I wish I was taught that at school

123 - The basics of building wealth for life with Josh Pennell from Prosper Advisory

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Synopsis

Josh Pennell is a Director of Prosper Advisory and head of Wealth Management and Financial Planning.He holds a degree in Economics and Finance, is a Certified Financial Planner CFP®, and is a member of the Financial Planning Association of Australia.Josh is passionate about helping people achieve the financial success and freedom they deserve and is always happy to share the knowledge he’s gained from 16 years’ experience as a Financial Advisor.In this episode, we look at how Josh got started on his own wealth-building journey and hear the advice he thinks everyone can benefit from, including:Why establishing money-management habits is an important foundation;How various factors contribute to building your equity;How a solid strategy and good habits help open up greater opportunities;How important it is to understand your financial situation holistically;How to prepare yourself before you get a mortgage.If you’re yet to get started on your own path to prosperity, or if you’re already doing some solid wealth b