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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#209 Get Money Smart
#208 w. Brendan Malone - How to invest smarter
#207 Investment and property market update March 2022
#206 w. Chris Gray - How to buy property like a pro [live event recording]
#205 How to build a second income investing [live event recording]
#204 - 2022 Australian Federal Budget recap (in human words)
#203 w. Brian Parker - The Economy & Markets Today
#202 How to invest when the sharemarket is crashing - March 2022 edition
#201 w. Sebastian Mierau - Wellbeing hacks
#200 w. Neil Rogan - Sharemarket trends in 2022
#199 w. Chris Bates - Mortgage & property update
198 How to plan smarter with your money [live event recording]
197 w. Keith Abraham - How to achieve your goals faster and easier
#196 Investment & Property Market Update February 2022
#195 How to invest if you're saving $5k+ per month
#194 How to build investments through property [Live event w. General Assembly]
#193 How to PROFIT from your employer share plan
#192 Employer share plan tax hacks & mistakes to avoid
#191 Investment & Property Market Update January 2022
#190 How employer share plans work (deep dive)
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