Inside a Financial Plan Ep1: Dion & Rachel’s Journey
A real Kiwi couple puts their finances on the table in our brand-new mini series.
In this first episode, we dive into Dion and Rachel’s money story - covering their values, goals, family aspirations, and the foundations of a free financial plan that will guide their journey over the next 12 months.
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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