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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#278 How to buy property like a pro [Live event recording]
#277 Money news in human words; Recession upside, joint property, and economy firing
#276 Investment and property market update - November 2022
#275 Money news in human words; market rally, property downturn over, & Tesla tanks
#274 How to replace your salary by investing [Live event recording]
#273 Money news in human words, Mortgage lending shifts, insto property domination, and top stocks for 2023
#272 How to FIRE without sacrificing your lifestyle [Live event recording]
#271 Money news in human words; tax rates soar, US rate slowdown, & property predictions
#270 How to adult: Financing 101 [Live event recording]
#269 Money news in human words; FTX collapse, rates to 6.6%, market surge & US inflation
#268 Maximising your employer share plan when the market is crashing [Live event recording]
#267 Money news in human words; US rates up, picking the property bottom, and higher taxes
#266 Money and investing hacks [Live event recording]
#265 Money news in human words; Record inflation, tech wreck, RBA criticism, & market recovery
#264 Federal budget recap in human words October 2022
#263 Money news in human words; Investing behaviour, buying cheaper than renting, UK ousting, & AU budget
#262 How to be smarter with money through your career [Live event recording]
#261 How to invest smarter when the market is crashing [Live event recording]
#260 How to buy property the smart way in 2022 [Live event recording]
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