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We are a financial planning firm located in Melbourne. We are using this podcast as a channel to showcase what we provide to clients and to enlighten listeners in what we could potentially do for them. Like more information contact the office 03 9111 2675
Episodes
Wednesday Oct 30, 2019
Wednesday Oct 30, 2019
This week's podcast will be going through the value of spending at different life stages. With Tony, Jamie, Paul & josh all sitting in giving there approaches to spending and savings and how it has shifted throughout their lives and how they value the money they spend.
Being able to identify your values and the objectives you look to achieve with your money is something we focus on with our client objectives. The example given by Jamie and Josh, being the youngest has spent money on socialising, with paul and tony their priorities being focus predominately on their children.
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