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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#359 Super fund tips and tricks
#358 How to buy property
#357 How to get rich through property investing
#356 How to budget & automate your savings
#355 Save more while spending guilt free
#354 How to get started investing #3
#353 How to get started investing #2
#352 How to get started investing #1
#351 Money and Investing Psychology Hacks
#350 How to build better money habits
#349 WTF is going on with the property market?
#348 How debt recycling works
#347 The end of RBA interest rate increases
#346 Negative Gearing Explained
#345 Employer Share Plans 101
#344 Smart Money Accelerator Q&A+
#343 How to invest tax smart in the new financial year
#342 Get tax smart
#341 How to get started investing
#340 How to adult with money
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