Elise Ryan is an Authorised Representative, GWM Adviser Services Limited, Australian Financial Services Licensee
Everyone leads a busy life, but it’s important to take time out to think about your current finances and your financial future.
When you are planning or have a young family, there are a lot of important tasks that are on your mind. It is easy to let every day things like managing your finances fall to the wayside.
Paying the bills is quick and easy, but thinking about the big picture in 10, 20 or 30 years down the track can feel like a daunting task. Many people think retirement is so far away and that they have plenty of time before they need to start looking at planning for that phase of their lives. There is also the belief that it will just work itself out.
But you are reading this, so take the time now to think about your life in 30 years’ time.
You don’t want to regret not planning for your future.
By engaging an advisor, it forces you to take time out once or twice a year to chat about your goals and strategy and make adjustment where needed. This helps you to not only be aware but also re-evaluate what’s important to you and what your goals are year to year.
Research shows that by writing down your goals, you are more likely to plan and work towards achieving them.
By having a trusted financial advisor to look at your goals and create a tailored strategy, you will have to spend less time thinking about your financial future, and you will be in a much better position in the future.
At Income Solutions, we place a lot of time educating our clients on our investment philosophy so that they walk out of their meetings with complete understanding of what their strategy will be and how it will help them reach their financial goals.
It’s never too late to re-assess your financial position and change your strategy, and it’s never too early for your teenage children to start understanding their finances.
We run 4 events each month that will help you start making a plan, no matter what stage you are in for planning your finances:
Common Sense Investing
Common Sense Estate Planning
Kickstart: Your Financial Future
Pivot: Choose Your Financial Direction
We urge you to have a look at our website – www.incomesolutions.com.au/events or have a chat to one of our financial advisors to see which event would help you to achieve your goals, for you and your family.