In this episode, I chat to Luke who is a client that we’ve been working with for the last 12 months, we talk a bit about his journey and how he set himself up to take action on some financial decisions coming out of the really scary time that was, COVID how we tackled his investment planning and strategy work.
Some of the key things that have really moved the dial for him in the last 12 months and his tips for other people in a similar situation. Luke has got some serious traction, just like adjusting a very short amount of time. So there’s a lot of gold to learn from this one.
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