When you fail to plan, you plan to fail. This maxim is especially true when it comes to finances, yet far too many Australians fail to plan for their financial future. Some people find the thought of financial planning intimidating. Others simply get caught up in the day-to-day minutiae of their lives and forget to make time for it. Yet there are several key benefits to making a financial plan:
The first step to creating a sound financial plan is to understand your current relationship with money. Before we can look to your future, we need to understand your past and present, not just in terms of money, but your history, your family, your lifestyle, your career, your hopes and dreams. This assessment also includes examining your assets, liabilities, insurance coverage, investment and tax strategies. Only then, when we have a detailed picture of your financial and life goals, can we begin to help you plan for your financial future.
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