In this episode, I chat with a couple of our awesome clients, Kevin and Jenny. We'll actually, I'll just have to Kevin because Jenny wasn't there, but I will talk about their journey.
These guys have a young family. They went through the planning process over the last sort of few months and they covered their journey, how the planning process helped them get on the same page, how it helped them make some decisions around buying an investment property and actually getting on top of their savings.
They'd fall into the offset account, sort of trap and they talk about how they overcame that as well as the confidence that they got from the fee for service, financial advice model, and how they felt that really helped them to confidently act on the decisions that they made in the planning process.
Want to keep making the right money moves with complete confidence?
Upcoming online training events: https://bit.ly/PivotEvents
Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast
Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod
Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#184 How to build a second income investing [Live event w. General Assembly]
#183 w. Emily Djekovic - How to build financial confidence
#182 Investment & property market update December + 2021 markets in review
#181 w. Marcus Netto - How investors can make smarter choices
#180 w. Ben Walker - How to minimise your ATO donation at tax time (legally)
#179 w. Shane Hay - Where's the sharemarket going from here
#178 w. Michael Back - How to get more engaged and motivated with your money
#177 w. Chris Gray - How to build a multimillion dollar property portfolio
#176 w. Fraser Jack - Creating good money habits & behavioural finance hacks
#175 w. Aaron Christie-David - Mortgage & property update
#174 w. Siobhan McTiernan - Money mindset hacks and how to plan
#173 What to do next after making your first $1m
#172 How to set smart money goals [Live event w. General Assembly]
#171 Investment and Property Market Update November 2021
#170 Money Chat w. Hermione - Money goal setting for business owners
#169 How to buy your $3m Bondi dream home
#168 Money Chat w. Mike and Lena - How couples can get on the same financial page
#167 How to avoid the most painful money mistakes
#166 Smart Money Challenge 7 - Next Steps
#165 Smart Money Challenge 6 - Setting achievable financial goals
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast