Paul Benson
speaker
378 appearances
1 recordings
1 series
first heard Mar 2021
last heard Mar 2021
Paul Benson’s voice in public audio — every appearance, attributed to the second.
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Appearances
Somehow them both sitting in a room with me kind of breaks that down a little bit.
And so sometimes, you know, we might come in just thinking of one last week and, you know, so all right, well, how can we help?
What's the objectives?
And the husband reels off, right, oh, we want to do this and property this and blah, blah, blah, and buy a warehouse and et cetera.
And I'm like, okay, yeah, well, that makes sense.
And okay, all right.
So we're trying to do that.
And then we get, you know, half an hour into the meeting and then the wife says, well, actually, I don't want to do that.
I want to buy shares.
Oh.
The two of them had never discussed it, right?
You know, sometimes even couples have got different views on helping the kids, say, with a deposit for a home or these sort of things or how important it is to leave an inheritance, you know.
So yeah, discussion around goals, prioritizing the goals, getting couples on the same page with their goals.
That's certainly a really important element of financial planning and something we spend a lot of time with clients on because if you don't get that right, then all the strategies you develop are not going to work.
They're not going to resonate because they're not aligned with what the client's trying to achieve.
So clarity on the goals, prioritization of the goals is really important.
And then I guess you're looking at investment strategy.
So you're thinking about how are we going to invest?
Are we
regular savings plans and core satellite approaches and all sorts of things that I'm sure you guys have talked about previously on the podcast.
Showing 121–140 of 378 · page 7 of 19
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