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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#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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