Be a Financial Goal Getter | Episode 6

by 14 Mar 2023The Money Brew Podcast

Are you ready to get serious about your money? In this episode, we’re going to dive into the importance of setting financial goals and how to make them easier for you to achieve. The tips and strategies I share in this episode are simple, practical, and will surely help you start your journey in achieving great financial health.


In this episode:

  • The importance of setting financial goals.
  • Understanding financial goals – how to set them and some examples.
  • How to make goals easier to achieve.
  • Breaking down your goals into smaller measurable goals.
  • Four tips for setting financial goals and how to achieve them.

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      Kylie is the Yin to Anthony’s Yang.

      With a Diploma in Financial Planning, she’s spent over 25 years in the financial services industry, using her knowledge and skills to successfully weave an adoration of style and travel, alongside business, into her life.

      While Kylie brings experience and knowledge from brands like ANZ, HSBC, Deutsche Bank and Merrill Lynch, she also brings heart and inspiration to Creo Wealth. This shows in how she manages the Creo Wealth team who feel appreciated by Kylie (oh, and Anthony too!)

      But Kylie’s heart and inspiration doesn’t stop there. She’s a huge spender and certifiable shoe addict. This, along with her upbringing, means Kylie truly understands how hard it is to get in touch with your money story.

      She’s on a mission to educate people to help them understand their money story. And then give them the tools to begin rewriting it. Kylie loves to use her stylish shoes to kick-start people’s confidence to set and reach their financial goals.

      And the fun part for Kylie?

      She always looks classy when she challenges Anthony for that last M&M.