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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#108 Ethical investing series w. James Tayler
#107 How to buy your first property [Live event collab for the ‘Spill the Proper-Tea’ series with Raiz Home and General Assembly]
#106 Pivot client story w. Danny & Nikki - Building a rock solid financial foundation with total confidence
#105 Pivot client story w. Oliver - How to get onto the property ladder without sacrificing your lifestyle
#104 Pivot client story w. Clare - How to confidently build assets outside business after being burnt?
#103 Pivot client story w. Karim - Avoiding guilty spending and building an achievable pathway to money success
#102 - How to Master Your Money Mindset [Live event collab for the 'How to Money' series with Raiz Invest and General Assembly]
#101 - Buying Property in a post COVID Australia [Live event collab for the ‘Spill the Proper-Tea’ series with Raiz Home and General Assembly]
#100 - Cameron Airlie Property Pro Series
#99 - Ed Sainsbury Property Pro Series
#98 - Amanda Bennett Property Pro Series
#97 - Kellie Landrey Property Pro Series
#96 - Aaron Christie-David Property Pro Series
#95 - Theo Angelopolous Property Pro Series
#94 - Ramon Cura Property Pro Series
#93 - Chris Gray Property Pro Series
#92 - Marcus Roberts Property Pro Series
#91 - [Express] Money fk-ups; lessons from the trenches
#90 - [Express] Money mistake: Trying to do it all yourself
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