The #1 Financial Goal You Should Be Focusing On (And How To Achieve It!) ft. Jack Oineza | Ep. 35

In this episode, we're joined by Jack Oineza, an award-winning financial expert with 24 years of experience helping individuals and businesses achieve their life goals and financial well-being.

Jack shares how a chance encounter at a barbeque sparked his career in finance, the value of understanding a client's personal goals beyond just numbers, and why educating clients is the cornerstone of effective financial advice.

He also talks about the power of relatable life examples in financial planning, the misconceptions around tax-saving strategies, and the vital role of regular check-ins in adapting financial plans to life's changes.

If you want to gain confidence in your financial future and develop a personalised strategy for long-term success, then make sure to listen to this episode!

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SHOW NOTES LINKS

https://www.linkedin.com/in/rajiv-ricky-regmi-cpa-943694213/  

https://rykercapital.com.au/
https://au.linkedin.com/company/ryker-capital
https://www.instagram.com/rykercapital/
https://www.tiktok.com/ryker
https://www.facebook.com/profile.php?id=100054854616452

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LISTEN TO THE PODCAST

Spotify: https://spoti.fi/3qJL8w4
Apple Podcast: https://apple.co/3QPF3ch
Amazon Music: https://amzn.to/3YMZjgD
Google Podcast: https://bit.ly/3swIVEF

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FIND US HERE

Facebook: https://bit.ly/3RsO5Mr
LinkedIn: https://bit.ly/3Rs0Qah
Instagram: https://bit.ly/46kZvGp
TikTok: https://bit.ly/3PSbK7U
YouTube: https://bit.ly/3rsKxPG 

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CONTACT US

hello@rykercapital.com.au   

Client Enquiries: 1300 179 537
Careers & Press: 1300 179 537

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TIME STAMPS:

00:00 Intro
02:12 Jack's Background
03:23 - Achieving Financial Freedom
06:41 - Educating Clients
09:31 - Jack's Target Market
11:38 - Mapping Out Strategy for Clients 
14:19 - Sponsor Video
15:42 - Dispelling Money & Tax Myths
18:03 - Monitoring Client's Financial Progress 
22:31 Conclusion

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DISCLAIMER

The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult with qualified professionals or experts in the relevant field for personalised advice tailored to your specific situation.

Chapters

• 0:00 Intro
• 2:12 Jack's Background
• 3:23 Achieving Financial Freedom
• 6:41 Educating Clients
• 9:31 Jack's Target Market
• 11:38 Mapping Out Strategy for Clients
• 14:19 Sponsor Video
• 15:42 Dispelling Money & Tax Myths
• 18:03 Monitoring Client's Financial Progress
• 22:31 Conclusion