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Sep 25
27 m

Boost my Budget: Achieving your goals on...

Equity Mates Media
About this episode

How you structure your cashflow is the key to achieving your savings goals, no matter your income. 


Becca dreams of sipping cocktails in Fiji, but her budget feels messy. With a small mortgage, investment properties, and even some shares- she’s built a strong base. But a recent drop in income has made it hard to balance today’s spending with tomorrow’s goals.


In this episode, financial adviser Alex Luck joins Bryce to help Becca clean up her cashflow and prove that even on a low income, goals are still within reach.


We cover:


  • Setting up a simple account system which makes saving feel effortless.


  • Why cashflow structure matters when it comes to hitting goals.


  • How to balance short-term treats with long-term plans.


Links Referenced: 


👋 Want to speak to Alex? Get in touch. 

💲 PocketSmith is offering Equity Mates listeners 50% off the first 2 months of a Foundation Plan. To try PocketSmith for yourself head to pocketsmith.com/equitymates

📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!

🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.


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In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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Get Started Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.



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