850b financial advice case study unpacked with Sufficient Funds
Financial adviser James Millard joins Glen to do a full strategic breakdown of the 849b case study - the young Brisbane family juggling a mortgage, kids, a credit card, a possible inheritance and a whole lot of financial stress. James takes the time to walk through:
👉🏾 the real questions he’d ask
👉🏿 assumptions he’d test about income, kids, cashflow & spending
👉🏻 the strategy
👉 the four-stack framework he uses with clients
👉🏽 the value of the advice
James is a financial adviser at Sufficient Funds: https://sufficientfunds.com.au/
Watch this episode on Youtube here…
The skinny
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