Bonus Episode: Money Moments with Jervis Koo - Budgeting, Credit Card Debt, Investment Clubs, Passive Investing and Cryptocurrency

It's No Secret

Hello and welcome to another bonus episode of It’s No Secret. Money Moments is where we chat to real Kiwis about their experience with money - the good, the bad and the hilarious.

Today on the pod, we’re joined by Jervis Koo. Jervis is the Digital Director of boutique agency, Unco, a Kernel investor and of course a friend.

In this episode, Jervis shares how he went from rags to riches, literally. From blowing an inheritance from his father, to getting himself into debt, to know being all over his finances, Jervis has an interesting money story worth hearing about.

In this episode, we chat about:

• How he got out of debt and into investing
• Why he’s ditched the 50/30/20 budgeting approached in place of a 30/30/30/10 one
• How his 6 pillar philosophy for life helped him realise he was spending too much time and energy on his finances
• Starting an investment club and how this improved his financial literacy
• Why he’s a fan of investing in passive investments, cryptocurrency, private equity and more

…and lots more good stuff.

We hope you enjoy this conversation as much as we did! It’s a goodie.

If you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your favourite episode with a friend.
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Disclaimer:
Investing involves risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

The information provided should not be relied upon as investment advice or recommendations and should not be considered specific legal, investment or tax advice.

Any information we provide is general only and current at the time of writing.