OneUp Project 158 - What 'having a financial plan' looks like
Nov 7, 2022
28:49
Financial Planning 101 - here are the elements that can make up a financial plan personalised to you. As you know I am not a financial adviser but after having so many on the pod talk about the importance of 'having a financial plan' I wanted to collate some of those main themes into an episode so we can understand what a skeleton version of your personal financial plan would look like. Here are a few things we cover;
- Money mindset
- How to create a good goal and vision
- Property / Investing / Saving / Budgeting / Side hustles
- What it means to have a financial plan
Find more of our community here:
www.instagram.com/theoneupproject
Want to get in touch directly?
sarah@theoneupproject.nz
Thanks so much for your support and listening it means so much to me. Please leave a rating or review if you’re enjoying and I will see you in the next episode!
DISCLAIMER:
The OneUp Project is an educational platform that provides information that is general in nature. There may be opinions or an individuals experience within this resource that should not be considered as recommendations or personal advice. Everyone’s financial situation is so different and you must use the information within this resource at your own risk. Please complete your own due diligence before making any decisions based on the information in this resource. I am not a financial advisor and if you require expert advice please seek advice from a professional.
- Money mindset
- How to create a good goal and vision
- Property / Investing / Saving / Budgeting / Side hustles
- What it means to have a financial plan
Find more of our community here:
www.instagram.com/theoneupproject
Want to get in touch directly?
sarah@theoneupproject.nz
Thanks so much for your support and listening it means so much to me. Please leave a rating or review if you’re enjoying and I will see you in the next episode!
DISCLAIMER:
The OneUp Project is an educational platform that provides information that is general in nature. There may be opinions or an individuals experience within this resource that should not be considered as recommendations or personal advice. Everyone’s financial situation is so different and you must use the information within this resource at your own risk. Please complete your own due diligence before making any decisions based on the information in this resource. I am not a financial advisor and if you require expert advice please seek advice from a professional.