Hi folks and welcome to the Meaningful Money Podcast session number 301. This is the podcast dedicated to helping you put your finances in order.

My name is Pete Matthew and I'm going to share with you everything you need to know and

everything you need to do to secure your financial future.

I'm here to help you make sense of money.

Here we are once again, Great to have you with me. Hope that your year is starting off well.

Today I'm chatting to a good friend of mine, a fellow financial planner, and he has embarked on quite a journey over the last year.

He's now setting up a tandem business alongside, if you like, his planning practice.

Tandem is not the right word, is it?

Because it won't be alongside then?

A side car business.

Anyway, he's setting up a separate part of his business

from his planning practice, his regulated financial planning practice,

and in this new venture he's going to be coaching clients earlier on in their financial journey.

So interesting conversation today with my friend Mark.

So, you know, I'll announce what we're going to be talking about next week,

since it's not next week, it's a couple of days time,

and starting off a brand new season, so I'll give you a bit of a heads up on that after my conversation with Mark

Remember before any of that though this podcast has brought to you with the help of my friends at seven investment management who specialize in multi asset investing

Which is something I'm always talking on

about here, as you well know. I reckon that should form the basis of most people's

investing strategy and 7 I am are specialists at that. They've been helping me out on here since spring of

2011 so I'm super grateful to them for doing that. Please do check out what they're

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