As you say goodbye to the 2015/16 financial year, it’s a good time to put new habits for success in place for the coming year.
Managing your income well from 1 July will help set you up to be better off in the coming financial year, and beyond.
We can help you take simple steps—like making a money management plan, consolidating multiple super accounts into one fund and setting up an automatic transfer from your everyday account to a savings account or other investment—to make a big difference to your financial wellbeing by the same time next year.
There’s so much choice when it comes to investments. Will you be better off with property, shares, an alternative asset like a hedge fund or a managed fund that allows you to invest in property indirectly? There’s so much to consider.
We’re here to help you reassess your needs and put different plans in place over time so you can become better off and build wealth. This coming year, make sure you’re not spending too much on things you no longer need and put the right plans in place for your 2016/17.
Whatever you do, make sure you’re on track to be better off this time next year—one of the most-costly habits of all can be doing nothing.