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.
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#164 Smart Money Challenge 5 - Investing for passive income
#163 Smart Money Challenge 4 - Segregate & Automate saving
#162 Smart Money Challenge 3 - Prioritising your spending
#161 Smart Money Challenge 2 - How to budget
#160 Smart Money Challenge 1 - Introduction
#159 How to be smarter with money
#158 Money chat w. Misa - How to align your money plan with your partner
#157 Money chat w. Christine & Walter - How to set up your money after living overseas
#156 How to cut your tax bill by $100k+ using trusts
#155 September Investment & Property Market Update
#154 WTF is financial advice
#153 Personal Investing 101
#152 Money chat w. Avani - Eliminating guilty spending and setting solid financial foundations
#151 Money chat w. Luke - Building investment momentum
#150 Finding the Right Investment for You [Live event collab w. General Assembly]
#149 How to cut your tax bill [Live event collab w. General Assembly]
#148 - How to make the most money from your employer share plan
#147 w. Stuart Reynolds - How to cut your tax bill + cryptocurrency tax planning
#146 August Investment Market Wrap Up
#145 w. Chris Bates - Property and mortgage market update
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