Everything You Need To Do
- Mind the spending – EVERYTHING comes down to cashflow, ins and outs
- BE SCEPTICAL – If something sounds too good to be true, it usually is
- NOTHING stays the same – plans should be flexible and regularly reviewed
- 35:40
- Download Episode
Real Stories – Good Planning, Bad Tax Schemes
This week we want to look at one Real Story of a planning journey with a client that has seen some highs and lows. It’ll demonstrate the power of a relationship with a trusted financial planner, and also what can go wrong when someone tries to get too clever.
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It IS possible for anyone to achieve their goals, whether financial or otherwise, by following some pretty basic rules.
Hopefully what you’ll find here are simple tips and tricks to help you in your financial planning. If I can help in any way, email me here, or contact me via the SocMed links below.
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