05 Finances empowering your life, with Tristan & Harry of Purpose Advisory - Nucleus Wealth Empower

In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George is joined by Harry Goldberg and Tristan Scifo of Purpose Advisory to explore the process of life planning, and the effect it can have on our lives.

Empowering you to develop money and investing as tools for living your fullest life.

Resources to create a life plan: https://purposeadvisory.com.au/blog/f/what-are-the-best-resources-for-creating-a-life-plan

00:00 Introduction

03:13 What is a life plan?

11:49 Resistance to life planning

21:25 Balancing the now with the future

25:04 Working through a life plan

27:23 Beginning a life plan

30:24 Different styles of life planning

33:07 How long does a life plan take?

35:54 Different tools you can use to assist in the process

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Nucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.

The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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