Saving for that special something


Saving for that special something


Saving for that special something

Most of us have things we want but not everyone can simply go out and buy them. Whether it’s a new car, an overseas trip or a deposit for your first home, that something special is achievable if you are realistic and put in place a disciplined savings program.

Common questions to consider

Some questions you may wish to consider include:

  • Where does all my money go?
  • How much should I be saving each week?
  • How do I make the most of my savings?
  • Where should I put my money while I’m saving?
  • What is the benefit of starting early?

How we can help

When you have a special goal in mind, you might need help working out how much you need to save and how to look after what you’ve achieved so far.

We can:

  • Review and help you set specific goals and a target timeframe to achieve them.
  • Look at how much you’ll need for long-term goals.
  • Review your spending patterns, financial commitments and debts.
  • Identify your opportunities to save money.
  • Recommend savings or investment strategies to achieve your goal.
  • Review, recommend and organise appropriate insurance to protect your existing assets and your financial situation.

 


Life happens Don't let it take you by surprise

Life happens Don’t let it take you by surprise

FREE PDF Downloads

We don’t always know the best way forward when big life events happen. Dealing with major financial questions around inheritance, having your first child, or planning to care for a frail relative can be complex and confusing. To access just click on the topic of interest’s heading link or picture of the PDF you would like.

Getting expert help  With expert financial advice, you’ll have help to reach your goals. We take the time to get to know your circumstances and what’s important to you. And we create a plan that’s tailored just for you.  Talk to us today.

 

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Saving for that special something ....Piggy Bank