial planning expert with over 30 years of experience. She founded Strategic Financial Solutions in 1995, growing it into one of Melbourne's leading boutique financial planning groups. Despite its growth, Kay ensures a personal touch in all client interactions. Holder of a Bachelor of Economics, she manages SFS daily and chairs the Investment Committee. Kay is passionate about mentoring and increasing women's involvement in financial advice.