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Amy Poching

πŸ‘€ Speaker
478 total appearances
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Appearances Over Time

Podcast Appearances

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

And we've got some invested aggressive, which is kind of 10 years plus, some growth so that if he did want to need to access the money a bit sooner...

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

then that kind of works.

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

So the lesson there is just diversification.

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

It's always the more we can diversify,

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

The less risk we have.

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

Yeah, yeah.

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

And how good that he was like, gosh, I need to get some advice around how to manage this properly.

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

Because I've got a fantastic opportunity here.

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

And just not blowing it.

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

Yeah, it is quite rare, but that is not the first time I've seen it.

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

And it is happening more with companies that are doing that.

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

And even with people just starting out, you know, and they're like existing clients, they'll say to me, oh, I've been offered this within the company.

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

And it's like, yeah, great.

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

Yeah.

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

Yeah.

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

Yeah.

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

Very cool.

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

Another thing that was really important for him, which is very important for a lot of people is that, uh, you know, to have a relationship property agreement.

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

Yeah.

Keep The Change
Financial Planner Reveals: How Everyday Kiwis Are Building Wealth

If, um, cause this is, you know, now I'm very wealthy.