Sep 29, 2021
This episode is a recording of a live online session that I did on Personal Investing 101.
I talk about investing basics, investing tax on investments, some of the key considerations that you should be using the potential of investing at different levels regularly. Trade-offs the key considerations around investing...
Sep 27, 2021
In this session, I chat to one of our lovely pivot clients Avani about her recent experience with going through the process and setting up a plan for her money and investments, which had a bit about guilty spending and, and guilty saving and how it is easy to fall into the trap of feeling like you're not saving enough,...
Sep 22, 2021
In this episode, I chat to Luke who is a client that we've been working with for the last 12 months, we talk a bit about his journey and how he set himself up to take action on some financial decisions coming out of the really scary time that was, COVID how we tackled his investment planning and strategy work.
Some of...
Sep 20, 2021
This episode is a live recording of an event I did on personal investing and how to plan a rock-solid investment game plan.
I talk about the key options for investments, some of the advantages and disadvantages of each of them, how to choose and how to wrap them into a plan that will deliver you the results that you...
Sep 15, 2021
This episode is a live recording of an event I did with the legends of the General Assembly on How to cut your tax bills.
We talk about some of the key things that you need to be aware of around your tax planning, how to be smarter with tax for the new financial year, some tax strategies, and how to maximize your...