Watch the full video:
Listen to the podcast
Get In Touch
Episode Description:
In this episode of The Wealth Guide Podcast, our Senior Financial Planner, Dean Desoukey, shares an inspiring story of how his client, a single mother with two children, one with a disability, overcame financial stress and uncertainty to secure her future.
Dean shares how he consolidated her super funds to save over $700 a year in fees, optimised her budget to enable tax-saving salary sacrifice into super, and sustainably increasing home loan repayments to have it paid off by age 57 instead of 70.
If you want to learn how small changes today can lead to big improvements in your financial position down the road, then make sure to listen to this episode.