In this session, I chat with a couple of our lovely clients, Christine and Walter about their money journey. They returned after leaving the US for a bunch of time and came back wanting to get on the front foot with their money. We talked about the journey, how they tackled their planning and some of the things that surprised them about the process.
These guys did a really great job on leaning into the decision-making and conversations that happen around the planning process and what that actually translated to in terms of the decisions that they made and the outcomes that they're working towards as well as some of the things that they're excited about.
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#339 Investment & Property Market Update - July 2023
#338 How to save more money faster
#337 Financing 101
#336 How to create generational wealth
#335 How to invest with property equity
#334 SMA Q&A+ event
#333 How investment bonds save tax when you invest
#332 How to recession-proof your finances
#331 Share market bull rally
#330 How to build a second income investing
#329 How compound interest works when you invest
#328 Investing 101
#327 How to choose an adviser that will make you money
#326 How to buy your first home
#325 Top five strategies to pay less tax
#324 Money News: Property prices on the rise
#323 Wills & Estate Planning
#322 How to buy property the smart way in 2023
#321 How to cut your tax bill before EOFY
#320 Money News: Federal Budget 2023 Unpacked
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