Inside a Financial Plan Ep2: KiwiSaver, Crypto & Property - The Strategy Session
Episode 2 of our mini-series dives into strategy - James works with Rachel and Dion to break down how their money is invested across KiwiSaver, crypto, Sharesies, and their mortgage. Together they explore how each piece fits within their wider goals, weigh the trade-offs between risk and return, and start shaping the structure behind their long-term wealth plan.This episode is proudly sponsored by PocketSmith: Big goals mean nothing without action. PocketSmith helps you track, plan, and stay accountable. Start today with 50% off your first two months.
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The skinny
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