The Key to a More Effective Financial Plan

Most people excel in one part of their financial plan. Wither they are very proficient in budgeting, investing, or have sought out expert advice regarding their insurances. However, almost no one talks about how they actually work together. In this episode, I break down the hidden link between all three, and why being weak in one can quietly sabotage the others. The alignment of all three is a fundamental to a smart financial plan.

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The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure