In this episode, I talk to Karim who's a client of Pivot that we've been working with for a couple of years. Karim is an IT Professional that we did strategic sort of planning work for. He talks about his journey with the advice process, some of the tangible results that he got and for him, a big part of what we did was around building his financial confidence giving him permission to spend and some clarity of where he was headed financially and the ability to tweak and refine things to find a better balance between enjoying his lifestyle now and getting to the financial results to make sure that his financial future was set up as well.

Karim talked about how we build that confidence, what actually drove that and where he sees the opportunity, I suppose, for people that are grappling with some of these decisions.

And we also talk about Karim's creative investment strategy to save himself $20,000 a year.

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