4 Financial Goals for 2017

2017-03-15 22:46:06

The first few months of a new year is a great time to take control of your finances and make some serious changes.

Whether you are looking to secure your retirement, buy your first property or get out of debt, now is the time to set your sights on new goals and really make a difference.

Unsure where to start? Here are four key financial goals you should strive to achieve in 2017:

Create a plan:

Creating a plan is a great starting point for achieving your short term and long term financial goals. Sit down and really ask yourself what your goals are and what you need to do to make them a reality. If you have an investment idea, first home buyers dream or simply want to go on an overseas trip next year, figure out how much money you need and divvy up how much you need to save each week, month or year to reach this goal. If planning is something you need help with, make sure you seek professional advice from our team at ProInvest, so you can put these plans into action!

Seek advice about retirement:

For many of us, planning for our retirement can be a daunting process. However, starting early is vital to ensure you secure your future and have a stress-free retirement.

Our team at ProInvest can provide the right solution for your individual circumstances whether that’s helping to grow your super, making smart investment choices or setting up a SMSF. We can help you create the freedom to live the life you want after you retire!

Protect your wealth:

People often have goals to achieve wealth, but it’s so easy to forget about putting measures into place to protect what you already have. Think about cases of injury, sickness and death, and how you and your loved ones would handle it.

This year, vow to implement strategies to protect your wealth in case you’re faced with one of life’s many uncertainties. Unsure where to start? Contact our team today!

Create a nest egg:

This is often spoken about but rarely done. Having financial support so you have one less stress when confronted with an event or issue that may affect you financially is crucial. Set yourself an amount you want to have set aside for a rainy day and continue to top it up if you ever find yourself using it when the unexpected happens.

Take the next step to grow and protect your wealth by contacting our expert team of Financial Advisors at ProInvest today. Call us on: (03) 9428 0041 to book your consultation and click here to find out more about our services.

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