#106 Pivot client story w. Danny & Nikki - Building a rock solid financial foundation with total confidence

In this episode, I chat to Danny and Nikki, the two of our amazing clients that recently just gone through the process over the last few months and we talk about their experience with the advice, how they tackle to get started with some of their money journey and some of the big decision that they’re making, some of the things that surprise them and about the advice process. They talk a bit about, they’re already good savers but how a simple sort of budget savings planner was an absolute game-changer for them. We covered how they planned around their family and that alongside some of the investment side choices that they made as well as some of the things that I supposed tips where they think that having support around your decisions is a driver of better results.

 

 

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