The ULTIMATE financial plan (step by step)

Most Kiwis want to be better with money, but don’t know where to start. Here’s the ultimate guide to creating a real financial plan.

What you’ll learn:
1️⃣ How to set a clear goal for financial freedom
2️⃣ How much wealth you really need (without the guesswork)
3️⃣ How to check if you’re on track—and what to change if you’re not
4️⃣ Why one investment property could change everything

The best part? This isn’t complicated. Follow these steps and take control of your future.

Try out Opes Plus for yourself: https://plus.opespartners.co.nz/

Comment below—what’s your financial goal?

Click the link to book a free session with a financial adviser: https://www.opespartners.co.nz/book-your-free-session-2?utm_campaign=nav-cta

00:00 Intro
00:20 Your long term goal
03:39 Find your financial freedom number
05:33 See if you are on track
08:00 Face your future
10:28 Decide what to invest in

#wealthplanning
#retirementplanning
#propertyinvestment

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