What does a real financial plan actually look like?

In this episode, James walks Rachel and Dion through their personalised financial roadmap - covering budgeting, mortgage strategy, investment property planning, KiwiSaver comparisons, and retirement scenarios that show how they could achieve both lifestyle freedom and long-term wealth.

This episode is proudly sponsored by PocketSmith: Big goals mean nothing without action. PocketSmith helps you track, plan, and stay accountable. Start today with 50% off your first two months.

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The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.