Setting Your Life Goals

The words “financial planning” may not sound very exciting but here at TAG we will tell you otherwise. Whilst money and finances often gets thrown in the “too hard basket” for many families, the reality is that when it comes to your finances, effective and strategic planning is the key to living a happy and fulfilling life.

“But money doesn’t buy happiness” you might say!

We agree that money alone doesn’t equal happiness and we certainly don’t believe that you need to be a millionaire to enjoy life. What we do believe in, however, is that effective money management will give you the freedom to “say yes” to the good things in life.

Proper financial planning means that you are free to say yes to that overseas holiday, yes to buying your own home and yes to a financially secure and enjoyable retirement.

So what does financial planning involve?


Goal Setting

In order to put together an effective financial plan it’s important for us to understand your own personal life goals. Like anything in life, if you have a clear idea of where you want to get to you can identify the steps needed to get there. Some of the common goals our clients identify in our initial meetings include:

Did You Know

If you had a $300,000 mortgage at 4.5% interest and paid just $50 extra p/week you would cut over 6 years off and save over $63,000 in interest. Now think about how you could invest these savings to drastically improve your retirement!

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