#116 Pivot client story w. Olivia and Sean - How financial advice helps make dreams into reality

In this episode, I chat to two of our lovely clients, Olivia and Sean who have gone through the planning process. Just a few months ago, they talked about their experience around how they got to terms with investing.

They talk a bit about the impact of looking ahead and how that gave them the motivation and realization that they could actually achieve the things that they wanted and motivation to make it happen as well as some of the admin hacks and tricks that they've learned going through the process that’s now freeing up their capacity to let them focus on their careers, which are kicking butt and how the process helped them to come together as a couple.

And really have some conversations that they hadn't had sort of danced around in the past.

 

 

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