In this session, I chat with a couple of our lovely clients, Christine and Walter about their money journey. They returned after leaving the US for a bunch of time and came back wanting to get on the front foot with their money. We talked about the journey, how they tackled their planning and some of the things that surprised them about the process.
These guys did a really great job on leaning into the decision-making and conversations that happen around the planning process and what that actually translated to in terms of the decisions that they made and the outcomes that they're working towards as well as some of the things that they're excited about.
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#128 - How to build your property dream team [Live event collab for the ‘Spill the Proper-Tea’ series with Raiz Home and General Assembly]
#127 w. Dr. Amy Silver - "How to push through the fear of f*ing up with your finances "
#126 w. Lynne Cazaly - "Making sense of uncertainty when it comes to your finances"
#125 w. Alex Barrat - Crypto podcast series story "Investment Market Update"
#124 w. Caroline Bowler - Crypto podcast series story "Trends in the cryptocurrency market"
#123 w. Joni Pirovich - Crypto podcast series story "Chatting all things Crypto and Blockchain"
#122 How to use your property equity to make money [Live event collab for the ‘Spill the Proper-Tea’ series with Raiz Home and General Assembly]
#121 Pivot client story w. Emma - "Learning how to manage my money in a post COVID world"
#120 Pivot client story w. Sarah - Managing inheritance and being smart with my money
#119 Pivot client story w. Maddie - “I've seen financial advisers before, but knew there was a better way”
#118 Pivot client story w. Nicola - How to maximise my employee share program to get ahead
#117 Pivot client story w. Kevin & Jenny - When you've hit your big financial goal, what's next?
#116 Pivot client story w. Olivia and Sean - How financial advice helps make dreams into reality
#115 How to buy your second property [Live event collab for the ‘Spill the Proper-Tea’ series with Raiz Home and General Assembly]
#114 - Ethical investing series w. Simon O'Connor
#113 Ethical investing series w. Rory Cunningham
#112 The federal budget explained in words human beings actually use
#111 Ethical investing series w. Tom Culver
#110 Ethical investing series w. Kevin McDonald
#109 Ethical investing series w. Paul Garner
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