EPISODE · Mar 21, 2023 · 56 MIN
51. Part 1: Creating a Financial Plan
from It's No Secret
Our podcast is all about having real, honest conversations about money. We believe that talking openly about our personal finances is the first step to building a better financial future for ourselves and our community. That's why this week and next, we're bringing you a two-part financial planning series in collaboration with Lighthouse Financial. Christine and her partner Ollie are put in the hot seat as Wealth Director & Financial Adviser, James Blair, takes them through a financial plan together. This episode in particular is likened to a first adviser-client meeting, where James understands Christine & Ollie’s financial goals, ambitions and intended direction. More specifically, they chat about: Christine & Ollie’s short, medium and long-term financial goals The lay of the land - where are they currently sitting financially How much they’re saving on a fortnightly basis, and what they’re doing with it How their investment portfolio is split between assets Knowing when to consider investing in property or not How a financial plan works, including the next steps If you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your favourite episode with a friend. SUBSCRIBE to It's No Secret, wherever you listen to podcasts and never miss an episode: Apple Podcasts - Spotify Follow us for fun chat & financial tidbits on IG: @itsnosecretnz Got questions? Get in touch: www.itsnosecret.co.nz Disclaimer: Investing involves risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time. The information provided should not be relied upon as investment advice or recommendations and should not be considered specific legal, investment or tax advice. Any information we provide is general only and current at the time of writing. Kernel Wealth Limited is the manager and issuer of the Kernel KiwiSaver Plan and Kernel Funds scheme. The Product Disclosure Statements are available at www.kernelwealth.co.nz
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Our podcast is all about having real, honest conversations about money. We believe that talking openly about our personal finances is the first step to building a better financial future for ourselves and our community. That's why this week and next, we're bringing you a two-part financial planning series in collaboration with Lighthouse Financial. Christine and her partner Ollie are put in the hot seat as Wealth Director & Financial Adviser, James Blair, takes them through a fina...
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51. Part 1: Creating a Financial Plan
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