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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