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Updated: Jul 19, 2023

Victoria, please tell us a little bit about your financial planning journey and your experience working with a Financial Planner.

why financial planning

Why was it important for you to seek financial advice?

Blyth can provide me with the best deal and insight for my needs over myself looking. My needs were specific and I don't have the knowledge or experience to source the right strategy with in a timely manner.

How has your financial knowledge changed since you first met with your Financial Planner to now?

I have a far better picture and understanding of my opportunities.

What is the most important thing you have learned through the financial planning process?

The importance and options in relation to tax minimisation. Most recently, my options from a loans perspective.

What is the #1 financial objective you plan to achieve in the next 10 years?

Pay off Home loan and retire (6 months overseas and 6 months in Melbourne).

If you could provide some financial advice to your younger self, what would it be?

1) Focus more on superannuation.

2) Don't renovate, keep and buy another house.

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