342 live case study: first meeting with a financial adviser

money money money · Oct 19, 2020 · 56m

Ever wondered what the first meeting with a financial adviser is like? Listen in. Blake and Jas, listeners of the show, had their first chat with James Millard, one of the advisers on the m3 panel, and director at Sufficient Funds (http://www.sufficientfunds.com.au/). This first meeting touches on:

👉🏾their money goals individually and as a couple

👉🏼the money system they use

👉their first home and some ideas for renos

👉🏾plans for kiddies

👉🏻personal insurances

👉🏽travel fun

👉dreams for the future

Get $20 off The Glen James Spending Plan using the code "moneyz". Link to course below!

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