The festive season has sadly come to an end and your bank account might be looking a little worse for wear right now.
The new year is the perfect time to review your finances and give them some attention. Here are our top 10 financial resolutions that can help improve your financial health in 2022:
1 – Review your 2021 expenses
2 – Budget and track your expenses
3 – Review your debt and have a plan to pay it off
4 – Write down your long term financial goals
5 – Create or review your Will
6 – Plan to build an emergency fund
7 – Make a savings commitment and make it automatic
8 – Calculate your net worth
9 – Check your insurances
10 – Set up milestones to keep yourself accountable.
If you have any questions or need some extra help with your finances, please contact us on 03 9886 0800 or via email.
What should you do now?
For most people, getting started is the hardest step. Here are a few actions that you can take today:
Become Money Smart
Build your financial knowledge and join our online community where you will receive TAG updates and invites to our Information Sessions.
Meet with us
If you would like to discuss the future of your business further, contact us to arrange a time.
Wealth Projection Tool
Our most powerful tool for wealth creation. TAG’s Wealth Projection Tool will show you how long your money will last, is easy to understand, provides clarity and helps create targets and goals. Contact us to arrange a time.
Disclaimer: The information contained is general in nature. Professional advice should be sought before acting on any aspect on this page. Financial planning services provided by TAG Financial Advisors Pty Ltd (ABN 77 154 205 017 AFSL 415632), a wholly owned subsidiary of TAG Financial Services Pty Ltd (ABN 67 075 374 686). Copyright 2021. Please do not reproduce without the expressed written consent of the author.