As the holiday season winds down and we commence the new year, it’s easy to be distracted from your financial goals. But January is actually
the perfect time to put a few simple plans in place for a positive start to the new year.
New Year’s resolutions have a bad reputation, and for good reason. So let’s agree up front that we won’t think of financial preparations for the new year as “resolutions”. Instead this is a great opportunity to set things in order, re-group and look back to ensure things are on track, and of course to re-balance and plan for the year ahead.
Ask questions and seek clear and relevant answers as if you’re looking after the world’s most important retirement nest egg…because you are!
Then, depending on your stage of life:
Planning for the best
To revisit your financial plan and ensure you’re on track to achieving your goals, or to put new plans in place for the year ahead, speak to
your financial adviser.
Making the decision to see engage with our financial planning services means that you want to make a positive difference to your personal financial future. We truly believe everyone needs a financial plan. We can help you to understand the intricacies of investing, taxation, and the ever-changing legislation around superannuation. Our finance advice can really make a difference to you by helping you identify realistic goals, and put strategies in place to achieve them.
Are you ready to take control of your personal finances?
Get the SMART team working with you. Call SMART Business Solutions Financial Planning on 03 5911 7000 or firstname.lastname@example.org.
Important information: This document contains general advice. It does not take account of your objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision.