Free Advice Friday - Life Admin
Become Financially Fit
It’s time for you to be more focused, starting now.
1. Complete an Audit
Now is the perfect time to look through your expenses.
Enter your actual spending on the spending plan above. Go back over the last 3-6 months' worth of transactions and list them down. Once completed, you will have the ability to adjust the figures to match your spending goals.
2. Fill in Your Score Card
Now that you have your spending plan completed let's look at your score card.
Here you can add in your Assets, Liabilities and Investments – this will provide you with your overall Net Worth Position.
You Net Worth position will put a stake in the ground and give you a number to measure your success for the future.
Get in touch to discuss your Spending Plan or Net Worth Position
Would you like one of our advisers to get in touch?
Click the button below and we will have an adviser contact you.
Our Advisors
