Money Stories
Money Stories by In Financial Services shares the real money journeys of everyday people—the wins, losses, and lessons learned. Each episode spotlights guests from all walks of life, diving into how their upbringings and early money choices shaped their financial paths. From budgeting tips to investment strategies, they offer practical advice and insights to help you build wealth and take control of your financial future. With a focus on Empowering Financial Dreams, Money Stories proves that anyone can achieve financial success with the right plan and mindset.
Episodes
This episode is for anyone who’s wondering, “How do I even start building my future?” In this episode of Money Stories, the mic gets flipped as our usual host, Ben Harris, shares his own journey, from flipping burgers at Macca’s as a teen to buying his first property at 18, and later becoming a mortgage broker with a mission to help others do the same. Growing up in a home where property talk was the norm, Ben learned early on ...
From First Property to $8M+: Casey Taylor’s Journey to Financial Freedom This episode is for anyone who’s ever wondered, “Could I really build wealth through property?” In this episode of Money Stories, we’re chatting with Casey Taylor from Taylored Property Wealth – a buyers agent and business owner with a personal investment portfolio worth over $8 million and a goal to grow it to $20 million. But Casey didn’t start with money. ...
In this bonus episode of Money Stories, Money Questions, we dive into what Labor’s re-election means for first home buyers, investors, and anyone with a HECS debt thinking about entering the property market.
With new housing policies announced, this episode unpacks what’s changing, what’s staying the same, and how it all affects your borrowing power, access to government grants, and future wealth-building opportunities.
We explore ...
Before you jump into property, shares or building wealth, there are 3 essential pillars you need to get right, and financial planner Dan Walsh is here to break them down.In this bonus episode of Money Stories, Money Questions, Dan shares the practical foundations every investor needs:✔️ A strong financial structure✔️ The right protections in place✔️ Clear control over your superannuationThink of it as your money safety net , so you...
In this episode of Money Stories, we sit down with Dan Walsh, a financial planner whose journey through business ownership and career transformation is full of valuable insights. Dan founded and built his own financial planning business, Tailored Wealth, before making the decision to sell and step into a new role as Head of Wealth Protection at Invest Blue.
Dan opens up about the realities of business ownership, what drove him to s...
In this episode of Money Stories, we chat with Amy Harris, our usual co-host of the Money Stories podcast, a property investor, and a key part of the family behind the business In Financial Services. At just 29, Amy has achieved incredible property success—but it all started as a university student with no real savings and big dreams.
Amy shares how embracing the power of saying yes to opportunities and accepting help from others o...
In this episode of Money Stories, we are joined by Janine Harris, founder of In Financial Services, mortgage broker with over 25 years of experience, and property investor who has owned more than 30 investment properties throughout her life.
Janine opens up about growing up in a family of savers, knowing she wanted more than just a secure nest egg—she wanted a life she could enjoy while building wealth. Starting at 19 with her firs...
In our first episode of Money Stories, we’re joined by Pat Mears, a seasoned property manager and owner of the successful Rubix Realty. Pat shares his inspiring journey from starting in real estate as a teen to building a portfolio of investment properties that’s setting him up to achieve his financial dream: retiring on the Gold Coast.
Pat dives into the lessons he learned early on about saving and budgeting from his parents and p...
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