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Episode Description:
In this episode, we’re joined by Jack Oineza, an award-winning financial expert with 24 years of experience helping individuals and businesses achieve their life goals and financial well-being.
Jack shares how a chance encounter at a barbeque sparked his career in finance, the value of understanding a client’s personal goals beyond just numbers, and why educating clients is the cornerstone of effective financial advice.
He also talks about the power of relatable life examples in financial planning, the misconceptions around tax-saving strategies, and the vital role of regular check-ins in adapting financial plans to life’s changes.
If you want to gain confidence in your financial future and develop a personalised strategy for long-term success, then make sure to listen to this episode!