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Home > It's No Secret > 51. Part 1: A Step-By-Step Financial Plan With Lighthouse Financial
Podcast: It's No Secret
Episode:

51. Part 1: A Step-By-Step Financial Plan With Lighthouse Financial
Category: Business
Duration: 00:56:03
Publish Date: 2023-03-21 14:00:00
Description:

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

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