In this episode, we explore practical tips and strategies to help you "get ahead" financially. While the phrase "get ahead" often implies financial success compared to others as the ultimate goal, this discussion focuses on improving your own financial situation, no matter where you are starting from. The tips provided are designed to be adaptable, acknowledging that everyone's financial journey is different. Let me know if you have any to add - enjoy!

What we discuss:

• How to assess your current financial season
• How to align spending habits with long-term financial goals.
• How to identify and address specific financial challenges.
• Why you should be optimising available resources and assistance programs.
• Adjust rather than eliminate expenses (insurance, debt, subscriptions).
• Explore creative saving methods, such as round-up savings apps and cashback programs.
• Consider investment assets (e.g., saving for a house or building an investment portfolio) and when to consider them.

Other episodes mentioned:

Freelancing vs being employed: Pros and Cons

How to create a financial plan

How to build financial foundations: A blueprint


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sarah@theoneupproject.nz  

DISCLAIMER: The OneUp Project is an educational platform that provides information that is general in nature. There may be opinions or an individuals experience within this resource that should not be considered as recommendations or personal advice. Everyone’s financial situation is so different and you must use the information within this resource at your own risk. Please complete your own due diligence before making any decisions based on the information in this resource. I am not a financial advisor and if you require expert advice please seek advice from a professional.