Episode 36: The Unexpected Reason Why Financial Experts Hire Their Own Financial Planners

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If you’re a business owner or individual who wants to take control of your finances, generate wealth, and secure your future, visit: https://rykercapital.com.au/our-service/

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In this episode, we’re joined by Ray Regmi, a seasoned financial advisor and the founder of Ryker Capital, and his client, Nick Chong.

Ray shares how he helped Nick gain clarity on his financial situation, identify key areas for improvement, and develop a tailored strategy to achieve his short-term and long-term goals.

Nick also talks about how Ray’s guidance has not only improved his financial position but also provided comfort and confidence, knowing that his finances are in expert hands.

If you want to learn how to take control of your finances, avoid common pitfalls, and see real, tangible progress toward your financial goals, then make sure to listen to this episode!

Timestamps:

00:00 – Intro

00:57 – Nick’s Goals & Aspirations and Why He Chose to Work With Ryker Capital

02:02 – Working Out a Strategy for Nick

03:34 – Financial Accountability 

05:46 – The Personal Bias with Finances

09:29 – Financial Planners = Financial Coaches?

10:57 – Tracking Client Goals

12:09 – Sponsor Video

13:32 – Nick’s Realisations on His Financial Journey

15:49 – The Immeasurable Benefits of Having a Financial Planner

17:14 – Strategies to Support Financial Clients Wellbeing

18:36  – Prioritisation of Goals 

23:06 – Conclusion