The New Year

If you were to make a New Year’s resolution on your financial affairs, what would it be? The usuals are – spend less, earn and learn more.

Here are some thoughts to help stimulate you, based on our many appointments with clients and some common areas needing attention:

  • Find out why superannuation is not an investment.

  • Get your Wills done. There are still a huge percentage of people without one and it makes life for those left behind so much easier.

  • Discover your household surplus. The amount annually you don’t spend is the ‘tool’ that provides for your future.

  • Invest in something new to you. Extend the list of things you are comfortable investing in.

  • Read ‘The Richest Man in Babylon’ by George S Clason


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