#117 Pivot client story w. Kevin & Jenny - When you've hit your big financial goal, what's next?

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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