How to Move Town Without Ruining Your Finances | Case Study
Thinking about moving closer to family but worried about the financial risks? In this episode, Rob Goudie chats with Rachel about a real client case study and how to make a big move without taking on unnecessary debt.
We talk about why rushing into property decisions can end up costing more than you expect, the hidden impact of debt on cash flow, retirement savings and lifestyle goals, and why renting first can be a smart way to test a new location. We also cover strategies for maximising super contributions and maintaining financial flexibility in your 50s.
If you’re thinking about buying, moving, or upgrading your home, this episode gives practical advice to help you make calm, confident financial decisions.
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Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Rachael Todman, GradDipFP (ASIC Reg 1270413), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.