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Kate Campbell

πŸ‘€ Speaker
14245 total appearances

Appearances Over Time

Podcast Appearances

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

That's so great.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

So it can't be too far away because people won't be able to drive that far.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

So that'll also probably change the target.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

But I think at least putting a number down gives me something to work with.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

Most people's goals do shift, like even our financial independence goals.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

I mean, when I was 19, I said a million dollars.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

And as the years have gone on, I've probably seen that maybe I need a little bit more than that.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

for the lifestyle I want and to make sure I've got money for the various things I want to do in my life for many decades to come.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

And so I think just putting down a target of $100,000 in five years will at least get me moving in a direction.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

Yeah, so I think I'm going to need to set up an automation.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

Yeah, so because it is a longer period of time and there's nothing dependent on it, so it's not like I need this house deposit at this time and I might be forced to sell at a bad time.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

I am actually investing this money.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

So I have a portfolio that I am using for this goal.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

Yeah, this is probably a side category goal because it's not going to affect me if I don't reach it as fast as I want to.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

Yeah.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

So I probably want to be investing at least $10,000 into this portfolio a year.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

And this is an active investment portfolio.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

So I'm not investing in ETFs in this portfolio.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

Interesting.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

So it's a slightly different approach.