Savings and Budgeting

Savings and Budgeting

Savings and Budgeting

By setting goals, planning ahead and being smart with your savings and debt strategies – you can actively grow your wealth even from a modest start.

At FPW Financial Advice, we understand your financial position and can provide advice on how you can grow your portfolio. We have experience in building effective savings strategies that help maximise your income and minimise your tax. We can implement regular savings plans to help you stay on track in meeting your lifestyle goals whether that is overseas travel, a new kitchen or holiday home.

Click here to read more about the following strategies that you can consider to help streamline your finances and budgeting with the goal of increasing your savings:

  • Setting goals
  • How to budget
  • Establishing a savings plan
  • Ways to reduce your debt
    • Paying off non-tax deductible debt first
    • Not borrowing to fund deprecating assets
    • Paying off high interest credit cards 
  • Planning for the unexpected

Until next time, 

Regards Rodney. 

 

Rodney Johnstone CFP BBus, DipFP, GradDipAppFin 

Authorised Representative of Count Financial Limited

Financial Adviser,  FPW Financial Advice Pty Ltd 

General Advice Disclaimer

_________________________________________________________________________________

If you would like to get in touch to have a chat about any of the services that FPW Financial Advice provides, click here