On Tuesday 29 March, Treasurer Josh Frydenberg handed down the 2022 Federal Budget, which was eagerly awaited given the impact it could have on the forthcoming election outcome. The Treasurer
Meeting with a financial planner isn’t just for high net wealth individuals with huge investment portfolios; it’s for everyone. Every milestone in life presents new and different financial challenges: cash flow early in your career and when paying off a mortgage, getting married, planning for a family, receiving an inheritance, managing super, investments, retirement… the list goes on.
You’re never too young or old to take control of your finances and with the help of a good financial planner, it’s easier than you think.
Get the picture
Your financial planner will examine the current state of your assets and liabilities and give you a complete picture of where you stand.
Goal setting
From there you can discuss and set attainable goals for your financial future, whether it’s as simple as saving for a holiday or something more complex like planning for your retirement.
The know-how
Your financial planner will help you work out how to best reach the goals you’ve set. You’ll have a clear picture of the course of action you need to take and the support you need to do so.
If you’d like to know more about financial planning for your future milestones, get in touch with CountPlus One. Our friendly team would be happy to give you advice you can count on.
Written by Adam Hone