#117 Pivot client story w. Kevin & Jenny - When you've hit your big financial goal, what's next?

<p><span style="font-weight: 300;">In this episode, I chat with a couple of our awesome clients, Kevin and Jenny. We'll actually, I'll just have to Kevin because  Jenny wasn't there, but I will talk about their journey.</span></p> <p><span style="font-weight: 300;">These guys have a young family. They went through the planning process over the last sort of few months and they covered their journey, how the planning process helped them get on the same page, how it helped them make some decisions around buying an investment property and actually getting on top of their savings.</span></p> <p><span style="font-weight: 300;">They'd fall into the offset account, sort of trap and they talk about how they overcame that as well as the confidence that they got from the fee for service, financial advice model, and how they felt that really helped them to confidently act on the decisions that they made in the planning process.</span></p> <p> </p> <p><strong>Want to keep making the right money moves with complete confidence?</strong></p> <p> </p> <p>Upcoming online training events: <a href= "https://bit.ly/PivotEvents">https://bit.ly/PivotEvents</a></p> <p> </p> <p>Book a Money Breakthrough Session with a Pivot Adviser:  <a class="ghq-card-content__link ghq-is-readonly" href= "https://calendly.com/ben-nash-pivot/breakthrough-podcast" target= "_blank" rel="noreferrer noopener" data-key= "e3ac11f8735c4446b04b5356c37cb120" data-testid="Fact Editor Link" data-ghq-card-content-type="LINK"><span data-key= "af8053b668fb43aaac246ae035aa721a"><span class= "ghq-card-content__text-color" data-ghq-card-content-type= "TEXT_COLOR"><u class="ghq-card-content__underline" data-ghq-card-content-type= "UNDERLINE">https://calendly.com/ben-nash-pivot/breakthrough-podcast</u></span></span></a></p> <p> </p> <p>Free download of my Amazon best-selling book ‘Get Unstuck’: <a href= "https://bit.ly/PivotGUSPod">https://bit.ly/PivotGUSPod</a></p> <p><br /> Pivot Blog for other money tips, tools and hacks: <a href= "https://bit.ly/PivotBlog">https://bit.