Mo Money

#116 Pivot client story w. Olivia and Sean - How financial advice helps make dreams into reality


Listen Later

In this episode, I chat to two of our lovely clients, Olivia and Sean who have gone through the planning process. Just a few months ago, they talked about their experience around how they got to terms with investing.

They talk a bit about the impact of looking ahead and how that gave them the motivation and realization that they could actually achieve the things that they wanted and motivation to make it happen as well as some of the admin hacks and tricks that they've learned going through the process that's now freeing up their capacity to let them focus on their careers, which are kicking butt and how the process helped them to come together as a couple.

And really have some conversations that they hadn't had sort of danced around in the past.

Want to keep making the right money moves with complete confidence?

Upcoming online training events: https://bit.ly/PivotEvents

Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast

Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod

Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

...more
View all episodesView all episodes
Download on the App Store

Mo MoneyBy Ben Nash

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings


More shows like Mo Money

View all
Aussie Firebug by Aussie Firebug

Aussie Firebug

13 Listeners

The Property Couch by Bryce Holdaway & Ben Kingsley

The Property Couch

56 Listeners

Investopoly by Stuart Wemyss

Investopoly

18 Listeners

money money money by Glen James

money money money

54 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

30 Listeners

Australian Finance Podcast by Rask

Australian Finance Podcast

24 Listeners

this is property by John Pidgeon & Rachelle Kroon

this is property

7 Listeners

Dev Raga Personal Finance by Dev Raga

Dev Raga Personal Finance

12 Listeners

Friends With Money by Money Magazine

Friends With Money

15 Listeners

Retire Right by Glen James

Retire Right

27 Listeners

Get Rich Slow Club by Ana Kresina & Natasha Etschmann

Get Rich Slow Club

14 Listeners

Australian Property Podcast by Rask

Australian Property Podcast

8 Listeners

Financially Fierce by Jess Brady

Financially Fierce

2 Listeners

Aussie FIRE | Financial Independence Retire Early by Hayden Smith & Dave Gow

Aussie FIRE | Financial Independence Retire Early

6 Listeners

Australian Retirement Podcast by Rask

Australian Retirement Podcast

11 Listeners