Do we need a Financial Planner for Christmas?
When it comes to having the money to have our ideal Christmas present, sometimes our aspirations are a little out of reach. If your Christmas day end’s up like the one below, then you need to get your spouse/partner to ask the question “Do we need a Financial Planner this for Christmas?“
If your ideal Christmas day present looks like this:
Ideal Christmas present
But your’s end’s up looking more like this:
Unwanted Christmas present
Ask yourself, what went wrong? Did you:
- Set a budget to spend this year?
- Could you afford those gifts?
- Did you have a savings plan from January 2015?
- Did you pay off debts and loans and left yourself short this Christmas?
- Is your credit card debt getting out of control?
It’s difficult to talk through money with a partner, but once you talk to our team of advisers, we will have you talking about joint life goals before you know it. Once you have these in place, it’s easier to work towards them and aligning your income and savings to meet those goals. It may not be a new car or home, it may simply be having the money to have a great holiday together next year. Simply talking about your goals takes away the difficult things around money.
Book a FREE review today with an independent adviser at Assured Wealth. Our advisers will meet you at a time and place to suit you. We will ask questions designed to get you thinking differently about your future.
