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Episode Description:
In this episode of The Wealth Guide Podcast, our Senior Financial Planner, Dean Desoukey, shares his expertise through a detailed client case study to demonstrate that you don’t need pots of money to benefit from financial advice. All you need is income and excellent advice in managing that cash flow to get you ahead and hit your goals as soon as possible.
Dean talks about diversifying your financial “buckets” to prevent loss, using cash surplus to manage taxes and mortgage repayments strategically, and the benefits of a structured protection technique within superannuation.
If you want to learn how to manage your finances in the most tax-effective manner and set yourself up for future property investments, then make sure to listen to this episode!