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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#319 How to invest for your kids
#318 Money News: Tax the rich budget & April property rise
#317 How insurance protects financial risks
#316 Money News: Has the property market bottomed?
#315 Building your emergency fund
#314 Money News: Have we hit peak interest rates?
#313 Ditch your bad debt for good
#312 Money News: Aussie bank risk unpacked
#311 Unlocking Financial Potential
#310 Money News: Inflation down, Stocks & Property Up
#309 Smart Money Accelerator - Introduction
#308 Money News: Property rising, banking wobbles & crypto cranking
#307 Replace Your Salary by Investing - Your Game Plan
#306 Money News: SVB Bank collapse & what it means for investors
#305 Replace Your Salary by Investing - Property
#304 Money News: Super tax changes & fixed rate mortgage cliff
#303 Replace Your Salary by Investing - Tax
#302 Money News: Tax Breaks & Property Market
#301 Replace Your Salary by Investing - Investing
#300 Money News: Australia's Rental Crisis
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