From Debt to Financial Freedom on a Single Income | Inside a Financial Plan Ep 2
A simple financial plan can change everything.
In episode two of Inside a Financial Plan, James walks Julia through her personalised financial roadmap, explaining why building an emergency fund comes before paying off debt and why he's recommending a switch to her KiwiSaver fund. Together, they map out a step-by-step plan to become mortgage-free sooner and build more than $2 million in retirement investments while raising her daughter on a single income.
Next Steps: Ready to build your own financial plan? Get in touch with James and the Lighthouse Wealth team to create a personalised roadmap…
The skinny
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