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New Year Financial Checklist

As we move into 2022 and ponder how fast the last 12 months have come and gone, many of us find ourselves thinking about our future.

A financial checklist is an excellent tool to see how you are progressing towards your goals and to help identify any specific areas you might need to focus on in the immediate future.

Home loan review
Are you able to increase your payment amounts or frequency to save interest? Should you refinance for a better deal or lock in a low fixed rate?

Other debts
Review the amount of personal loans, credit card or other debts currently being paid off. Consolidating debts could help reduce interest costs that is often much higher on these types of debts than on your home loan.

It’s important to regularly review your insurance policies to ensure that you and your family have adequate cover. When was the last time you reviewed your insurance cover?

What is the current value of your super? Is it working as hard as it should be? Are you on track to meeting your retirement needs or should you start making extra contributions?

How much money did you save this past year?
Are you spending first and saving what’s left? If not perhaps pay yourself first by allocating up to 10% of your income to a regular savings plan.

Your will
People get married, have children, change relationships, get divorced or establish new interests. Left unaddressed, any of these may result in a will being legally challenged.

Don’t wait to review your financial situation…come see us today, and you may find that your other New Year resolutions are more easily achievable as a result!

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