Monthly Archives: June 2018

//June

Helping You Find Your Financial Path

When it comes to personal finances and ways to build your wealth it seems that everyone has an opinion – and a preferred pathway for wealth accrual. From your mate down the pub who likes to share his stock market tips to your friend at work who has a constant stream of ‘get rich quick’ [...]

By | June 21, 2018|

Review your Mortgage

If you have a mortgage this is likely to be your biggest monthly expense so it’s a good idea to check your progress at least once a year. Why not use some of the savings you’ve identified and increase your repayments to save interest? If your mortgage has a redraw facility you could use this [...]

By | June 18, 2018|

Take a budget snapshot

You can’t set realistic financial goals and savings targets without knowing how much money you have at your disposal. If you don’t already track your income and spending, then take an annual snapshot as you go through your records to prepare your annual tax return. Deduct your total spending from total income and what’s left [...]

By | June 14, 2018|

Winter Newsletter 2018

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By | June 12, 2018|