Today I’m sharing the story of Steve and Sarah, a UK couple who, many years ago, packed up their lives, moved to Aotearoa, and built a really solid financial life together. From the get-go, they’ve been a great team with money: well-educated, curious, hard-working, and brave enough to take big leaps when the chance came along. Over the years, they’ve invested in property, shares, and themselves, learning plenty along the way. Like many of us, they’ve had a few financial detours, several property disasters, but their long-term habit of saving and investing has quietly set them up for a strong and flexible future as they approach retirement in their late 50s. This conversation is full of insights from Steve’s engineer’s brain, the steady teamwork he and Sarah share, and the real-life curveballs that have made them rethink what matters most. It’s an honest, practical story about the power of keeping things simple, staying curious, and building the kind of financial life that lets you enjoy today, while still planning for tomorrow. Whenever I pick up the phone for a kōrero with someone like Steve, I know I’m in for a detailed chat, and he didn’t disappoint, and I’m sure that those listening will be able to pull out little nuggets of wisdom from the information he shared.

THIS WEEKS SPONSOR: This weeks episode is brought to you by PocketSmith.

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