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Saving for a goal

We help you by setting savings goals and how to achieve them, identify opportunities to save more money.

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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.


When you have a special goal in mind, you might need help working out how much you need to save and how to go about this savings goal.


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

  • 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
     

What to do next

If you need help taking the next step, contact us today.

Disclaimer:
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
 

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