In this episode, I chat to Luke who is a client that we've been working with for the last 12 months, we talk a bit about his journey and how he set himself up to take action on some financial decisions coming out of the really scary time that was, COVID how we tackled his investment planning and strategy work.
Some of the key things that have really moved the dial for him in the last 12 months and his tips for other people in a similar situation. Luke has got some serious traction, just like adjusting a very short amount of time. So there's a lot of gold to learn from this one.
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#189 Employer share plans 101
#188 How to be Smarter With Money Throughout Your Career [Live event w. General Assembly]
#187 How to use your property equity to invest when your LVR is below 50%
#186 w. Keith Abraham - How to set goals so they actually turn into results
#185 Why you need a financial adviser when you make $250k+
#184 How to build a second income investing [Live event w. General Assembly]
#183 w. Emily Djekovic - How to build financial confidence
#182 Investment & property market update December + 2021 markets in review
#181 w. Marcus Netto - How investors can make smarter choices
#180 w. Ben Walker - How to minimise your ATO donation at tax time (legally)
#179 w. Shane Hay - Where's the sharemarket going from here
#178 w. Michael Back - How to get more engaged and motivated with your money
#177 w. Chris Gray - How to build a multimillion dollar property portfolio
#176 w. Fraser Jack - Creating good money habits & behavioural finance hacks
#175 w. Aaron Christie-David - Mortgage & property update
#174 w. Siobhan McTiernan - Money mindset hacks and how to plan
#173 What to do next after making your first $1m
#172 How to set smart money goals [Live event w. General Assembly]
#171 Investment and Property Market Update November 2021
#170 Money Chat w. Hermione - Money goal setting for business owners
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