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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#57 - [Express] When do I need a trust for investing?
#56 - [Express] Tax mistakes to avoid
#55 - [Express] Tax strategies that can save you $$$$’s
#54 - [Express] How tax works on different types of investments
#53 - [Express] How the tax system works in Australia and Aussie tax system overview
#52 - [Express] Steps to follow when looking for a financial adviser
#51 - [Express] Where does the value come from in financial advice?
#50 - [Express] How to choose a financial adviser
#49 - [Express] The most painful money mistakes I see
#48 - [Express] The top three drivers of being successful with money
#47 - [Express] How to choose the perfect super fund
#46 - [Express] How employee share options plans (ESOP) work
#45 - [Express] How RSUs work and maximising restricted Stock unit plans
#44 - [Express] How employee share purchase plans work ESPP
#43 - [Express] Five steps to get the most out of your employer share plans
#42 - [Express] Should you be selling your tech shares now?
#41 - [Express] How to lay out an epic property strategy?
#40 - [Express] How to use property equity to make money
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