by David Johnston | Nov 7, 2022 | Blog
Listen and subscribe Apple Android In this week’s episode, Dave, Cate and Pete take you through: Setting the scene In this case study we introduce Andrew & Bec. They were interested in completing a Property Plan as they want to plan for their retirement...
by Cate Bakos | Nov 7, 2022 | Case Studies, Podcasts, PPBP, Property Planning Australia, Property Planning Case Study
Listen and subscribe Apple Android In this week’s episode, Dave, Cate and Pete take you through: The conundrum– Can we purchase the long-term home without selling any of our properties and retire in 20 years relying on passive income? This case study follows... by Anne-Marie | Nov 3, 2022 | The 7 Steps to Money Management Success
You may be itching to get started, but if you’re refinancing, it makes sense to finalise your mortgage strategy before setting everything up. Your mortgage strategy will interrelate with your Money Management System. You’ll need to have finalised the following with... by Anne-Marie | Nov 3, 2022 | The 7 Steps to Money Management Success
Cash, debit and credit cards. Budgets are a moment in time and a starting point. Money Management is about developing a system that provides feedback loops, so that it’s simpler to stick to your cash flow goals. Below is an overview of the Money Management System we... by Anne-Marie | Nov 3, 2022 | The 7 Steps to Money Management Success
Set Money Goals for the monthly expenditure of each bucket account and then have a weekly float for ‘Life’ and ‘Fun’ accounts so you have a weekly spend limit. A worthy goal for you is to better manage your money and make the most of your current income levels....
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