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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#164 Smart Money Challenge 5 - Investing for passive income
#163 Smart Money Challenge 4 - Segregate & Automate saving
#162 Smart Money Challenge 3 - Prioritising your spending
#161 Smart Money Challenge 2 - How to budget
#160 Smart Money Challenge 1 - Introduction
#159 How to be smarter with money
#158 Money chat w. Misa - How to align your money plan with your partner
#157 Money chat w. Christine & Walter - How to set up your money after living overseas
#156 How to cut your tax bill by $100k+ using trusts
#155 September Investment & Property Market Update
#154 WTF is financial advice
#153 Personal Investing 101
#152 Money chat w. Avani - Eliminating guilty spending and setting solid financial foundations
#150 Finding the Right Investment for You [Live event collab w. General Assembly]
#149 How to cut your tax bill [Live event collab w. General Assembly]
#148 - How to make the most money from your employer share plan
#147 w. Stuart Reynolds - How to cut your tax bill + cryptocurrency tax planning
#146 August Investment Market Wrap Up
#145 w. Chris Bates - Property and mortgage market update
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